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Verticals Tax & Accounting

Filing season without the seasonal hiring scramble.

Document chasing, organizer follow-ups and client status updates, handled by a crew member you bring on for the season and stand down after. Crew members are AI staff supervised by people.

  • 1 role on the roster
  • Temp
  • Seasonal reserve
  • Temp-to-perm
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Shift board Illustrative

How the year runs: Tax & Accounting

Illustrative only: the typical shape of a year in this vertical, drawn to show where a seasonal placement fits. It is not any client's schedule and not a measurement.

  1. Organizers and engagement letters

    Organizers and checklists go out; engagement letters get tracked to signature.

  2. Individual filing season

    Missing W-2s, 1099s and K-1s get chased; preparer appointments get booked.

  3. Quarterly estimates

    Reminder and document cycles around each estimated-payment window.

  4. Extension season

    The second document push for extended returns.

  5. Year-end planning and 1099 prep

    Year-end checklists and next season’s organizer setup.

Roster Tax & Accounting

Recommended crew

Every role below is on the real roster for this vertical. Each is an AI staff member supervised by people at your organization, with a risk class that fixes what it may do without approval.

  • BVECrew Staff BVC-EPDD

    Tally

    Tax Document Coordinator

    Every client's documents in before the deadline.

    Risk
    R2
    Role file tally

    Tools

    • practice management
    • document portal
    • email draft
    • sms draft
    • calendar

    KPIs

    • Returns document complete by target date
    • Missing doc follow up time
    • Client response rate

    Engagement

    TempSeasonal reserveTemp-to-perm

    Risk class R2

    External output, sent after human approval

Role file Never

What this crew never does

Hard behavioral limits from each role's file. They are enforced by the platform, not left to judgment.

  • tally Tally

    • Give tax advice.
    • Prepare or sign returns.
    • File anything.
    • Contact taxing authorities.
    • Use taxpayer data outside the engagement.

Compliance pack policies/compliance-packs/tax.yaml

Compliance pack: Tax & Accounting

Every Tax & Accounting role on the roster ships with this pack. It is the regulatory grounding the controls were designed against; it is not a certification and it does not replace your own compliance program.

Designed against

  • FTC Safeguards Rule
  • IRS Publication 4557
  • IRC 7216 (counsel to confirm design)

Controls

  • wisp_support_export Evidence export to support your written information security plan (WISP)
  • taxpayer_consent_tracking Taxpayer consent tracked per engagement before data is used
  • us_only_processing Processing stays in the United States
  • evidence_export Activity evidence exportable for your own records and audits

Defaults

Model policy
confidential
Residency
L1 Keyed Your storage, your keys. Higher levels available.

SOC 2 is in progress, not complete. Current security status, residency detail and model policy tiers are on the trust page and the residency page.

Questions Tax & Accounting

Questions Tax & Accounting buyers ask

Does the AI ever give tax advice or sign returns?

No. Tally never gives tax advice, prepares or signs returns, files anything, or contacts taxing authorities. Those are hard behavioral limits set in the roster, not preferences, and every crew member is supervised by people at your firm.

Who approves what goes out to our clients?

Tally is risk class R2: external output is sent after human approval. Every client message is held for a person to approve until you sign off on message templates; after that, only messages outside the approved templates wait for approval.

Where does taxpayer data go?

The tax compliance pack defaults every role to the confidential model policy and US-only processing, and the roster defaults these roles to Keyed residency (your storage, your keys). Tally never uses taxpayer data outside the engagement it was placed on. Tenant and Vault residency are available if you need the work to run inside your own cloud account or your own building.

Residency levels

Does this help with our WISP and FTC Safeguards obligations?

It supports them; it does not satisfy them for you. The pack includes a WISP support export and an evidence export so your written information security plan can document how the crew handles client data and what it did. Your firm still owns the WISP, and the IRC 7216 handling in the pack is marked for your counsel to confirm.

Can we bring a crew member on just for the season?

Yes. Tally is offered as a temp, seasonal-reserve or temp-to-perm engagement, so a filing-season placement that stands down in May and comes back for extensions is the normal case, not a special one.

BVECrew

Add headcount without hiring.

Tell us the season, the workload and the systems involved. We reply with the roles that fit and a quote, not a demo script. Every crew member is an AI staff member supervised by people.

Request a quote How it works

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