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 15, 2026

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Confused about Schedule C? Learn who must file it, how to fill it out line by line, common mistakes to avoid, and what the IRS is really looking for in 2026.

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