Peak season capacity for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — peak season capacity is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside for accounting firms more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for peak season capacity — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Peak season capacity sits inside for accounting firms, alongside White-label bookkeeping, Workpaper preparation, Return preparation support. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

Q4 or January is the realistic start — onboarding and a pilot batch both need real time against your actual review checkpoint. An engagement signed the week before a deadline spends its first weeks on onboarding, not output.

Standing capacity is a reserved baseline of hours held on your files year-round. Surge capacity is the extra block layered on top for the weeks that baseline can't absorb, drawn from that same trained team wherever possible.

The same staff stay on a firm's files season over season wherever the engagement continues, with a documented backup for each person, so the second season starts faster than the first.

A smaller batch of real files, run through your actual review checkpoint, with a defined outcome you assess before committing volume. It's how the fit gets tested while there's still time in the calendar to adjust, instead of finding out in March.

A defined file-cutoff and workpaper-complete checklist matched to your review point, and software access provisioned ahead of the first peak week — not assembled on the fly once volume is already arriving.

No. Every file still passes through your firm's own review checkpoint at the same standard your firm applies year-round — we produce capacity behind that point, and that point stays exactly where your firm set it.

Every surge engagement runs to a defined start and end date agreed in advance, and access closes out on schedule as part of the ramp-down — it isn't left open past the season it was provisioned for.

The standing-capacity plan sets the baseline and the trigger point for surge, and a weekly report during peak shows what's actually queued — so capacity tracks real volume rather than a fixed commitment either side is stuck with.

Yes — the written confidentiality and data-security agreement is signed before the first file transfers regardless of how long the engagement runs, and it covers the full surge window under the same terms.

The same standing-plus-surge structure applies to the extended-filer season — capacity can be scoped to either window, or both, depending on where your firm's own volume actually peaks.