Delivery capacity for US practices.
If you run a CPA or chartered accountancy practice, your constraint is usually capacity rather than demand. We work as your delivery team: your engagement, your file, your review, your signature — our people doing the work underneath it.
Who does what
Your practice stays the IRS point of contact. What changes is who does the work underneath that.
| Your firm | CapEasy | |
|---|---|---|
| The relationship | Engagement letter, client contact, review checkpoints | Never contacts your client |
| The sign-off | Reviews and signs everything, always | Nothing goes out in our name |
| The work | Sets the standard and the template | Bookkeeping, workpapers, schedules — finished to your file structure |
| The systems | Your software, your access controls | Named team working inside them, least-privilege |
| The season | Decides what to hand over, when | Capacity flexes with it — a named team, not a rotating pool |
Where the capacity actually comes from
- AI takes the first pass — matching transactions, drafting the coding, building the schedule from source documents.
- A named person finishes it — checks the machine’s work, chases what does not tie out, formats to your file structure.
- Your queue gets near-done work, not first drafts — that is the whole reason the capacity exists.
- Your team reviews everything before anything goes out under your name. The grinding is machine-assisted; the judgment is not.
One pilot month, illustrated
What we can take on
This goes further than the client track, because your firm is licensed, reviews, and signs.
| Bookkeeping & close |
|
| Preparation work |
|
What a pilot looks like
- Pick one slice. One engagement, or one slice of a busy season — never a wholesale handover on day one.
- We run a full cycle inside your systems, to your file structure and naming.
- You review it like staff work. Same checkpoints, same standard, your sign-off.
- Extend or stop. If it holds up, capacity extends to the next engagement; if not, nothing was ever signed in our name.
No engagement minimum. A short note on what you are trying to cover — a season, a client book, a standing team — is enough to start.
You stay the firm of record
- Your firm remains the engagement partner, the preparer of record and the filer.
- We do not sign, we do not file, and we do not hold ourselves out to your clients.
- We take on no work in our own name that requires a licence we do not hold.
- Disclosure and consent obligations for outsourcing — including client consent where your jurisdiction requires it — remain yours.
- We support whatever your professional body requires of the arrangement.
In the United States specifically: We are a consulting firm — licensed work runs through partner CPA firms. We will support whatever your professional body asks for.
Tell us what you are trying to cover — season capacity, a specific client book, or a standing team. A short note is enough to start.
The capacity argument
- A CPA firm's ceiling in busy season is almost never demand.
- It is hours.
- Partners turn away entity returns and advisory work they could bill for, not because the work is scarce but because there is nobody left to prepare the workpapers, reconcile the trial balance, or run the first pass on a 1120-S before a reviewing CPA can sign off.
- The constraint is capacity, and the usual fix — hire — is slow, expensive, and seasonal in a way that a permanent headcount is not.
The full argument — read the detail
We extend that capacity without adding a desk. A named team member, backed by AI that does the matching, coding, and first-pass extraction, prepares the file to the point where your reviewing CPA opens a clean, tied-out workpaper set instead of a shoebox. The AI does not touch anything a client or the IRS ever sees directly — it accelerates the grinding work underneath a person who is accountable for what we hand back, and the firm's own review is still the last step before anything is signed or filed.
This is deliberately not a staffing agency and not offshore data entry. The team assigned to a firm stays assigned — the same preparer on a client's file month after month means fewer questions on review, not more, and continuity through a second and third season. Engagements start small: one entity, one payroll cycle, one clean-up project, so a firm can see the workpapers before it hands over a full book of business.
Where our work stops matters as much as where it starts. Your firm holds the only channel to your client, the only name on a return, and the only representation before the IRS. Form 8655 Reporting Agent authorisation, PTIN registration, and the signature on anything filed stay with your firm. We are the bench underneath your CPAs, not a second firm competing for the relationship.
The arithmetic that makes this work is capacity, not price. A firm that can move a $150,000 book of overflow client work through the same three reviewing partners, without those partners doing the bookkeeping and reconciliation themselves, bills more of the advisory and planning work that actually needs a CPA's judgment. That is the trade we are built around.
