If you run a US CPA firm, you don't need another software demo. You need reliable people who can clear your tax, bookkeeping, and payroll backlog — without blowing up your margins.
With Indefine, you get a dedicated offshore pod that works only on your clients, starts in 72 hours, and costs from $10 per hour per staff member.
NetSuite
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Built only for US CPA firms — not general small businesses or ecommerce clients.
People who live in US tax forms, US GAAP, and the tools your firm already runs.
Month-to-month with no seat minimums. Scale for tax season, drop it right after April 16.
Senior reviewer on every engagement. Partners see cleaned-up work, not raw output.
Indefine is designed to fix these three problems directly — not sell you a generic outsourcing menu.
Senior US preparers at $90k+ are hard to hire and slow to onboard. You can't flex the team for February–April, so partners burn out instead.
Clients expect monthly books with tax work. At $45–$65/hr loaded cost in-house, bookkeeping drags your effective rate down on every engagement.
Different preparer every week, inconsistent workpapers, partners re-reviewing everything. You end up doing the work you were trying to outsource.
We focus on the three things firms hire us for — and build a dedicated pod around each one.
End-to-end prep and workpapers for your review, across individuals and entities, federal and state.
Recurring work your team has outgrown but your clients still expect.
The moving parts of multi-state payroll — so your team doesn't have to own them.
You're not buying a shared pool. You're getting a dedicated pod that you can scale up or down as your calendar shifts — with the depth to handle US tax and GAAP properly.
The quick version → Dedicated staff, built-in senior review, live in 72 hours, $10/hr, month-to-month.
Each firm gets a pod of three — so partners stay out of the weeds while staying in control.
Billing is month-to-month, invoiced every two weeks — so you can pilot with a limited scope before expanding.
Seasonal surge? Add a tax-season preparer for 10 weeks at the same rate. No annual lock-in.
You keep control of your environment and authorizations. We operate inside the guardrails you already trust.
ISO-aligned policies, strict access rights, audit logs, and regular third-party oversight.
Virtual desktop infrastructure only. No local downloads, USB access, or personal devices.
Firm-level NDAs plus per-engagement confidentiality. Background checks on every staff member.
Consent workflows designed to respect §7216 while we operate as your subcontractor.
You don't need a drawn-out procurement process to see if this model works for your firm.
Align on services, volume, timing, and tech stack. We confirm we can staff it.
Short agreement and NDA your legal team can review without a 45-page SOW.
Video intro with your preparer, reviewer, and coordinator. Approve or adjust.
VDI access provisioned, secure file share set up, first returns or close cycle in motion.
We increased tax-season capacity without adding a single US preparer, and drafts came back review-ready — so partners actually took weekends off.
After trying other offshore vendors, this was the first time the same preparer stayed on our clients year-round. That continuity was what we were paying for the whole time.
Names are anonymized by partner request. Direct references available under NDA.
Yes. The core staff and reviewer rates you see are what you pay — no separate platform markups or hidden tiers. Coordinators are included with every pod.
That's the default model. Your preparer is assigned to your firm and stays on your book of business unless you request a change.
We'll replace staff within a few business days while keeping your deadlines moving. You don't pay for ramp on the new hire.
Yes. You can spin up additional tax-season capacity and spin it down after peak — without annual commitments.
Tell us a few details about your firm and the type of support you need — tax prep, bookkeeping, payroll, or a mix. We'll send a tailored rate sheet within one business day.
15 minutes · No pitch deck · If we're not a fit, we'll say so.