A better way to handle the busy tax season

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Tax Preparation Outsourcing

Why Outsource When You Can Onshore?

Digitally transform your firm and free up partner and staff time. With Taxfyle, you can increase your job capacity and margins through our real-time onshoring platform. We'll connect you to a network of 2,600 US-based CPAs and EAs that are ready to be plugged into your firm without any upfront cost.

The world's best companies who rely on Taxfyle

Bench
PwC
BMF
Kaufman Rossin
Lopez Levi Lowenstein Glinsky
Optima Tax Relief
20/20 Tax Resolution
Sanctuary Wealth
Sikich
Onshore with Taxfyle

Platform Benefits

Licensed Professionals

Our entire network of professionals is composed exclusively of licensed CPAs and IRS enrolled agents.

Upfront Quotes

We provide immediate pricing based on the responses you provide, making budgeting a breeze.

Specialized Routing

Our platform routes your jobs to professionals that specialize in the type of work you need.

Ultimate Flexibility

Submit one job or a thousand, the choice is yours. Manage each job through our fully encrypted portals and work in real time with your paired professional as necessary.

Taxfyle’s Firm Management Platform

Bring Taxfyle’s award winning
platform to your firm

Client Onboarding

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Document Sharing

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Staff / Client chat

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Utilization Optimization

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By the Numbers

We provide proven results through a network of vetted, hand picked, CPAs and IRS Enrolled Agents.

4.8

Average pro rating


71%

Percentage of jobs picked up in under two minutes


5,000+

Customers served


Realtime Status

The Future of Work — powered by real-time data and artificial intelligence.

Taxfyle's Onshoring Service combines structured data collection & event streams to create real-time, quantitative, directly actionable insights into the efficiency and status of each return.

Increase Engagement Margins

Maximize your engagement margins and drive down operating costs by automating job sourcing to qualified professional service providers.

Flexible & Scalable Services

Taxfyle's services are easily scalable and optimized to handle multiple projects at any given time.

Engagement Transparency

Your firm will benefit from full visibility over all sourced engagements. Maintain a history of communications via chat or video on all open and closed jobs to ensure accurate records and quality control.

Premier Client Services

Security & Data Protection

With Taxfyle's Premier Client Services, all information is encrypted at rest and in transit. Our database maintains SOC 2 compliant controls with data security, information policy, and compliance requirements all managed by the platform.

Additional security features such as Touch ID and Anomaly Detection safeguard workers and customers alike.

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At Taxfyle, your security is our priority. We maintain the highest standards in data security with consistent testing and quality assurance.

Frequently Asked Questions

FAQ

  • Why should I outsource my firm’s tax preparation?

    Tax preparation outsourcing makes sense for a variety of reasons:

    • Avoid burning out your staff with late hours and impossible workloads.
    • Free up your most valuable staff to go after value-added work.
    • Gain access to more personnel without incurring hiring costs or taking on permanent overhead.
    • Flexibility to scale your operations on a moment’s notice.
  • Is tax preparation outsourcing safe?

    Sharing personal information with anyone always poses a risk, even your firm’s own employees. Taxfyle confirms each Pro's licensure on an ongoing basis (including their possession of a valid EFIN and PTIN). Additionally, we perform an annual background check on every Pro in our network.

  • Who’s preparing the returns that I’ve outsourced?

    All Pros are licensed CPAs or EAs that are based in the US. They vary in experience and specialty, but on average, they have approximately 15 years of experience. Our matching algorithm makes sure that your job is picked up by a Pro with the right experience to get the job done correctly.

  • Who files the tax returns that I’ve outsourced?

    You are fully responsible for reviewing and filing the tax returns that are prepared by your outsourced resources. Once your Pro has completed the return, you will use your EFIN and PTIN to file the return as the paid preparer.

  • Where are my tax Pros located?

    Taxfyle’s entire network of Tax Pros are located exclusively throughout the United States. So while you might be outsourcing your tax preparation, you’ll be keeping all your clients’ data onshore.

  • How do I know that my Tax Pros are actually licensed by their state or by the IRS?

    Taxfyle's employees verify the status of each Pro to make sure that their license is valid and in good standing. Taxfyle uses CPA Verify to verify each CPA that is in our network as well as the IRS's publicly available list of EAs to verify their statuses.