Intuit Select Pro Staffing

Growing your team can be tough. With outsourcing, you can free up time in finding quality staff.

From tax prep to bookkeeping, or auditing work, increase your firm’s capacity with Intuit Select Pro Staffing.

Ready to start experiencing freedom in your firm? Complete the form below and we’ll connect you to a vetted partner, and you can schedule an introductory meeting with them.

Thoroughly Intuit-vetted

We vet our staffing partners through a rigorous process that includes reference checks, mystery shoppers, and security reviews. They must ‌meet standards of accuracy, turnaround time, and communication.

Unlock time year round

Free up your schedule like data entry and other mundane work so you can focus on higher-value work. Plus, there are no hassles of payroll, IT, HR compliance equipment, or 1099s.

Flexible staffing solutions

Choose from different levels of talent. Whether you need seasonal support, full-time or part-time workers, Pro Staffing offers customizable virtual staffing solutions to fit your firm’s needs.

Best-in-staff security

All partners maintain compliance and quality management with ISO 27001 compliance for security and ISO 9001 compliance for quality management, two of the highest global certificates in data security and privacy achievable.

Adding virtual tax staff can strengthen your firm's abilities to:

Scale quickly

Improve margins

Increase productivity

Address tax season seasonal talent shortages

Fill long-term roles

Deliver top-level service and data security

Collaborate with top-tier, Intuit-approved tax staffing partners.

International

Significant cost savings
Work progresses while you sleep
Access a vast pool of pre-screened talent proficient in U.S. tax regulations

Domestic

Staffed in the U.S.
Never more than three time zones away
Native English speakers

Choosing the right talent for your firm starts with three factors:

A person with a laptop in a paper-filled cubicle.

Type of work

From tax prep, bookkeeping or administrative, what type of work do you need?

Employment type

Do you need full-time, part-time, or pay per return staff?

A group of people sitting on top of a bench.

Location

Do you prefer your virtual staff to work internationally or domestically?

Ready to get started?

Tell us your needs and we will match you with the perfect partner.

Got questions? We got you.

We understand these decisions can be tough. Click below to see most frequently asked questions.

Customer success stories

“Pro Staffing enabled us to take on 200 new clients - it simplified the data entry portion of returns and allowed me just to review.”

Lisa Kirby, Director of Operations, Performance Tax LLC

Ready to get some help with your firm?

Please answer a few important questions to help match you with a staffing provider that best fits your needs.

What is the difference between international and domestic staff?

What is outsource staffing and how does it work?

Outsourcing helps free up your time throughout the year, and maintain the same quality you rely upon from your own staff. It can help cut staffing costs without losing qualified employees, provide a more stable workload for your staff, and fill in any staffing gaps you might have to help you maintain or grow your business.

Outsourcing has a few different business models to match the needs of your practice. From full-time employees to per-return requests, US-based staff to international preparation, there is a model that is right for you and your business needs.

How much does outsource staffing cost?

Which US tax and accounting software can I use?

What kind of practice benefits from these services?

What is the turnaround time for returns?

How is data security managed— especially when being prepared internationally?

Our partners, at a minimum, are ISO 27001 and ISO 9001 certified, which are 2 of the highest global certifications any company can have. The ISO 27001 is about privacy and data security. International staff are biometrically badged, and when they walk in the building they check their cellphones into lockers. They have desktops with no USB drives or ability to print, and 24-hour screen monitoring technology. This is then overlaid with ISO 9001 certification, which is around the rigorous security controls in place.

Depending on your sharing preferences, our partners prefer to keep supporting documents for tax engagements in your environment. Should you need to send data to our partners, they offer a 256-bit SSL-encrypted client portal.

Where are the locations, and what are the qualifications of the staff?

Staffing varies across sites in the US and internationally. Many of the managers and senior accountants have experience with Big 4 firms and are well-versed in complex tax and accounting practices. Qualifications of the staff provided suit the complexity of your request and range from registered tax preparer to CPA to enrolled agent and other qualifications. Talent is aligned with the complexity or difficulty of work. Our partners have preparers, reviewers, and managers on both the 1040 and business return side depending on their expertise.

What are the working hours?

