HOW IT WORKS

HOW IT WORKS

We employ the following processes for accounts outsourcing services and data transmission:

OFFLINE BASED: In this process documents are scanned first and scanned files are uploaded on our secured server through the web job portal. The access to our portal is regulated by password. Sapphire’s processing center downloads these documents and processes the information as required. Once the work is finalised, the files are uploaded on the server and a confirmation email is sent about the same. The Accounting firm then downloads the files from the server.

The interface of job portal is very user friendly and allows firms following facilities:

  • Upload/Download of work files.
  • Monitor work process status anytime any day.
  • Notification to Clients/Sapphire on upload/download of files.

REMOTE ACCESS BASED:
In this process again the documents are scanned and sent to Sapphire by way of upload on our secured server through our web portal. Sapphire later downloads the documents from the server. In the next stage Sapphire connects to the firm’s computer via remote desktop access or VPN and works on the information received on the firm’s computers using the software of the firm and processes the documents. Once the job is done, we log out of the remote desktop and intimate about completion of job to the firm.

CLOUD COMPUTING:
In this process the firm should have the setup of working on cloud, where all the documents and software of the firm reside on the cloud. Sapphire is allocated number of desktops on the cloud based on the quantum of work being outsourced. The employees at Sapphire access the cloud and documents the same way as the staff of the firm and work is processed based on the information given. In this case additional IT capabilities such as dedicated leased lines and dual screen monitors are required to work effectively. In this process documents reside on the servers of the accounting firms and copying and printing of the same is not done. This is the most secured way of all. 

METHODOLOGY

PRE-ENGAGEMENT
a) Initial Consultation: To gain insights on existing work processes, team structure at client’s firm, softwares being used for various processes & file templates. These give key ideas for formulating the service model.
b) Best Practice Proposal: Based upon above Sapphire would provide outsourcing proposal detailing processes, team & pricing.

ENGAGEMENT
a) Software access: Client to set up cloud/vendor access to Sapphire for all softwares, such as Xero, Quickbooks, SAGE.
b) Document access: Via VPN access to client’s PC or via access to Sapphire’s portal.
c) Work flow process: Below is our generic work process model and we keep it very agile.
Therefore, we have fexibility to mould our model to suit and meet our client’s requirements to match with existing work processes and document management systems.

work-process-model-2