Professional & Business Services
From client documents to workpapers, make more room for the work that needs your expertise.
Guide prices are a starting point when publishing jobs. Agree the final scope and price with your selected provider.
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Audit Sample Testing & Workpapers
Tests audit samples against client evidence and drafts referenced workpapers for your auditors.
- Speed / sample
- 2 minutes
- Running cost / sample
- $0.09 – 0.17
Guide priceFrom $1,224
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Candidate Submittal Preparation
Turns a candidate's CV and your screening notes into a client-ready submittal in your template, with each job requirement linked to evidence for your recruiter to approve.
- Speed / submittal
- 60 seconds
- Running cost / submittal
- $0.24 – 0.64
Guide priceFrom $864
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Client Bookkeeping Transaction Coding
Suggests bookkeeping codes for client transactions and drafts questions about unclear items.
- Speed / client month
- 10 minutes
- Running cost / client month
- $0.31 – 0.61
Guide priceFrom $1,008
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Client Meeting Follow-up
Turns your client meeting transcripts into accurate notes, action items and follow-up drafts.
- Speed / meeting
- 3 minutes
- Running cost / meeting
- $0.07 – 0.09
Guide priceFrom $864
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Interview Notes & Scorecard Drafts
Turns interview transcripts into source-linked notes and scorecard drafts for your hiring team to review.
- Speed / interview
- 2 minutes
- Running cost / interview
- $0.13 – 0.23
Guide priceFrom $792
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Tax Document Intake Checks
Sorts a client's tax documents, lists what each one is and drafts a request for the documents still missing, for your preparer to approve.
- Speed / return
- 5 minutes
- Running cost / return
- $0.71 – 1.71
Guide priceFrom $936
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Tax Return Data Entry & Workpapers
Turns client tax documents into draft entries and workpapers for your preparers to check.
- Speed / return
- 10 minutes
- Running cost / return
- $0.87 – 1.67
Guide priceFrom $1,296