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Intuit Select Pro Staffing
Level up your firm with expert staffing made easy. Intuit finds the staff, so you don’t have to.
We’ve perfected the strategy—so you don’t have to
Intuit has rigorously vetted our outsourcing firms to ensure the highest standards for our experts. You won’t have to spend the time searching for quality staff, and all of the staffing experts are fully trained on the Intuit software you use—including ProConnect, Lacerte, and ProSeries Tax.
Rely on pros who know the game
Enjoy the peace of mind that comes with Intuit matching you with staff for your unique needs. All of the tax experts have hands-on knowledge of US tax legislation and experience in delivering individual and business tax returns—which will help you address tax season seasonal talent shortages and create great opportunities for long-term roles.
Bank on coverage that’s customized for your needs
Customizable coverage models will empower your firm to choose the credential level of talent and the type of engagement you need. Whether it’s seasonal, permanent, or project work, count on the tax experts provided through Intuit Select Pro Staffing providers to help power your firm’s prosperity.
We’ve got your best defense in mind
The staffing providers maintain compliance and quality management of your reputation with ISO 27001 compliance for security and ISO 9001 compliance for quality management. These are two of the highest global certificates in data security and privacy achievable to deliver best-in-class client services. Know you’re backed by the highest quality of service and data security.
Adding outside tax preparation staff can strengthen your firm's abilities. New staff can help you:
Scale quickly
Improve margins
Increase productivity
Address tax season seasonal talent shortages
Fill long-term roles
Deliver top-level service and data security
Choosing the right talent for your firm is based on three factors to consider
Location
Where do you prefer the work to be done? US-based or overseas?
Type of work
What credentials do you need and what type of work do you want to outsource?
Payment options
Do you want full- or part-time employees and the same staff for the entire time—or pay-per-return, where work goes to who’s available?
Customer success stories
“The team was great. Overall, it took pressure off me to not have to work 80 hours a week with season."
Elmer Howard, Prosperity Financial Accounting
"Working with Intuit's outsource staffing this tax season was a fantastic experience... A more positive experience than I had even hoped for."
Sandra York, CPA
Ready to bring some new players to your game?
Please answer a few important questions below so we can best customize your staffing provider matches.
Outsource staffing FAQs
General questions
Tax preparation outsourcing helps to free up time during the busy season, while helping to 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.
Intuit has partnered with 3 outsource staffing providers that are well-versed in ProConnect Tax, Lacerte, ProSeries, and QuickBooks. The staff at each provider is also well-versed with many other tax and accounting software as well.
Anyone can benefit from outsource tax preparation. Our partners work with sole proprietors to multi-partner firms to multi-service firms with dozens to hundreds of employees.
Costs vary by requirements and can be full-time employee-based or per-return-based. Each partner’s cost structure is slightly different and also varies by US-based staff versus international staff. Intuit has worked with each partner for a specific pricing structure for practices that use Intuit professional tax software. Many partners also offer a free trial so that you can experience the level of work before committing.
Turnaround time varies according to volume of work related to the job and the business model you have selected. Each partner has their own set of service-level agreements they will review with you.
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.
Staffing varies across sites in the US and India. 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.
Working hours vary by partner and team, but most US-based teams work Monday to Friday during normal working hours and our India teams operate on several shifts to best meet the needs of US-based offices. Those with India staff utilize Big 4 methodology. The team often works India daytime hours, which is nighttime US. 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.
The team lead, who is your primary contact, will have fluent English language skills. US-based escalation paths are available if required.
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.
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.
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:
- Intuit is not responsible for the Service Providers or their acts or omissions. Such responsibility is solely and entirely with You.
- Intuit does not ensure or promise that any Service Provider is capable of performing any specific work or has been educated to any particular level. All verification of credentials and skills shall be performed solely by You.
- Intuit does not perform background checks on Service Providers. Intuit makes no representations regarding the criminal history or other biographical information of any of the Service Providers.
- You assume full and exclusive responsibility for the work product of any Service Provider as if, and to the same extent that, You performed such work personally. This includes (but is not limited to) responsibility for any tax filings prepared by any Service Provider employed or engaged by You.
Legal and Standards Compliance
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.
You are solely responsible for compliance with the above laws, regulations, guidelines, and standards with respect to any work performed by You or the Service Provider, and any other legal or other requirements concerning the same. Intuit assumes no liability for such matters.
Disputes
You must raise any dispute arising out of or relating in any way to these Terms or the Services within sixty (60) days from the date on which the event giving rise to such dispute is alleged to have occurred. Any dispute not raised within such time period shall be deemed to be waived, notwithstanding any different or contrary period of time set forth in the substantive law or statute(s) of limitation that would otherwise apply.
Term and Termination
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.
Disclaimer
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.
Limitation of Liability
TO THE FULLEST EXTENT ALLOWED BY LAW, INTUIT SHALL NOT BE LIABLE UNDER ANY CIRCUMSTANCE FOR ANY SPECIAL, CONSEQUENTIAL, INCIDENTAL OR EXEMPLARY DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH THESE TERMS, THE SERVICES, OR ACT OR OMISSION OF ANY SERVICE PROVIDER, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOST PROFITS, LOSS OF USE, LOST DATA, OR ANY DAMAGES OR SUMS THAT YOU ARE REQUIRED TO PAY TO THIRD PARTIES, EVEN IF INTUIT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN THE EVENT THAT INTUIT IS FOUND RESPONSIBLE FOR BREACH OF ANY ALLEGED LEGAL DUTY OR REQUIREMENT RELATING TO THE SERVICES, INTUIT’S SOLE LIABILITY, AND YOUR EXCLUSIVE REMEDY IN CONNECTION WITH ANY SUCH CLAIM OF ANY KIND, SHALL BE FOR INTUIT TO REPEAT PERFORMANCE OF THE SERVICES GIVING RISE TO SUCH CLAIM. THE DISCLAIMERS IN THIS SECTION SHALL APPLY WHETHER ANY SUCH CLAIM IS BASED UPON BREACH OF CONTRACT, WARRANTY OR ANY STATUTORY DUTY, NEGLIGENCE OR OTHER TORT, PRINCIPLES OF INDEMNITY OR CONTRIBUTION, THE FAILURE OF ANY LIMITED OR EXCLUSIVE REMEDY TO ACHIEVE ITS ESSENTIAL PURPOSE, OR OTHERWISE.
Indemnity
You will indemnify and hold harmless Intuit for any acts or omissions by Services Providers under any engagement, understanding or definitive agreement, including damages caused or incurred by Service Providers in connection with such engagement, understanding or definitive agreement, or violation of any of the Terms as set forth herein.
No License
These Terms do not grant any right to You to use any Intuit trademarks, logos, branded material, or other content in connection with the Services.
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