BI-Outsource / Services

Tax organizer processing outsourcing for US CPA firms

We take your clients' tax organizers and source documents, check them for gaps, and key everything into your tax software, so your preparers start from a complete, tied-out return. Busy-season turnaround is 48–72 hours per organizer.

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Who it is for

Is this for you?

CPA and EA firms short of staff in busy season

Firms that want preparers reviewing, not keying data

Practices with hundreds of 1040s and simple 1065/1120-S returns

Firms moving to a paperless, portal-based intake

What is included

Everything handled for you

Organizer and document intake from your portal (SmartVault, Canopy, TaxDome, SurePrep)

Missing-document list sent back within 24 hours

W-2, 1099, K-1, 1098 and brokerage data entry

Schedule C, E and depreciation schedules

Input into Lacerte, UltraTax, ProSeries, Drake or CCH Axcess

Tie-out workpaper for your reviewer

How it works

Five simple steps

Free call and test returns
Secure access in your systems only
Organizers routed to our team
Data entered and tied out in 48–72 hours
Your preparer reviews and signs

From $40 per organizer Fixed fee, agreed before we start. Taxes extra.

Pricing

Plans and monthly fees

Simple 1040$40–60W-2, 1099, standard deductions

Complex 1040$75–150Schedules C, E, D, K-1s, multi-state

Business returnsFrom $1501065, 1120-S, 1120 data entry and workpapers

Dedicated staffFrom $1,800/monthFull-time preparer working your queue

Fees exclude GST. Final quote depends on volume and is fixed before we start.

Answers

Common questions

Is client data safe?

We work only inside your systems over VPN or remote desktop, under an NDA, with no local downloads. IRS Publication 4557 safeguards are followed.

Who signs the return?

Your firm. We prepare and you review, sign and file under your PTIN.

Do you need our software licence?

Yes. We work in your licensed tax software so returns stay in your system.

What is the turnaround?

48–72 hours per organizer in season, faster for simple 1040s.

Can we try before committing?

Yes. Send 3–5 test returns and pay only if you continue.

Guides

Offshore Tax Preparation Support for CPA Firms: A Practical GuideRead the guide Free succession plannerSee who inherits without a will

Talk to us in confidence

Free, confidential first call with the promoters. NDA signed before you share anything.

Book a free call WhatsApp +91 97449 22222

Last reviewed November 2026 by Karun Reji, Chartered Accountant (India). General information, not legal advice.

Book a free, confidential call

Tell us what you need. A qualified accountant calls you back within one working day. The first call is free and there is no obligation.

Fixed monthly fee, quoted after the call

Offices in Kochi, Dubai and Singapore

★ 5.0 on Clutch