How does white-label outsourcing work for CPA firms?

We work completely behind the scenes. You send us client documents, we prepare returns/books under your brand, and you present to your client. We never contact your clients directly.

What is the 60-day pilot?

A risk-free trial: first 30 days with small batch of work, next 30 days at 50% cost. No penalty if you walk away after 60 days.

Is my client data secure?

Yes. Zero Local Footprint model – no data stored on local devices. SOC 2 Type II compliant, 256-bit encryption, VPN-only access.

What tax software do you support?

US: Drake, Lacerte, CCH, UltraTax, ProSeries. Canada: Profile, TaxPrep, Cantax. Australia: HandiTax, MYOB Tax, Xero Tax.

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June 19, 2026

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Comparing SEP-IRA and Solo 401(k) for 2026? See exact contribution limits, real income examples, and which plan actually lets you save and deduct more.

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