Data entry services for accounting & bookkeeping firms

AssistBPO's data entry services for accounting and bookkeeping firms cover the keying, matching and cleaning that surrounds every engagement without touching the books themselves. Client records into the practice management system, organizer answers into the workflow tool, engagement letters logged against clients, time and fee data into billing reports, and the annual reconciliation of the client list across tax software, portal and CRM.

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This page Accounting & bookkeeping firms Data entry services

How does data entry work for accounting?

AssistBPO gives you a named data entry specialist who works in your hours, follows your field conventions and checks every entry against the source before saving. A client filed under two names in TaxDome and Drake, a missing entity type on a business client, an old email on a renewal list: these errors cost hours in March, and the specialist removes them in December. Work arrives as a queue: new client setups, organizer and questionnaire transcription, engagement letter tracking, PBC checklist updates, renewal list cleanup and the Friday reports. Bookkeeping data entry, such as transactions and reconciliations, goes to LedgerBPO under the same team lead. Accuracy is sampled weekly and reported.

What tasks does data entry cover for accounting and bookkeeping firms?

  • Set up new clients in the practice management system and portal
  • Transcribe organizer and questionnaire answers into the workflow tool
  • Log engagement letters, 8879s and consents against client records
  • Reconcile the client list across tax software, portal and CRM
  • Update PBC checklists as documents arrive
  • Clean renewal and organizer mailing lists before each season
  • Build weekly WIP, unbilled-time and engagement status reports
  • Route transaction and reconciliation entry to LedgerBPO

The KPI that matters here

Field accuracy on the team lead's weekly sample check, with client records processed per day reported beside it. Accuracy first, because a wrong entity type in December is a wrong return in March.

What rules does data entry follow for accounting?

  1. No tax advice or signing. Under IRS Circular 230 and PTIN rules, only your preparers and licensed professionals give tax advice, sign returns or represent clients. In the UK that work sits with the firm's chartered or certified accountants; in Australia only a registered tax or BAS agent under the TPB Code provides tax agent services. Assistants collect, chase, schedule and organize.
  2. IRC Section 7216 and client confidentiality. Section 7216 and Treasury Regulation 301.7216 restrict how tax return information is used and disclosed, and the AICPA Code of Professional Conduct rule 1.700 requires client confidentiality. The firm confirms its disclosure and consent position before an assistant sees return data, and the assistant works only inside the firm's systems under NDA.
  3. FTC Safeguards Rule and your WISP. Tax preparers are financial institutions under GLBA, and the FTC Safeguards Rule (16 CFR Part 314) plus IRS Publication 4557 require a written information security plan. Assistants operate under your WISP: MFA, managed devices, least-privilege portal access and no local copies, including for files handled from the second office in Pakistan.
  4. AML client due diligence and privacy abroad. UK firms run client due diligence under the Money Laundering Regulations 2017, supervised by HMRC or their professional body; assistants collect ID and verification documents into the firm's system while the MLRO makes every decision. Canadian firms apply PIPEDA and Australian firms the Privacy Act, including APP 8 for cross-border handling.

Accounting software we work in

Also in use

  • Karbon
  • TaxDome
  • Canopy

See all 80 tools we work in

More for accounting and bookkeeping firms

Other services for accounting

Data entry in other industries

Frequently asked questions

Does data entry include bookkeeping transactions?

No. Transaction coding, bank feeds, reconciliations and adjusting entries are bookkeeping, and that is LedgerBPO's work. AssistBPO's data entry specialist handles practice data: client records, organizer answers, engagement tracking, PBC checklists, list cleanup and firm reports. If you need both, the two brands share a team lead and a single point of contact, so you do not manage two vendors.

How do you verify accuracy?

The team lead checks a random sample of records every week against the source documents and reports the field accuracy rate to you, with each error corrected and its cause noted in the desk manual. Specialists key from the document, never from memory, use your field conventions and dropdowns rather than free text, and double-check identifiers such as EINs and entity types before saving a client record.

Can you migrate our client list to a new practice management tool?

Yes, as a fixed-scope project. The specialist exports from the old system, maps fields with your office manager, cleans duplicates and formatting, loads in batches and reconciles counts before cutover. Work happens inside your systems under your written information security plan. We have moved firms between spreadsheets, Karbon, TaxDome, Canopy and Jetpack Workflow, but we do not choose the tool for you.

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