Taxfyle’s Tax Outsourcing is a SaaS-based service that enables accounting firms to delegate tax preparation, review, and bookkeeping tasks to a network of U.S.-licensed professionals, including CPAs and Enrolled Agents. The platform streamlines workflow by integrating with job management tools like Karbon, providing centralized communication, automated workflows, and real-time visibility into engagement progress. Firms can scale operations during busy seasons without hiring or training additional staff, reduce operational stress, and focus on high-value client relationships. All professionals are vetted, with an average of over 12 years of experience, ensuring accuracy and compliance for both individual and business tax returns.

Key Features

Licensed Professional Network Access to a nationwide pool of vetted CPAs and Enrolled Agents.

• All preparers are U.S.-licensed and background-checked
• Average of 12+ years of tax experience

Automated Workflow and Job Management Streamlines tax prep, review, and bookkeeping processes.

• Karbon-integrated job management
• Centralized communication and engagement tracking

Scalable Outsourcing Model Efficiently handles seasonal workload spikes.

• No need to hire or train additional staff
• Flexible capacity for any volume of returns

Quality Assurance and Compliance Ensures accuracy and regulatory compliance.

• Multi-level review process
• Adherence to IRS and state requirements

Secure Document Management Protects client data and personal information.

• Encrypted uploads and secure sharing
• Role-based access controls

Benefits

Reduced Operational Costs Cuts overhead by eliminating the need for seasonal hires.

• Pay only for services used
• Lower training and recruitment expenses

Improved Turnaround Time Accelerates tax return processing.

• Firms report up to 50% faster turnaround
• Reduces bottlenecks during peak season

Enhanced Focus on Core Services Allows staff to prioritize high-value client relationships.

• Frees up time for advisory and consulting work
• Reduces burnout and excess workload

Access to Specialized Expertise Leverages experienced professionals for complex returns.

• Ensures high-quality output
• Handles both individual and business tax needs