Agree communication and presentation rules
Define who can contact the end client, which templates should be used and how queries are routed. The support team does not represent itself as your licensed professional or make client commitments without authority.
Check disclosure and consent requirements
A behind-the-scenes workflow does not remove obligations to disclose outsourcing or overseas processing where applicable. Your practice should approve the engagement terms, client permissions and data-transfer arrangements before records are shared.
Keep the review visible inside the workflow
An internal task log can identify preparer work, exceptions and reviewer sign-off. Your practice decides what is ready for client delivery and retains responsibility for its advice, certification and filings.
Start with a defined assignment.
How should our support fit your practice’s client and review process? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for white-label accounting?
Begin with practice templates and documented instructions; approved outsourcing and communication arrangements; client-specific review and confidentiality requirements. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include work prepared in the agreed practice format; queries routed to your designated contact; a handover for your firm’s review and delivery. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.