Busy Season, Fully Staffed.
The Operator is a worker you hire, not software you buy. This is its accounting head start: a starting point already shaped around the client chase and deadline cadence, so you are not building from a blank page. You make it yours from there.
Start the conversationThe Seat The Market Won't Fill.
Skilled preparers are harder to find every year. The profession is retiring faster than it is replacing, the pipeline into it has thinned, and the staff you train through one busy season is the staff a bigger firm recruits before the next. The work does not wait: the return cannot start until the documents come in, and the documents do not come in on their own.
An Operator fills that seat now. It runs the chase at full speed, all the time, and what it learns about how your firm runs, your clients, your workpapers, your cadence, stays with the firm instead of leaving with the person who had it.
What The Pack Starts You With.
You do not start from a blank page. The accounting pack comes shaped around the work a client-chase desk runs, as starting templates we configure with you:
Onboarding
A new client welcomed with the firm's authored engagement terms, the engagement letter chased toward signature, the prior-year records requested.
Documents and deadlines
The organizer distributed, the PBC request list chased, the appointment booked, the firm-authored dates surfaced, the e-file authorization chased toward signature.
Status, billing, and renewal
The routine status question answered, the extension status tracked, the invoice followed up on, the authored renewal terms relayed.
The internal digest
Inbound mail routed to the right template, the internal client and deadline digest assembled, your practice-management system kept in sync.
These plug into your practice-management system and your email and calendar. The templates are the head start. How they run is yours to shape.
From The Start.
Before it starts, we sit down with you and the people who run the client chase, and we shape the templates around how your firm actually operates, so it begins ready, not green.
From there the work moves the way it always did. The engagement opens, the PBC list goes out, the missing items get chased, the client who has gone quiet gets a follow-up, as many times as it takes, in your voice. The return gets routed to a reviewer when the file is ready, the routine status question gets answered, and the deadline and extension cadence stays on schedule. It is all logged in your practice-management system as it happens, and it keeps getting sharper from your team's corrections.
Yours To Shape.
We are not the experts in how your firm runs. You are. So the pack is a starting point in three parts, and the third is the biggest.
Pre-built
The starting templates above, shaped around a client-chase desk and ready to configure. You are not building from a blank page.
Connected to your stack
Wired into your own accounts: your practice-management system, your email and calendar, your documents. It works inside the tools you already run.
Yours to shape
Your voice, your clients and your cadence, and where the line sits. You decide what runs on its own and what waits for a person. You are the expert in your firm; you shape it from there.
The Line.
The Operator runs the chase and brings the return to a person ready for review. The judgment that carries a license, the tax position, the audit opinion, signing the return, those stay with your CPAs. Not because the software could not complete a form, but because the license is the point: the return is signed by a person who stands behind it, and an unlicensed staff preparer could not sign it either.
Some lines are not settings anyone can move. It does the connective work and never offers a tax position or a financial interpretation. It tracks the firm-authored dates and never computes a filing requirement or a due date itself. Taxpayer information is not disclosed or used beyond the engagement, and client financial records stay inside your firm's systems. Anything that leaves the firm goes to a reviewer on your team until you decide otherwise. Every action it takes is logged where you can see it.
Beyond those floors, you govern where the line sits, and you can move it as you learn what the Operator is good at. Your client files stay private, including from us. The Operator works in your firm's own walled-off environment, on your own accounts. We can see that it is running and the record of what it did, but the contents of your engagements and messages stay yours, and so do the configuration, the logs, and the off switch.
Where It Fits.
A few shapes the seat can take. We build it around how your firm runs, so these are starting points, not a menu.
The document chase
The PBC list that has to go out, the client who has gone quiet, the item still missing days before the deadline. The Operator sends the list, chases what is outstanding as many times as it takes, in your voice, and updates the file as documents land. It collects; it never gives tax advice.
Into review
When the file is ready, the Operator routes the return to a preparer and a reviewer and answers the routine status question in the meantime. The tax position and the signature stay with your CPAs.
Deadline and extension cadence
The deadlines that do not move and the extensions that have to be tracked. The Operator runs the cadence, surfaces what is approaching, and keeps the practice-management system current, so nothing slips through the cracks in the rush.
Start The Conversation.
It starts with a conversation. We learn how your firm runs, find the client chase and the coordination that is eating your team's time, and start from the pack, customizing it to your firm. If it is not a fit, we will tell you.
Pricing is a flat monthly subscription, scoped to the seat we build together, and we walk through it before any setup begins.
Start the conversation