Bookkeeping / CPA support
$179/month
Locked for 12 months.
600 pages per month.
Organized files, extracted fields and a list of items for your bookkeeper to check.
Overage: $0.25/page, approved by you first.
A clearer desk
We prepare and organize documents, pull out key fields, and give your office an exceptions list with file and page references. Your own people review and sign off.
Ask about document preparation Workflow catalogTier 1 · Document preparation
$179/month
Locked for 12 months.
600 pages per month.
Organized files, extracted fields and a list of items for your bookkeeper to check.
Overage: $0.25/page, approved by you first.
$279/month
Locked for 12 months.
500 pages per month.
Intake documents sorted and prepared for your office’s review.
Overage: $0.50/page, approved by you first.
Founders’ offer · first 5 clients total
The free months are capped at 300 pages/month. Then your selected monthly plan and page allowance begin, with the monthly rate locked for 12 months.
Setup is $750 regular after the founders fill.
Overage is always approved by the client first. During the free months, work stops at the 300-page cap. We agree the scope before starting; there are no surprise page charges.
Tier 2
Tier 3
For the waitlist, include Private or Sealed in the document type field below. Private and Sealed are not available yet.
Please do not send documents through this inquiry form. First we agree suitable document types and a transfer method.
Let’s get started
Tell us how to reach you. We will confirm availability and agree the work together. This is a request, not a payment or a confirmed booking.