You stay the trusted advisor. We stay invisible. Together, we share the upside of every engagement we deliver.
Every email we send on your behalf carries your firm's signature. Every workpaper bears your firm's letterhead. Every deliverable matches your firm's templates. Our team operates as an extension of yours — without ever appearing as a third party to your clients.
The client never sees Entigrity. They see you.
Onboarding is light. Reversal is easy. We're here to earn the engagement, not lock you in.
30-min call. We map your service mix, software stack, peak-season volumes, and capacity gaps.
Signed before any client data changes hands. Strict confidentiality on both sides.
We propose a small pilot — typically 5–10 returns or one bookkeeping client — to test fit.
You sign a simple MSA & SOW outlining the revenue split, scope, SLA, and termination terms.
A dedicated lead (CA / CPA / EA) and team members are assigned and trained on your SOPs.
VPN, RDP / VDI, SharePoint or your portal — we work in your secured environment, not ours.
Preparer → Senior reviewer → Your partner. Nothing reaches your desk without internal sign-off.
We meet every quarter to review SLAs, capacity, scope expansion, and revenue-share performance.
Most engagements run on a percentage-of-billings revenue-share — typically 30%–50% of the realized fee on work we deliver, depending on service line, complexity, and volume. The model means our team only wins when your firm wins.
For a 1040 individual return billed at $400 by your firm:
Illustrative only. Actual splits depend on service line and volume.
Information security management practices aligned to ISO 27001 controls.
Biometric entry, no removable media, no printers, no personal phones in workfloor.
AES-256 at rest, TLS 1.3 in transit. VPN-only access to your environment.
All staff undergo verification, sign individual NDAs, and complete annual security training.
Only if you choose to disclose it. By default, all communication goes out under your firm's brand. Many partner firms prefer to disclose a "global delivery model" at a high level — we leave that decision entirely with you.
None. We'll happily start with a 5-return pilot or one bookkeeping client. Most firms scale up after a successful pilot.
You do — fully and exclusively. Our MSA includes non-solicitation clauses protecting your client list both during and after the engagement.
We forecast peak demand with each partner firm and pre-allocate capacity in Q4. Surge capacity of 2–3× is typically available with two weeks' notice.
Our two-tier review process catches the vast majority of errors before delivery. If something does slip through, we re-prepare the return at no charge and absorb any related penalty per our SLA.
Yes. Our preparers are trained on all 50 state filings, including multi-state allocations and apportionments.