Survive & Scale Tax Season Without 80-Hour Weeks. Offload the Practice Grunt Work.
Delegate tedious client document chasing (W-2s, 1099s, K-1s), Form 8879 e-signature follow-ups, TaxDome pipeline triage, basic workpaper indexing, and software data entry (Drake, UltraTax, ProConnect, Lacerte) to vetted Virtual Assistants. Supervised by a Dedicated Project Manager at no extra fee.
What Your Tax VA Executes Daily
Document Intake & PBC List Chasing
Auditing uploaded client files against tax organizers, cataloging 1099-NEC/MISC, W-2s, and sending polite automated reminder pings.
Form 8879 / 8878 Signature Tracking
Monitoring e-file authorization returns inside TaxDome or Canopy, matching signed forms to return files before deadline cutoffs.
Year-End Trial Balance & Book Tie-Outs
Reconciling bank accounts and balance sheets in QuickBooks Online/Xero so 1120-S / 1065 schedules balance with zero discrepancy.
Sustainable Firm Growth
Why Tax Firm Leaders Partner With SageDoer
Tax practice profitability relies on billable advisory and complex return reviews—not administrative document sorting, portal troubleshooting, or hunting missing statements.
End Tax Season Burnout
Protect your energy and firm morale. Hand off document sorting, organizer checking, and portal hand-holding so your CPAs focus on high-margin filings.
Strict Confidentiality & NDAs
Your clients entrust you with Social Security numbers, bank details, and business earnings. Bilateral NDAs and least-privilege cloud access keep records secure.
Up to 70% Overhead Savings
Stop hiring costly local temporary staff or paying inflated recruiter placement commissions. Get skilled administrative talent starting at just $6 to $7/hr.
Zero Management Burden
You don't have to micromanage daily tasks during peak filing windows. Your Dedicated Project Manager monitors quality, workflows, and turnaround times.
Technical Proficiency
Tax Software, Practice Management & Portals We Master
Our specialized assistants are pre-trained in standard tax engines, practice management systems, and client document portals.
Tax Prep & Filing Engines
- Drake Tax & Drake Portals: Source document entry, client intake setups, e-file status monitoring
- Thomson Reuters UltraTax CS: Workpaper integration, source document scanning tie-outs, organizer check
- Intuit ProConnect & Lacerte: 1040/1120 data entry, Link document chasing, diagnostic review
- CCH Axcess / ProSystem fx: Document index tagging, billing sheet reconciliation, routing slips
- IRS e-Services: TDS transcript requests, wage & income transcript compilation, SOR mailboxes
Practice Management & Portals
- TaxDome: Pipeline stage management, organizer reminders, Form 8879 signature tracking
- Canopy: Document management, client portal setups, engagement letter e-signatures
- Karbon: Work item triage, email conversation linking, internal team checklist assignment
- SmartVault & Citrix ShareFile: Folder structure standardization, guest link dispatch, vault audits
- DocuSign & PandaDoc: IRS Form 8879 and 2848 Power of Attorney routing and compliance logging
Accounting, Workpapers & Comms
- QuickBooks Online & Xero: Year-end balance sheet tie-outs, journal entries, trial balance export
- Excel & TicTie Calculate: Digital PDF workpaper bookmarking, tick-mark standardization, 1040 lead sheets
- Dext & Hubdoc: Missing receipt extraction, supplier invoice matching, W-9 collection logging
- Loom & Zoom: Recording brief walkthroughs for clients on how to upload documents to portals
- RingCentral & Dialpad: Front desk phone triage, call screening, and tax consultation booking
Scope of Work
Exact Tasks You Can Offload Starting Next Week
Keep your focus on high-value client advisory, tax strategy consultations, and reviewing returns while your assistant handles practice operations.
Client Document Gathering & PBC Chasing
Reviewing uploaded tax files against Provided-By-Client (PBC) checklists. Identifying missing 1099-DIV, 1098 mortgage statements, or K-1s, and sending polite email or portal pings to keep returns moving.
Form 8879 & E-File Signature Auditing
Distributing IRS Form 8879 (and state authorization equivalents) via TaxDome or DocuSign. Verifying spouse signatures, cross-checking bank routing numbers, and tagging returns ready for transmission.
Source Data Entry & Workpaper Indexing
Populating basic W-2, 1099-INT, and 1098 data directly into Drake, UltraTax, or ProConnect. Bookmarking and renaming source PDFs into standardized workpaper binders following your firm's filing hierarchy.
Year-End Bookkeeping Tie-Outs
Reconciling business client general ledgers in QBO or Xero prior to tax preparation: clearing unearned revenue, categorizing uncategorized expenses, and generating clean Trial Balance workpapers.
TaxDome / Canopy Pipeline Triage
Moving client cards across stages: "Documents Received" -> "In Prep" -> "Ready for Review" -> "Awaiting Signature" -> "E-Filed". Keeping your staff aligned and reducing deadline bottlenecks.
IRS Notice Intake & Transcript Pulls
Logging incoming client IRS/state letters (CP2000, balance due notices), pulling Wage & Income or Account transcripts via IRS e-Services under valid Form 2848/8821, and compiling briefing dossiers for the CPA.
