engagement option
Per-return / per-job.
Assign an agreed return or workpaper job by form, complexity and source records. Pricing on request.
WORK BY RETURN / JOB
Define the unit of work
- Entity + formWhat is included
- RecordsWhat must be available
- AcceptanceWhat the reviewer receives
Illustrative structure. The engagement sets the scope.
Scope
Record the terms before work begins.
Assign an agreed return or workpaper job by form, complexity and source records. Pricing on request.
The SOW identifies entities, periods, volume, software, responsibilities, fees and acceptance. Changes in scope and missing information need an owner and an agreed change process.
Deliverables
Review the proposed output.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
Turnaround
Agree the date and dependencies.
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
First assignment
Start with one entity and an agreed scope.
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day PilotBILLING
How billing works
- 1
Define the job
Form and complexity
Record the return, period and source records.
- 2
Approve the fee
Per job
Agree the price before work is allocated.
- 3
Invoice
Agreed milestone
Bill the work under the signed job terms.