Outsource tax preparation services
Expand your capacity without adding in-house staff
Say goodbye to staffing struggles with Outsource, a year-round tax preparation outsourcing service tailored for busy tax and accounting firms of all sizes
Increase tax return output without the need to hire, train, and manage additional in-house staff
Comprehensive tax preparation
Handle a wide range of tax forms — including 1040s, 1041s, and business returns — from start to finish with support from Thomson Reuters. Also, integrate this solution with major tax software platforms like CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS to manage workload fluctuations and thoroughly prepare all documents, especially during peak tax seasons.
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Rapid turnaround and scalability
Easily adapt to changing business needs and client demands without the constraints of in-house staffing thanks to a three-day standard process or a one-day expedited option. Firms can handle more returns without adding staff, which reduces burnout and improves overall work-life balance for internal teams.
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Secure and flexible processing
Protect sensitive client data with stringent security measures and certifications, including SSAE 16, ISO 27001, and GDPR compliance. Ensure confidentiality, integrity, and availability of data with both onshore and offshore options, providing flexibility and peace of mind for your firm and clients.
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How Outsource helps firms of all sizes
Small firms
Small firms can rely on outsourcing during peak tax season without hiring more in-house staff. It's highly beneficial for practices that see large fluctuations in workloads throughout the year.
Mid-size firms
Mid-size firms may want to outsource as they continue to scale up their in-house staff without sacrificing quality service to their current clients or meeting tight deadlines in busy periods.
Large firms
Large accounting firms will see significant improvements with Outsource by reducing the workload for in-house employees and the potential costs of hiring more staff during intense working seasons.
Why tax firms choose Outsource
Increased efficiency and capacity
Handle more tax returns without hiring additional staff. Using Outsource allows a reduction in overhead costs while maintaining consistent and accurate workflows. In-house staff can shift focus to higher-value tasks like client services advice or firm growth.
Improved quality with security
Maintain high-quality tax preparation while protecting sensitive client data with stringent security measures. These practices ensure consistency across all returns, leveraging expertise and rigorous processes for your clientele.
Enhanced competitiveness
Gain a competitive edge by offering faster turnaround times and a broader range of services with outsourcing. The external support allows for a reduction in staff burnout and an improvement in work-life balance for internal team members.
Questions about Outsource? We're here to support you
800-968-8900
Call us or submit your email and a sales representative will contact you within one business day.