Public Accounting
Surya's IT experts integrate systems, automate workflows, and enhance collaboration
.jpg "Eenergy Mobile (1)")
PUBLIC ACCOUNTING
Add text here
Transform Your Public Accounting Firm with Surya Technologies and ServiceNow AI Automation
Seamless Employee Onboarding and Offboarding with AI Automation.
A smooth onboarding and offboarding process is critical for accounting firms managing seasonal staff fluctuations and strict compliance requirements. Our ServiceNow automation ensures:
✔ Seamless Onboarding: Automatically create and provision accounts in CCH Axcess, Thomson Reuters UltraTax CS, CCH Engagement, GoFileRoom, QuickBooks, and Workday. Assign role-based permissions, initiate training modules, and automate background checks.
✔ Effortless Off-boarding: Securely deprovision access from NetSuite, Microsoft Dynamics 365, SAP, and GoFileRoom, ensuring compliance with data security regulations and preventing unauthorized access to sensitive financial information.
User Laptop Automation with Microsoft Autopilot & Intune.
Managing laptops for a distributed workforce can be a logistical challenge, especially in a fast-paced accounting environment. Surya Technologies provides end-to-end automation and logistics support for employee laptops, ensuring a frictionless experience:
Zero-Touch Laptop Deployment with Microsoft Autopilot & Intune:
✔ New hires receive fully configured laptops shipped directly to their location.
✔ Devices are pre-enrolled in Microsoft Intune, ensuring security policies, accounting software (CCH Engagement, GoFileRoom, QuickBooks, SAP Concur), and access controls are pre-configured.
✔ Users sign in with their credentials, and the laptop is automatically provisioned with firm-specific applications.
Automated Laptop Retrieval for Off-boarding:
✔ When employees leave, Surya Technologies handles secure retrieval of laptops and deprovisions them remotely.
✔ Devices are securely wiped and re-imaged before redeployment.
✔ ServiceNow integration ensures that IT, HR, and security teams are notified and compliance measures are met.
By combining ServiceNow, Microsoft Autopilot, and Intune, we eliminate manual IT workloads while enhancing security, compliance, and efficiency for your firm.
End-to-End AI and Automation for Public Accounting Firms.
Reduce downtime with AI-driven ticketing, proactive issue resolution, and automated software updates.
Use ServiceNow’s AI to streamline processes in SAP Concur, BlackLine, CCH Engagement, and ADP, ensuring smooth payroll, reconciliation, and client document management.
Automate compliance reporting, audit trails, and risk mitigation with seamless integrations into Wolters Kluwer TeamMate, AuditBoard, and GoFileRoom.
Seamless Integration with Your Firm’s Accounting and Tax Software
Our expertise in ServiceNow integration enables smooth connectivity with:
✔ CCH Axcess & Thomson Reuters GoSystem for tax automation
✔ CCH Engagement & GoFileRoom for audit workpapers, document management, and workflow automation
✔ QuickBooks & NetSuite for accounting and financial management
✔ SAP Concur & BlackLine for expense tracking and reconciliations
✔ Workday & ADP for HR, payroll, and workforce management
Why Choose Surya Technologies?
With a deep understanding of the public accounting industry, Surya Technologies provides customized automation solutions to enhance your firm’s efficiency, security, and compliance—allowing your professionals to focus on delivering high-value services rather than managing manual tasks.
Let’s discuss how AI, automation, and end-to-end IT logistics can transform your firm. Contact us today to schedule a consultation!
Try our Services
Allow your business to grow without worrying about IT constraints.
Try our Services
Allow your business to grow without worrying about IT constraints.