Outsource features

Grow your tax practice without expanding your staff

Allow firms of all sizes to employ external support during stressful tax seasons with resources from Outsource that help create more manageable workloads for in-house staff

Tax preparation capabilities

Expedite the tax preparation process while maintaining consistent quality and timely delivery of tax returns.

Comprehensive document preparation

Expertly handle all tax forms, including individual (1040), fiduciary (1041), and business returns (990, 1065, 1120, 1120S), from start to finish. Tax and accounting firms can ensure accuracy and compliance with all applicable tax laws and regulations without hiring temporary staff. Also, it frees up in-house employees to focus on high-value activities.

Seamless software integration

Easily export data with access to major tax software platforms, including CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS, to connect your existing systems and workflows. This supportive solution will minimize disruptions and maximize efficiency, allowing all firms to compete effectively.

Increase your firm's capacity with Outsource

Flexible tools

Gain flexibility with tools designed to adapt to your firm's unique needs. Allow your in-house staff to focus on high-value tasks, not logistics, and deliver exceptional client service.

Rapid turnaround and scalability

Accelerate your workflow with our rapid processing options, including three-day standard and one-day expedited services. Easily handle surges in workload without adding staff and redirect resources to high-value tasks. Our scalable solution ensures you can take on more clients, increase revenue, and maintain exceptional service quality while reducing the stress and burden of tax season.

Secure processing

Ensure data security with our onshore and offshore options, backed by stringent measures, including SOC 2 Type 2 and SSAE 16/18 certifications. Protect sensitive client data with confidence and maintain compliance with regulatory requirements.

Collaborative workflow

Streamline communication with our cloud-based tools, enabling seamless collaboration between your firm and our preparers. Efficiently review and finalize returns, reducing errors and increasing productivity.

Incorporate outsourcing into existing workflows