Built Around Tools Your Firm Already Uses
We work with the cloud accounting and productivity platforms trusted by accounting firms worldwide.
Helping Accounting Firms Scale Profitably
We handle the books so you can focus on what matters most— your clients and your firm’s growth.
Reduce Hiring Costs
Scale your bookkeeping capacity without the cost and commitment of hiring in-house staff.
Free Up Your Senior Accountants
We take care of the day-to-day bookkeeping so your team can focus on advisory, planning and growing your firm.
Your Clients. Your Brand.
We work behind the scenes, completely white-label, so your clients always see your firm front and centre.
Built Around Xero & QuickBooks Workflow
We work inside Xero, QuickBooks, Hubdoc and Dext—fitting into the systems your firm already uses.
Flexible Capacity
Busy season? New clients? No problem. Scale up or down quickly based on your needs—without long-term contracts.
Consistent Monthly Delivery
Books ready before month-end with accurate reconciliations and reports you can rely on every single month.
How We Work
A simple, secure and transparent bookkeeping workflow designed for accounting firms.
Discovery Call
Understand your firm and bookkeeping requirements.
Secure Onboarding
Configure secure access to Xero, QuickBooks and cloud tools.
Monthly Bookkeeping
Daily bookkeeping, reconciliations and transaction processing.
Senior Review
Every month’s work is reviewed before delivery.
Reports Delivered
Receive accurate books and management reports on time.
Ongoing Support
Your dedicated bookkeeping team grows with your firm.
Everything You Need to Know
Find answers to the most common questions about our bookkeeping services, onboarding process, security and white-label partnerships.
No. EPICDATA operates as a completely white-label bookkeeping partner. We work behind the scenes while you remain the primary point of contact for your clients. Every deliverable is prepared to align with your firm’s workflows and standards, ensuring your client relationships always stay with you.
We primarily work with Xero and QuickBooks Online, along with supporting applications such as Hubdoc, Dext, Syft and Fathom. If your firm follows a specific cloud accounting workflow, our team can adapt to your preferred processes and tools.
Protecting client data is a core part of our service. We follow secure cloud-based workflows, restricted access policies and confidentiality practices. We are also happy to sign Non-Disclosure Agreements (NDAs) and other confidentiality agreements wherever required.
Absolutely. Whether you need support for a handful of clients or additional capacity during busy seasons, our bookkeeping team can scale alongside your firm’s requirements without the overhead of hiring internally.
We currently partner with accounting firms, bookkeeping practices and businesses across the globe with focus on countries like Australia, New Zealand, United States, United Kingdom and Canada.
Every engagement begins with a discovery call where we understand your workflow, software, reporting requirements and expectations. Once everything is agreed upon, we establish secure processes and begin onboarding your bookkeeping workload in a structured and transparent manner.
Simply book a discovery call with our team. We’ll discuss your bookkeeping requirements, answer your questions and recommend a workflow tailored to your business or accounting firm before moving ahead with onboarding.
Tell Us About Your Firm
Whether you’re looking for ongoing bookkeeping support or simply want to explore how EPICDATA can help your accounting firm grow, we’d love to hear from you.
Fast Response
We usually reply within one business day.
Confidential
Your information remains secure and private.
No Obligation
Let’s discuss your needs before you decide.
🔒 Your information is kept confidential and will never be shared with third parties.