How the engagement operates
Engagement model — who owns the client relationship
- Client contact, scoping, and pricing stay entirely with your firm.
- All correspondence with a client runs through your firm, including email cc or CC-only requests.
- Your firm decides what work is routed to us and can pull any engagement back in-house at any time.
The detail
The client is yours, before, during, and after. Your firm is the only name the client hears. Every deliverable is prepared in your firm's format, under your firm's name, and every communication about a client's file runs through your firm, not around it. We work as a delivery layer behind your engagement letter, not as a subcontractor the client is told about separately.
What we deliver, and in whose template
- Bookkeeping and month-end close: reconciled trial balance, AP/AR ageing, and a close checklist per entity.
- Payroll support: 941 quarterly return computations prepared for your review, W-2 and 1099-NEC data assembled ahead of the 31 January deadline.
- Return preparation support: source-document organisation and return computation preparation for 1120, 1120-S, and 1065 filings, delivered as a package your reviewing CPA finalises and files.
- Audit and attest support: workpaper preparation, sample selection support, and confirmation tracking for compilation, review, or audit engagements — the report itself is issued only by your licensed firm, as the firm of record.
- R&D tax credit documentation: contemporaneous project and expense documentation assembled to support a claim your firm reviews and files.
- Delaware franchise tax: computations run under both the authorised-shares method and the assumed-par-value capital method, so your reviewing CPA can pick the lower result.
The detail
Deliverables are built to slot into your existing review process, not to introduce a new one. We work in your workpaper templates, your tax software where access permits, and your chart of accounts — the reviewing CPA should not be able to tell which files passed through us by looking at the format.
Review and sign-off flow
- Every deliverable carries a completion checklist showing what was reconciled and what is flagged for your review.
- Ambiguous items are escalated to a named reviewer on our side first, then flagged in the file if still open — never silently resolved.
- Your firm signs, files, and represents. Signature authority rests with your firm alone.
The detail
Everything we prepare goes to your firm for review before it reaches a client or a regulator. We build files to make that review fast: numbers tie out before they reach your reviewer, and every judgment call — a coding decision, an ambiguous receipt, an item that does not reconcile — is flagged in the file rather than resolved by us guessing.
Data security and access
- Access is granted per-engagement and per-team-member, not firm-wide.
- Client source documents are returned or destroyed once an engagement closes, per terms set in the engagement agreement.
- AI tooling used on client data runs in a controlled environment and is not used to train models on your client data.
The detail
Access is scoped to the engagement, not to your whole practice. We work inside access you grant and control — a shared drive folder, a read-and-write role in your accounting software, or a segregated workpaper environment — and that access is revocable by your firm at any time, for any reason, without needing to explain why.
How a pilot runs
- Week 1: your firm shares the engagement, your template, and access scoped to that file only.
- Weeks 2–3: we prepare the file against your existing standard; your reviewing CPA reviews it exactly as they would a staff preparer's work.
- After review: your firm decides whether the file meets your bar, and if it does, what volume and cadence to route next.
The detail
A pilot is scoped to prove the workflow before either side commits to volume. We ask for one real engagement — a single entity close, one quarter of payroll returns, or one clean-up project — rather than a hypothetical sample file, because review quality on a live engagement is the only test that means anything.
What we will not do
- Compilation, review, and audit reports are issued only by a licensed CPA firm.
- Return signature and filing, and Form 8655 Reporting Agent authorisation, stay with your firm.
- Representation before the IRS, and responses to any notice, are handled by your firm.
- Entity choice, sales-tax nexus, and worker classification are advisory calls your firm makes and owns.
- Any contact with your client happens only when your firm initiates it.
The detail
The line matters more here than anywhere else on the site, because the work is closer to the regulated core. We stay entirely on the preparation side of that line.
Questions people actually ask
Does this create a professional liability issue for our firm?
