Your team at AccSource can enable you to seize new trends and opportunities by partnering with experts for superior process automation and optimizing all your routine administrative business processes.
VIRTUAL ASSISTANT
Eliminate mundane, repetitive and fatigue-causing tasks from your working week. Grow your business, focus on your ROI while we clear the clutter and streamline disorganized and uncategorized tasks.
DATA ENTRY SERVICES
Accurate and high-quality data entry services for manual digitization of records by incorporating best-in-class technology.
BACK OFFICE ADMINISTRATION
Suite of back office administrative services like data management, billing and invoicing, transaction processing, management services and all kinds of back office administration services.
STATEMENT OF ADVICE PREPARATION
Backend support services for paraplanners or independent financial advisors. It encompasses, Pre-SOA, Statement of Advice and Post SOA.
VIRTUAL ASSISTANT SUPPORT
Manage your routine administrative tasks including booking flights and meetings, taking notes and documenting follow up actions and sending business correspondence.
TRANSCRIPTION SERVICES
Rely on a secure, streamlined workflow and a team of highly trained experts, who create a client-specific delivery plan, vet and review the data and follow through until satisfied delivery. Be it any project specifications, including specialized formatting and recurring delivery schedules (daily, weekly, monthly, or even yearly), you can be confident on the accuracy and timeliness of delivery.
MORTGAGE BROKING
Loan Processing Service includes fact checks, and preparation of serviceability calculators, discharge forms and processing, compliance documents, lender’s application online or on lender’s software, etc.
