TAAS is your trusted back-office partner, offering white-label tax, accounting, and audit support for U.S. CPA and wealth management firms so you can grow without the overhead.
Have Questions About TAAS? We’ve Got Answers.
Understanding how TAAS fits into your business is key to making the right decision. Below are answers to some of the most common questions we receive—from how our services work to how we protect your data and integrate with your systems.
TAAS Overview
TAAS stands for Tax, Accounting, and Audit Support—a white-labeled back-office solution designed for CPA firms, RIAs, and businesses. We handle routine and specialized accounting functions behind the scenes, allowing your firm to scale efficiently while maintaining full ownership of the client relationship. You stay client-facing—we take care of the rest.
No. Our TAAS model is completely white-labeled. We operate under your brand, use your communication channels if needed, and follow your preferred workflows. Your clients continue to receive a consistent, branded experience while we deliver accurate, timely work in the background.
TAAS is ideal for CPA firms, Registered Investment Advisors (RIAs), and professional service providers looking to expand capacity without adding in-house staff. We also serve nonprofits, Montessori schools, and SMBs that need reliable back-office support for bookkeeping, payroll, tax preparation, or audit readiness.
Onboarding & Security
We take data security seriously. Our systems are built on secure, encrypted infrastructure with strict access controls and regular backups. We also sign NDAs and confidentiality agreements as part of every engagement to ensure your client information remains protected at all times.
Getting started is simple. We begin with a discovery call to understand your firm’s needs, processes, and client base. From there, we outline a customized service plan, set up secure access, and start with a pilot phase to ensure a smooth transition before scaling.
Yes. We work with all major accounting, tax, and payroll platforms—such as QuickBooks, Xero, Gusto, Drake, and more. Our team adapts to your workflows and systems, ensuring a seamless fit without requiring your firm to change how you operate.
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