Working hours vary by partner and team, but most US-based teams work Monday to Friday during normal working hours and our international teams operate on several shifts to best meet the needs of US-based offices. Those with international staff utilize Big 4 methodology. The team may work nighttime US hours. The team lead, a chartered accountant, works until mid-day US Central Time to be able to take escalation calls, priority calls, training calls, and hurdles. The key is establishing a routine, such as sending work by end of day, work gets done overnight, and when you come into the office the work is ready to review.

If I utilize international staff, what can I expect for communication skills?

What is 7216 and what’s the requirement?

7216 is an IRS disclosure form and there are two types, one that is included specifically for your 1040 returns and one that can be included in your engagement letter for your business returns. Even if the person preparing the return is an employee of the firm, any 1040-series tax return prepared outside the United States requires a 7216 consent form signed by the client. Additionally, many firms notify business clients as part of their standard engagement letters.

How quickly can we start and onboard?

Typically you can get started within a week of signing your contract. The most important part is the onboarding process and documenting your specific process. Our partners don’t want to miss any critical steps of your standard operating procedures. On the tax side, all preparers are trained and confident on the federal side and most returns and schedules, and they will work with you to understand any additional requirements for state returns.

Ready to reduce stress and ramp up capacity?

Get started today! Let us know a little more about your specific staffing needs and we will match you with a staffing partner that best suits your business.

- These Intuit Select Pro Staffing Terms of Service (the “Terms”) govern your use of the Intuit Select Pro Staffing services (the “Services”) of Intuit Inc., for itself and on behalf of its affiliates (collectively, “Intuit”). By clicking on the “Accept” button, or by accepting via any other means provided by Intuit, or by taking any other action to indicate your acceptance (including utilizing any aspect of the Services), you (if you are acting on behalf of yourself as an individual) and your company (if you are acting on behalf of your company) (collectively “You” or “Your”) agree to be bound by these Terms.
  
  Nature of the Services; Relationship to Intuit; Relationship to Service Providers
  
  The Services consist of a resource by which You may gain access to tax and accounting professionals who may be available to assist You in managing Your workload as a tax preparer (such professionals the “Service Providers”). Intuit is neither a placement firm nor an employment agency; rather, Intuit is acting solely as a referral source for You and the Service Providers to be able to connect with one another and to determine, in the separate judgment of each of you, whether to enter into a relationship between yourselves for the provision of services by such Service Providers.
  Intuit does not act as an employer of the Service Providers, and the Service Providers are not independent contractors of Intuit. Service Providers will be employed or engaged solely by You, upon such terms as You and the Service Providers determine.
  
  Responsibility for Service Providers
  
  Because You engage or employ Service Providers directly, and Intuit is not a party to the relationship between You and Service Providers, Intuit accepts no responsibility or liability for any aspect of Your relationship with the Service Providers. Without limiting the generality of the foregoing, this means:
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  There are certain laws and regulations that apply to the preparation of tax returns and related matters. These may include, but are not limited to, the following: (a) Sections 6713 and 7216 of the Internal Revenue Code, and related regulations, (b) ISO standards regarding security and quality management, or other subjects, (c) enrollment, registration, licensing, or other requirements of the IRS, or (d) state or federal training, insurance, or bonding requirements. Other requirements or guidelines may exist in the publications or guidelines of member organizations to which You belong, or that have authority over Your activities.
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  These Terms shall become effective immediately upon Your acceptance in any of the ways described above. These Terms shall continue in effect for so long as You utilize the Services, or until You cease using the services of any Service Provider, whichever occurs later. Intuit may terminate the relationship reflected in these Terms at any time and for any reason upon notice to You.
  
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  Intuit makes no representations or warranties of any kind with respect to the Services or any work performed by the Service Providers. All such matters are provided on an “as-is” basis, and with all faults. INTUIT HEREBY DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES, EXPRESS OR IMPLIED, AS TO THE SERVICES, OR ANY WORK PERFORMED BY THE SERVICE PROVIDERS, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTY OF NON-INFRINGEMENT, MERCHANTABILITY, FITNESS FOR ANY PARTICULAR PURPOSE, OR WORKMANLIKE STANDARDS. INTUIT SHALL NOT BE LIABLE FOR ANY DAMAGE, LOSS, COST, OR EXPENSE FOR BREACH OF ANY WARRANTY.
  
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