RAS-- How it Works

How RAS Works

Double click on the icon for the transfer tool on the desktop.

Click on Login.  This will launch your internet browser and a pop up box will appear for the user name and password for the firm.

A screen will appear if there are any pending issues such as an installation, files to retrieve, etc.

The next screen provides all the option needed to manage your account.

For a new client, simply click on the blue client data link to the left and a form appears for entering the client information.  It is possible to enter only a minimal amount of information.  For example, if RAS will do the install, it is possible to enter only the client name, e-mail address, and telephone number and the RAS tech support personnel will take it from there.  If there is a specific time they should call, it is possible to note that on the form too).  They will call the client (you can even send an e-mail to the client through the system) and handle the set up including sending a review copy of the data to you.

Summary

Included in the fee is technical support for you and the client with no additional charges incurred.  This is great because all you, as the Accountant, do is submit the client information and a RAS technician will then call the client, get them set up, and send you a review copy of the data.  The set up will take about 15 minutes of your client’s time (yes that really is all the longer it takes to set up the accountant or the client) and then the client will just click on the tool, put in the password and send you the file from then on.

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Remote Accounting Solutions