It might be the 1065s that won't make March 15, or the bookkeeping clients you moved to quarterly because nobody had time for monthly. Put it in the form, and we'll scope a pilot around one piece of it.
You choose real work for it, such as a batch of 1040s or the month-end close for a few bookkeeping clients. The accountants who would join your team do that work in your software. Each return is tied to its source documents before it reaches you, and our US-based manager reviews the work every week. After the two weeks, you decide whether to continue.
Logins to the software we'll work in and a copy of the checklists or workpaper standards your own staff follow. We also need one person on your side to answer the open questions as they come in. You choose the files, and we take onboarding from there.
Every accountant we assign to you signs an NDA. They work inside your software, so you set their permissions and can switch off their access whenever you want. We never contact your clients. Before the pilot starts, we'll walk whoever handles IT at your firm through our setup: virtual desktops with no local storage, MFA on every login, named-user access to your software, access revoked within 24 hours when someone rolls off, and an NDA from every accountant.
Your firm does. We don't sign tax returns, financial statements, or audit, review or attest reports, and we're never preparer or auditor of record. Your licensed professionals do the final review, then sign and file.
We scope the pilot with you on the call. There are two ways to work with us, and the price depends on the work and its complexity. A dedicated accountant, who works only on your firm, runs $1,800 to $6,500 a month. On-demand work, sent when you need it and delivered under your firm's name, runs $35 to $250 per return, $45 to $85 per payroll cycle, or $1.50 to $3.50 per AP invoice.
