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// Pillar 01 — Back-Office
Your back office, handled.
We take the repeatable, time-consuming work off your desk. Our team answers your calls, supports your customers, books your appointments, keeps your HR records in order and prepares your books and tax returns — under one monthly fee.
// 01° — What's included
Outbound calling campaigns run to your script, targets and compliance rules.
Support by phone, email, live chat and chatbot, in your brand voice.
Prospect research, outreach and qualified meetings booked straight into your calendar.
Calls answered out of hours for law firms, clinics, medical practices and other offices — messages taken and urgent calls routed.
Surveillance room setup and remote camera monitoring by trained operators.
Full remote HR support and documentation, from onboarding paperwork to records.
Excludes in-person interviews.
Bookkeeping, reporting, financial analytics and tax return preparation.
Excludes in-person filing with government offices.
// 02° — Tax return preparation
Returns & filings
Software
Drake · Lacerte · ProSeries · UltraTax CS · CCH Axcess · TaxAct · TurboTax
Returns & filings
Software
TaxCalc · IRIS · CCH · BTCSoftware · Xero Tax · FreeAgent
Returns & filings
Software
TaxCycle · CCH iFirm Taxprep · ProFile · UFile · Wealthsimple Tax
Returns & filings
Software
FTA EmaraTax portal
Returns & filings
Software
Xero Tax · MYOB · HandiTax · Reckon
Returns & filings
Software
FBR IRIS
We prepare returns and supporting documents remotely. In-person filing with government offices isn't included.
// 03° — Platforms we work in
Brand names are shown to indicate the platforms we work with and do not imply a partnership.
// 04° — How we work
We map your current workflows, call volumes, tools and the tasks you want off your desk.
We agree on team size, working hours, scripts, service levels and reporting for your monthly plan.
Your dedicated team is trained on your systems, processes and brand voice, then starts with close supervision.
Day-to-day delivery with regular reports, quality checks and one point of contact for changes.
// 05° — FAQ
In-person interviews and in-person filing with government offices are not included.
Pricing varies from client to client. Get in touch for rates tailored to your needs.
// Ready when you are
Tell us what you need from back-office and we'll come back with a plan and a tailored quote.