For CPA & Accounting Firms

Capacity that works like your own team.

Six seat types, each a named professional trained before day one, embedded in your firm's software and standards. You manage the work; we guarantee the bench.

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Accountant organising client source documents

Bookkeeping Seat

Day-to-day transaction processing for your client portfolio: categorisation, reconciliations, and clean month-end files ready for your review.

Best for
Firms with growing bookkeeping volume and stretched senior staff
Typical scope
Bank & card feeds, AP/AR entry, reconciliations, month-end close prep
Reports to
Your bookkeeping manager or client lead
Tools
QuickBooks, Xero, Zoho Books, Dext, Hubdoc

Senior Accounting Seat

Experienced accountants who own the full close: adjusting entries, workpapers, and financial statements prepared to your firm's standards.

Best for
Firms needing close ownership without partner-level pricing
Typical scope
Month-end close, workpaper preparation, financial statements, client queries
Reports to
Your engagement manager
Tools
Full cloud accounting stack plus your workpaper templates

Reviewer Seat

A second set of qualified eyes on work prepared by your team or ours, catching errors before partners or clients do.

Best for
Firms scaling volume while protecting quality
Typical scope
File review, exception reporting, feedback loops to preparers
Reports to
Your quality or review partner
Tools
Your review checklist and workflow platform

US Tax Seat

Tax preparers trained on US federal and state returns, working your busy season in your software under your review protocols.

Best for
Firms buried in 1040/1120/1065 volume
Typical scope
Return preparation, source-document organisation, e-file support
Reports to
Your tax manager
Tools
Major US tax suites per your firm's licence

Cleanup Seat

Focused specialists who take messy, backlogged, or migrated books and return them investor- and audit-ready.

Best for
New client onboarding, software migrations, historical backlogs
Typical scope
Historical reconciliation, chart-of-accounts repair, opening balance validation
Reports to
Your onboarding or advisory lead
Tools
Source and destination systems for each cleanup

Workflow Seat

A dedicated coordinator who keeps your practice-management system honest, chasing documents, updating statuses, and clearing bottlenecks.

Best for
Firms whose partners spend evenings chasing PBC lists
Typical scope
Job scheduling, document follow-up, status hygiene, client reminders
Reports to
Your operations or practice manager
Tools
Karbon, Canopy, Financial Cents, ClickUp, Asana
How Onboarding Works

From signed agreement to productive seat in weeks

Week 1

Match

We present shortlisted candidates from our trained bench; you interview and select.

Week 2

Embed

Access provisioning, SOP walkthrough, and shadowing on live work under your supervision.

Week 3+

Deliver

Independent delivery with our quality oversight running quietly in the background.

FAQ

Questions CPA firms ask us

How Finplify seats fit into your firm.

What roles can a CPA firm staff through Finplify?

Six seat types: Bookkeeping, Senior Accounting, Reviewer, US Tax, Cleanup, and Workflow. Each is a named professional trained before day one and embedded in your firm's software and standards.

How long does it take to onboard a Finplify seat?

Onboarding runs over about three weeks. In week 1 Finplify presents shortlisted candidates from its trained bench for you to interview and select. In week 2 access is provisioned and SOPs are walked through. From week 3 the seat delivers independently, with Finplify's quality oversight in the background.

Who manages the Finplify professional day to day?

You do. Each seat reports to your own managers and follows your review standards, while Finplify guarantees the bench, training, and infrastructure behind it.

Can Finplify prepare US tax returns?

Yes. US Tax Seats are trained on US federal and state returns, including 1040, 1120, and 1065 volume, working in your firm's tax software under your review protocols.

Get Started

Expand your team this quarter, not next year.

Share your context and we'll come back within one business day with a recommended team shape, candidate profiles, and pricing.

  • Response within one business day
  • Recommended team shape & candidate profiles
  • Transparent monthly seat pricing
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