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The bottleneck isn't where it looks like it is
In a firm, how many clients you can take on isn't limited by technical judgment: it's limited by the administrative work each client drags along. Data entry, reconciliation, documentation you chase by email, deadlines.
Hiring someone for that works, but it's one more hire, with its own fixed cost and turnover. And finding one in the middle of tax season is close to impossible.
Let's talk about what's holding you back
This is the sector most cautious about remote work, and for good reason: you handle third-party data and answer for it. That's why the first thing we show isn't what we can do, but where the work happens, who has access and how it's revoked. And we don't take on any licensed function or sign anything on your behalf.
What gets delegated in a firm
- 90 days
- of guarantee from day one
- 20 days
- a year of absence already covered
- 15 days
- working days to present candidates
On your own software
The management software you already use, with minimum permissions and through a virtual desktop we manage. Your clients' data is never downloaded to a personal device.
