C&R has the expertise to adopt and adapt to many technological options to minimize efforts and hurdles for making the outsourcing work. Technology is the biggest enabler for a successful outsourcing initiative and C&R is very well equipped to handle any challenges. Because of long years of experience with different types & sizes of firms, C&R has acquired significant expertise in this area and will be able to suggest a suitable option to the customer. Also, C&R’s core leadership team supported by its integrated advisory team are very competent to handle any evolving challenges. Some of the options are discussed here.

Model Access Protocol Access Provided For
Cloud Accounting Client to provide
  • Login access for the cloud software
  • QuickBooks Online
  • FreshBooks
  • Simply Accounting
Desktop App in Client System Client to provide
  • Remote Desktop Connection
  • VPN Connection
  • QuickBooks Desktop
  • Simply Accounting Desktop version
  • WriteUp (CDN Portfolio)
  • MS Office
Desktop App of Client hosted in a Server Client to provide
  • Secured Login to server
  • Citrix logins
  • MS RD Gateway
  • QuickBooks Desktop
  • Simply Accounting Desktop version
  • WriteUp (CDN Portfolio)
  • MS Office
Model Access Protocol Access provided for
Cloud Accounting Client to provide
  • Login access for the cloud software
  • CCH Axcess
  • Go Systems RS
  • Tax Act
Desktop App in Client System Client to provide
  • Remote Desktop Connection
  • VPN Connection
  • ProSystem FX
  • Lacerte – Data can be stored in Cloud
  • UltraTax CS – Data can be stored in cloud
  • Intuit Pro Series
  • Drake
  • Intuit Profile - Canadian Taxes
  • CCH Cantax – Canadian Taxes
  • CCH Taxprep – Canadian Taxes
Desktop App of Client hosted in a Server Client to provide
  • Secured Login to server
  • Citrix logins
  • MS RD Gateway
  • ProSystem FX
  • Lacerte – Data can be stored in Cloud
  • UltraTax CS – Data can be stored in cloud
  • Intuit Pro Series
  • Drake
  • Intuit Profile - Canadian Taxes
  • CCH Cantax – Canadian Taxes
  • CCH Taxprep – Canadian Taxes
Model Access Protocol Access provided for
Cloud Accounting Client to provide
  • Login access for the cloud software
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
Desktop App in Client System Client to provide
  • Remote Desktop Connection
  • VPN Connection
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
  • Keystone Templates for CaseWare
  • CCH ProSystem fx Engagement
Desktop App of Client hosted in a Server Client to provide
  • Secured Login to server
  • Citrix logins
  • MS RD Gateway
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
  • Keystone Templates for CaseWare
  • CCH ProSystem fx Engagement
Model Access Protocol Access provided for
Cloud Accounting Client to provide
  • Login access for the cloud software
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
Desktop App in Client System Client to provide
  • Remote Desktop Connection
  • VPN Connection
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
  • Keystone Templates for CaseWare
  • CCH ProSystem fx Engagement
Desktop App of Client hosted in a Server Client to provide
  • Secured Login to server
  • Citrix logins
  • MS RD Gateway
  • CaseWare Cloud
  • CaseView Templates
  • Jazzit Suite Template for CaseWare
  • Keystone Templates for CaseWare
  • CCH ProSystem fx Engagement

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