Most CPA firms partner with us under a revenue-share model β but we also offer per-return pricing and dedicated full-time-equivalent seats. All rates are illustrative; final pricing is confirmed in your SOW.
Pay only for what you use. Best for firms testing capacity or with seasonal volume.
Aligned incentives. We win when you win. Most popular with growth-focused firms.
A full-time team member dedicated only to your firm β yours to direct, schedule, and grow with.
All rates above are illustrative starting points. Final pricing is confirmed in your scope of work, based on engagement complexity, software, volume, and turnaround requirements.
Take a typical mid-size firm with 200 individual returns, 30 corporate returns, and 5 small audits during a season.
Based on the example to the left.
Margin = revenue retained after delivery cost. Illustrative only.
Named lead and team members assigned only to your firm.
Preparer + senior reviewer before anything reaches your desk.
We work in your environment β no new tooling for you to buy.
Email digests, shared trackers, and weekly capacity reports.
We document and follow your firm's templates and review checklists.
VPN, RDP/VDI, ISO-aligned controls, signed individual NDAs.
Defined SLA per service line, tracked per engagement.
QBRs to review KPIs, scope, and revenue-share performance.