Pricing Quotes for the Comprehensive Accounting Management Package are based on your company's transaction volumes. You can either call us with the information listed below, or simply submit this form and a sales representative will contact you within 48 hours. *required information

Back to top

How Do I Start Using TADAccounting for My Business?

First, we recommend that you call us at (888) 433-4737, or request a quote by filling out our form above. We will discuss your company’s monthly transaction volumes and prepare a proposal for services based on those volumes.

We will send you the proposal along with our company brochure, references, case studies, and a detailed list of services that are included in our monthly fee.

Upon accepting our proposal, we will send out a simple monthly contract for your signature. Your first payment will equal the monthly fee plus a set-up fee that covers transitioning your current system to TADAccounting. This process includes providing you with the appropriate scanner for your volume of transactions, setting up your company on the TADOnline sm system, initial consultations with your Account Manager and CPA Manager to determine your accounting requirements and schedule, and training for you and your staff on using our service.

Once your signed contract, and initial payment has been received, we will determine a team to work on your account. Your team will include a CPA manager, bookkeeper, technical contact, sales contact, account manager and production manager.

We will ship your scanner to you.

We will set up a password protected Client Home Page through which you access from the portal on the http://www.tadaccounting.com website. We will send you your Client-Log in information, and direct you to a guide that will help you in learning to operate your scanner, upload your source documents and download your reports.

Finally, we will attach a two-part client questionnaire in which will be the first step in establishing your company information, current operating system and accounting software.

After we walk you through our system, you will meet with your new CPA who will go over the specifics of your account.

Online Accounting is as Easy as 1-2-3

You may be asking yourself, how can this work? Using TADAccounting, the process is easy, with three simple steps.

	Step 1: TADAccounting provides and supports an easy to use sheet fed scanner. Simply upload digital copies of your source documents to the TADAccounting team for processing.
	Step 2: Within minutes, TADAccounting receives and begins working with your source documents.
	Step 3: Sign in to your TADAccounting Client Home Page. You can view, print, or download your reports, checks and other accounting information. Realtime access allows you to view your file online through our secure connection.