Control and governance layer
Staff, QC & Governance System for Tax Firms
The owner-governance layer for tax firms with staff. Covers delegation, QC, onboarding, review evidence, and practice management boundaries so the firm can control how work moves through the team.
Pricing tiers
Small-team governance for roughly 3 to 10 preparers: handoffs, QC, onboarding, review checkpoints, and owner visibility.
Compare tiersGrowing-firm coordination for roughly 10 to 25 preparers with stronger internal structure, usage discipline, and operational scale.
Compare tiersLargest-firm standardization for roughly 25 to 50 preparers with maximum seat capacity, firm-wide SOP control, and enterprise-level usage.
Compare tiersDelivered as
Best for
- You are protecting the firm from staff-driven inconsistency, missed review, and weak handoffs.
- You need documented handoffs between intake, prep, review, filing, and closeout.
- You need a QC process and visible review structure before returns leave the firm.
- You want onboarding checklists, role boundaries, and access limits for seasonal workers.
What AGENCY helps prevent
Staff working without documented procedures
Handoffs happening informally with no record
No QC step before returns go out the door
New staff onboarded without structure
No clear boundaries between practice management and tax work
Seasonal workers given access without role limits
Core control areas
These are the workflow zones this product is meant to standardize, defend, and make easier to follow across the file.
- Intake-to-prep handoff
- Prep-to-review handoff
- Review-to-filing handoff
- Filing-to-closeout handoff
- Pre-filing QC checklist
- Supervisory review checkpoint
- Error correction workflow
- Return release authorization
- New staff onboarding checklist
- Seasonal worker setup
- Role boundaries and access limits
- Annual re-authorization
- Practice management boundaries
- Delegation procedures
- Escalation rules
- Annual governance review
Preview the structure
A representative look at the kind of material, organization, and review structure buyers receive with this lane.
Governance layer
Agency review and handoff layer
Owner-governance around staff handoffs, QC checkpoints, onboarding, and role boundaries.
Inside the workflow
Staff handoffs
- Intake-to-prep handoff
- Prep-to-review handoff
QC & review
- Pre-filing QC checklist
- Supervisory review checkpoint
Onboarding & roles
- New staff onboarding checklist
- Seasonal worker setup
Sample deliverables
Files and guides you receive
Think of this as the inside-the-system outline: the concrete templates, checklists, and setup materials that arrive with the purchase.
Staff handoff procedures between intake, prep, review, filing, and closeout
Quality control checklists with review checkpoints
Staff onboarding checklists and role boundaries
Seasonal worker documentation and access controls
Delegation procedures with escalation rules
Practice management boundaries and governance framework
Who it is for
- Firm owners with staff, contractors, or seasonal preparers touching client work
- Practice managers responsible for handoffs between intake, prep, review, filing, and closeout
- Firms that need visible QC and review structure before returns leave the door
- Firms onboarding seasonal workers who need documented role boundaries and access limits
What this product is not for
- You want a prep-first product — start with SOLO or an entity edition.
- You want a pure dispute system.
- You need a technical return base first.
Frequently asked questions
What is AGENCY for?▼
Is it a prep package?▼
When do I move from SOLO to AGENCY?▼
Why does it sit later in the order?▼
Start with the right lane.
Use AGENCY when it matches the current workflow, risk, or escalation point in your practice. Add another product only when the work genuinely changes.