If you are considering working with an offshore preparation partner for the first time, here is exactly what the process looks like — step by step.
Before any client file is shared, we sign a mutual NDA. We agree on your preferred workflow — whether you give us remote desktop access to your system or prefer we work in our own Drake installation and return the files. We confirm the software you use and set up your folder in our secure client portal.
You upload source documents to our shared secure portal — ShareFile or whichever your firm uses. You include any preparer notes on that client — prior year carryforwards, unusual items, anything we should know before we start.
We prepare the return. If anything is missing or unclear, we send you the open items list before completing the return — specific questions, specific line items. We do not make assumptions on your client's return.
Within 48 hours of receiving complete documents, we return the completed return PDF, the software data file, workpaper documentation, and a brief preparer notes summary flagging anything you should review. Everything goes back through the secure portal — nothing over email attachments, nothing over WhatsApp.
You review, make any adjustments, apply your PTIN, and file with your client. The client relationship stays entirely yours.