Get through tax season without drowning in admin. A dedicated virtual assistant handles client scheduling, document chasing, and your inbox.
Accounting and bookkeeping firms face a brutal seasonal crunch — and the admin around it (chasing documents, scheduling, onboarding) eats into billable time. A dedicated assistant absorbs that load so your team can focus on the work that pays.
Book and confirm client calls and send reminders.
Request, collect, and follow up on client documents.
Triage email and keep client communication moving.
Organize and enter data and keep records tidy.
Handle the admin of bringing new clients on board.
Track filing deadlines and keep your calendar organized.
Add hours for tax season and scale back after — month to month, no contract or year-round payroll.
A dedicated, native-English assistant who learns your process and your clients.
No idle time billed — you pay only for work that's actually done.
Plans start around $360/mo for 10 hours, scaling down to ~$30/hr as you add hours. Pay only for completed work, and unused hours roll over.
See Time etc plans →Client scheduling and reminders, document collection and follow-up, inbox management, data entry and organization, client onboarding admin, and deadline tracking.
A professional, native-English US/UK assistant is well-suited to client-facing admin. For sensitive financial data, confirm the provider's security practices and put appropriate confidentiality agreements in place before sharing anything protected.
Yes — many firms scale hours up during the crunch and back down afterward. Because there's no contract, you only pay for what you need.
No. Time etc is month-to-month with no long-term commitment, and unused hours roll over.
Time etc pairs you with a dedicated, experienced assistant — no contract, no commitment beyond the month.
Get started with Time etc →