Frictionless Process
How SageDoer Eliminates Management Headaches
A turnkey, fully managed engagement designed so you never have to act as an operational babysitter.
Submit Requirements
Share your practice software (TaxDome, Drake, UltraTax, QBO), expected return volume, and daily bottlenecks via form or WhatsApp.
Finalise The Deal
Your Dedicated Project Manager aligns on turnarounds, executes bilateral NDAs, sets up role-restricted software access, and locks in SOPs.
Expert Execution
Your PM takes full operational control, directing our internal vetted specialists and conducting strict QA on document indexing and data inputs.
Pay Only for Output
Centralized time logs charge strictly for actual VA working time. Project Manager supervision is 100% free.
Objective Comparison
Traditional Freelance Portals vs. SageDoer Fully Managed
See why CPA firm partners and tax professionals choose our managed assistant model over unpredictable freelance marketplaces.
| Evaluation Factor | Traditional Freelance Marketplaces | The SageDoer Advantage |
|---|---|---|
| Platform & Management Surcharges | Up to 40% in hidden client fees, currency conversions, and bid markups | 0% Hidden Fees. Pure hourly rate ($6–$7/hr) only. |
| Daily Team Supervision | You must constantly babysit, explain tax workflows, and audit hours | Dedicated Project Manager acts as your single accountable point of contact |
| Quality Assurance & Tax Literacy | Unvetted freelancers who confuse schedules, misplace W-2s, or miss deadlines | Internally vetted, trained in TaxDome, Drake, UltraTax, and workpaper standards |
| Hiring & Deployment Speed | Weeks spent interviewing candidates while filing deadlines rapidly approach | Instant delegation. We immediately allocate the ideal trained tax assistant |
| Billing & Invoicing Overhead | Fragmented weekly invoices, payment processor splits, and fee disputes | Simple, transparent, centralized USD invoicing with itemized time logs |
| Staff Turnover Risk | Freelancer ghosts in the middle of March; your firm collapses into panic | Immediate internal backup replacement guaranteed with zero workflow disruption |
Predictable Pricing with Free Project Management
No contracts, no placement fees, and no retainers. Choose the dedicated tax practice support tier that fits your filing pipeline.
Part-Time Dedicated
Perfect for solo CPAs & EAs needing document gathering, portal triage & Form 8879 chasing
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management & quality supervision
- Zero setup or onboarding fees
- No monthly membership or platform charges
- Weekly consolidated timesheets & logs
Full-Time Dedicated
For established accounting firms, high-volume seasonal prep, & multi-partner practices
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision & QA audits
- Zero setup or onboarding fees
- No monthly membership charges
- Instant replacement guarantee with zero downtime
Verified Client Reviews
Trusted by CPAs, Enrolled Agents & Tax Practice Partners
Hover over any review to pause the stream.
"Last tax season was the smoothest in our firm's 14-year history. Our SageDoer assistant managed our TaxDome pipeline, audited incoming W-2s and 1099s against organizers, and chased Form 8879 signatures tirelessly."
Brian M., CPA
Managing Partner, Tax & Advisory Group (Dallas, TX)
"Entering basic data into Drake and renaming PDF workpapers was consuming 30% of my billable time. My VA handles the source data entry and organizes folders in SmartVault before I even open the file."
Tanya C., EA
Principal, Apex Tax Resolution & Prep (Phoenix, AZ)
"The Dedicated PM made training effortless. I explained our UltraTax indexing and QuickBooks reconciliation standards once, and their PM monitored daily output so I didn't have to babysit."
David H., CPA
Founder, Heritage Accounting & Tax (Chicago, IL)
"We prepare over 800 individual and corporate returns. Having an assistant pull IRS transcripts, manage Canopy client requests, and verify e-file confirmations saved us thousands in local temp staffing."
Karen L.
Operations Director, Beacon Tax Associates (Atlanta, GA)
"Last tax season was the smoothest in our firm's 14-year history. Our SageDoer assistant managed our TaxDome pipeline, audited incoming W-2s and 1099s against organizers, and chased Form 8879 signatures tirelessly."
Brian M., CPA
Managing Partner, Tax & Advisory Group (Dallas, TX)
"Entering basic data into Drake and renaming PDF workpapers was consuming 30% of my billable time. My VA handles the source data entry and organizes folders in SmartVault before I even open the file."
Tanya C., EA
Principal, Apex Tax Resolution & Prep (Phoenix, AZ)
Frequently Asked Questions
Everything You Need to Know Before Delegating
Specific answers to common confidentiality, software permission, and seasonal scaling questions asked by tax firm owners.
Delegate Your Firm’s Administrative Workload to a Managed VA Specialist.
Stop spending your days sorting PDF receipts, hunting down missing K-1s, and chasing Form 8879 signatures. Schedule a quick 30-minute discovery call or send us your practice requirements.
Request Tax Practice VA Talent
Tell us your software stack and filing season requirements; our PM connects within 2 hours.