We work in your software. you change nothing.
QBO, Xero & Tax Software — Your Offshore Team Is Already Certified.
The most common question before an offshore engagement is “do you work in our software?” the answer is almost certainly yes. here is the full list — every platform our team is trained and certified on, organised by category. See how this plugs into our bookkeeping and payroll services, or review the full CPA firm programme.
Bookkeeping platforms
✓ ProAdvisor Certified
QuickBooks Online
Our primary bookkeeping platform. every accountant holds QBO ProAdvisor certification before their first client engagement. all QBO features covered including payroll, reporting, and advanced settings.
✓ Xero Certified
Xero
Full Xero certification including Xero Certified Advisor Level 1. bank feeds, reconciliation, Xero HQ, and third-party integrations fully covered. growing UK client base serviced here.
✓ Level 1 Certified
Sage 50cloud
Sage 50cloud Level 1 certified. covers core bookkeeping, payroll processing, and financial reporting within the Sage environment.
Supported
Wave Accounting
Wave bookkeeping and invoicing for smaller clients. if your firm uses Wave for specific clients, we can accommodate it.
Tax preparation software
Supported
Drake Tax
The most widely used software at small and mid-size CPA firms. individual, business, and specialty returns. the majority of our tax season engagements run in Drake.
Supported
Lacerte
Intuit's professional tax software for complex returns. supported for individual, partnership, S-corp, C-corp, fiduciary, and nonprofit returns.
Supported
ProConnect Tax
Intuit's cloud-based professional tax software. integrates directly with QBO, which makes it a natural fit for firms already on the Intuit ecosystem.
Supported
CCH Axcess
Wolters Kluwer's cloud platform for larger CPA firms. supported for all major return types including multi-state returns.
Supported
ATX Tax
Popular at smaller CPA firms. supports all core return types. if this is your primary software, confirm in the discovery call.
Supported
UltraTax CS
Thomson Reuters' professional tax solution. supported for individual and business return preparation.
Payroll platforms
Supported
Gusto
Full-cycle payroll processing in Gusto. employee setup, pay run management, tax filings, and W-2 preparation. the most common platform for small business payroll.
Supported
ADP Run
ADP's small business payroll platform. pay runs, compliance filings, and year-end W-2 preparation.
✓ QBO Payroll Certified
QBO Payroll
QuickBooks Online Payroll — Intuit's integrated payroll solution. seamless with QBO bookkeeping, which reduces reconciliation overhead significantly.
UK Supported
BrightPay
UK payroll software for PAYE, RTI submissions, and pension auto-enrolment. used for our UK payroll client base.
Document management & portals
Supported
ShareFile
Citrix ShareFile — used by many CPA firms for secure client document exchange. we work within your existing ShareFile environment.
Supported
Google Drive
Google Drive with appropriate sharing restrictions. the simplest setup for firms already in Google Workspace.
Supported
Dropbox Business
Dropbox for document sharing and version control. supported with folder-level access controls.
Supported
Microsoft 365
OneDrive and SharePoint for firms in the Microsoft ecosystem. Excel-based workpapers and Word documents handled natively.
Our principle on software
We work in your environment. you change nothing about how your firm operates.
The only thing that changes when you add offshore accounting capacity is the volume of work your existing team handles. your software, your workflow, your client portal, your communication tools — all stay exactly as they are.
No platform migrations required.if you’re on Drake, we work in Drake. if you’re on Xero, we work in Xero. we never ask you to switch software to accommodate us.
Role-based access — you stay in control. we are added as an accountant-level user to your existing software. you grant the access. you revoke it at any time. no admin privileges requested, ever.
Your preferred communication tool.email, Slack, Teams, or anything else your firm uses. we adapt to you — not the other way around.
Don’t see your software listed?contact us. if your platform is widely used by US CPA firms, we’ve likely supported it. if we haven’t, we’ll tell you honestly rather than commit to something we can’t deliver.
Your software is covered. Let's talk about your clients.
Book a call and confirm your platform. We'll verify coverage and walk through exactly how access and workflow are configured for your firm's specific setup.
Book a discovery callOr email us directly at accounting@nimblechapps.finance — no forms, no bots.