Your firm remains the engaged party for every client and the only party that reviews, signs, or files anything. We operate as a preparation resource behind your review, the same relationship your firm already has with staff preparers — the liability posture does not change because a step of preparation happened off your payroll. Your engagement letters and PI coverage should describe us the way you already describe any outsourced or contract preparation staff; we can provide the documentation your carrier typically asks for.
Do our clients need to know their file passed through you?
That is your firm's call, driven by your own engagement letter and your state board's disclosure requirements — some state boards require disclosure of any outsourcing arrangement, others do not, and rules vary. Every deliverable carries your firm's name, and any contact with your client stays entirely within your firm.
Who signs the return if you prepared the numbers?
Your firm does, always. We prepare the return computation and supporting workpapers for your reviewing CPA to check, adjust, and finalise. Filing, signature, and PTIN attribution stay with the preparer of record at your firm, whose name is the only one that appears on a return.
How is client confidentiality handled on your side?
Access is scoped per engagement and per team member, not firm-wide, and is revocable by you at any time. Client source documents are returned or cleared once the engagement ends, and the team members on your file are named individuals under a confidentiality agreement, not a rotating pool.
What does quality control actually look like before something reaches our reviewer?
Every deliverable goes through an internal reconciliation pass and a checklist against your template before it reaches your firm. Anything that does not tie out, or any judgment call that is ambiguous, is flagged in the file rather than guessed at — your reviewer should never be the first person to notice a number does not reconcile.
Can you handle peak season volume, or does capacity dry up exactly when we need it?
Peak season is the reason firms come to us — capacity that flexes with January payroll deadlines and March/April return volume without your firm carrying that headcount the other nine months. We scope volume commitments with each firm ahead of season specifically so capacity is reserved, not first-come-served against every other client we work with.
What happens if the team member assigned to our files leaves or is reassigned?
We assign a primary preparer to a firm and keep that person on the account across engagements specifically to avoid the continuity loss of a rotating pool. If a reassignment is ever necessary, there is a documented handover period with your reviewing CPA before the change takes effect, not a silent swap.
Is our client data used to train any AI models?
No. AI tooling used in preparation runs in a controlled environment scoped to the engagement and is not used to train models on client data. This is a term in the engagement agreement, not a verbal assurance.
What kind of work can you actually take off our plate — bookkeeping only, or return prep too?
Bookkeeping and month-end close, payroll return computation support (941, W-2, 1099-NEC), return computation preparation for 1120, 1120-S, and 1065 ahead of your review, audit and review workpaper preparation, R&D credit documentation, and Delaware franchise tax computations under both calculation methods. Everything lands as a prepared package your firm reviews, signs, and files.
How do you handle a client who is difficult, disorganised, or slow to provide documents?
That is a client-management question that stays with your firm — chasing documents and fielding client calls remains yours to handle. What we do is tell you clearly and early what is missing so your firm can chase it, rather than sitting on an incomplete file until a deadline is close.
What does a pilot engagement cost us in partner time?
Mainly the review itself, which your reviewing CPA does exactly as they would for a staff preparer's first file — that is the actual test. Setup is one scoping conversation and access provisioning for a single engagement, not a firm-wide onboarding process.
What's the actual failure mode you're built to prevent?
A partner spending March doing data entry instead of reviewing returns and advising clients, because there was nobody else to do the mechanical work. We are the layer that absorbs that mechanical work under your review, so partner and senior time goes to the judgment calls only they can make.
Do you work inside our tax software, or do we have to export everything to you?
We work inside access you grant where your software and licensing permit it, and otherwise inside your workpaper templates with clean handoff files built for import. Either way, the deliverable is built to slot into your existing process without a format conversion step on your end.
What if we want to scale volume up or down season to season?
Volume is scoped per engagement, not locked into an annual contract, specifically because firm need is seasonal. A firm can run one entity through us in the off-season and scale to a full overflow book in Q1, and step back down after April without a standing commitment that outlives the need.
We also work with practices in
United Kingdom and Australia.
Partner with us — or if you are a business rather than a practice, the client track is over here: United States.