Outsourcing that adds capacity without adding headcount
BATS works behind the scenes as an extension of your team: tax preparation, white-label bookkeeping, AP/AR and dedicated remote accounting staff, in your systems and to your standards.
Outsourcing services
Each service has its own page with what's included, how it works and answers to common questions.
Outsourced Tax Preparation for CPA Firms
White-label preparation of 1040, 1065, 1120-S and 1120 returns inside your own tax software, ready for your review and signature.
Learn moreOutsourcing ServicesWhite-Label Bookkeeping for Firms
Monthly bookkeeping, reconciliations and close delivered under your firm's brand, so you can serve more clients without adding headcount.
Learn moreOutsourcing ServicesDedicated Remote Accounting Staff
A dedicated tax preparer, staff accountant or bookkeeper who works as part of your team, on your systems and your schedule.
Learn moreOutsourcing ServicesAccounts Payable & Receivable Outsourcing
Bill processing, vendor payments, invoicing, collections follow-up and cash application, handled on schedule with clear approval controls.
Learn moreOutsourcing ServicesOutsourced Accounting Department
A complete finance back office: bookkeeping, AP/AR, payroll coordination, monthly close and reporting, run by one team for a fixed monthly fee.
Learn moreChoose how you work with us
Per return or per project
Pay for each return, cleanup or project at an agreed rate. Best for seasonal peaks and one-off catch-up work.
Monthly per client
A fixed monthly fee for each bookkeeping or AP/AR client, based on volume and complexity.
Dedicated staff
A full-time or part-time professional who works only on your engagement, on your systems and schedule.
Your clients' data stays protected
Outsourcing only works if your clients' information is handled with the same care you would give it. These safeguards are part of every engagement.
Request our security overview- Confidentiality agreementsSigned before any access is granted, covering every team member on your work.
- Written information security planThe FTC Safeguards Rule requires tax preparers to keep one. Ours covers access, devices, encryption and incident response.
- Role-based access with MFAWe work only through accounts you create, protected with multi-factor authentication, and you can revoke access at any time.
- Section 7216 complianceTax return information is used only to prepare returns. If any work happens outside the United States, we help you get the taxpayer consent the rules require.
- Client disclosure supportAICPA ethics rules require members to tell clients when confidential information goes to a third-party provider. We give you sample engagement letter wording.
- No client contact unless you askWe never contact your clients directly unless you ask us to.
From first call to full capacity
Discovery call
We learn your volume, software, deadlines and review standards.
Agreements and access
We sign a confidentiality agreement and you set up role-based access.
Pilot batch
We complete a small batch so you can check quality and turnaround.
Scale up
We add volume or dedicated staff and review performance with you monthly.
We work in the tools you already use
- UltraTax CS
- Lacerte
- ProConnect
- Drake
- CCH Axcess
- QuickBooks Online
- Xero
- Bill.com
- Karbon
- TaxDome
- Canopy
- Gusto
Outsourcing FAQs
8 answers for firms and businesses considering outsourcing.
What is accounting outsourcing?
Handing defined accounting or tax work, such as return preparation, bookkeeping or payables, to an outside team that works to your standards. You keep the client relationship and final review.
Who signs returns we outsource?
Your firm does. The professional at your firm who reviews and takes responsibility for each return signs it as the paid preparer.
How do we start?
Book a call. We learn your volume, software and standards, sign a confidentiality agreement and start with a small pilot batch.
Can outsourcing cover just tax season?
Yes. Many firms use us for peak season and extensions, then scale down. Others keep dedicated staff year-round.
Do you work for businesses as well as firms?
Yes. Businesses use our outsourced accounting department and AP/AR services to run their finance function without building an in-house team.
How do you price outsourcing?
Per return, per client per month, or per dedicated team member. You get a written rate card before work begins.
How do you protect confidential data?
We sign confidentiality agreements, follow a written information security plan, use multi-factor authentication and work only through the role-based access you grant.
Can we start with a trial?
Yes. Most engagements begin with a pilot batch or trial month so you can check quality and communication before committing to more volume.
Add capacity before your next deadline
Tell us about your volume, software and deadlines, and we'll propose a pilot that fits.