Question 1

What does onboarding actually look like?

Accepted Answer

After you sign the agreement, you upload a basic client list — we only need seven fields to run the book scan. Our team returns a written engagement list showing which clients are likely matches and for which programs.

You review the list and decide which clients to approach. Once you give the go-ahead, our network handles the study, documentation, and filing support. You sign the return and keep the client relationship; we work behind your firm's name.

Question 2

How long from signing to my first client being engaged?

Accepted Answer

Timing depends on how quickly we receive your list, how complete the data is, and how responsive your clients are. We'll walk you through the expected timeline for your firm during your intro call.

Question 3

What do I need to provide to get started?

Accepted Answer

We start with a seven-field client list. Nothing more is needed for the initial scan. If a client moves forward, we'll request the supporting documents through a secure upload link — your clients never log in to Specialty Tax Desk directly.

Question 4

Who signs the return?

Accepted Answer

You do. Every engagement arrives with the substantiation file behind the position.

Question 5

Do my clients ever interact directly with Specialty Tax Desk?

Accepted Answer

No. Your firm retains the client relationship. Our network works behind your firm's name, and your client never meets anyone else.

Question 6

What happens if a client's situation doesn't actually qualify after the book scan?

Accepted Answer

The engagement list is yours to review; nothing moves without your say. If a deeper review shows a client does not qualify, we stop the work before any filing — you're never charged a revenue share on an engagement that doesn't move forward. Your firm's start-up fee and annual service fee are separate and apply regardless of how many individual clients ultimately qualify. The year-one fee guarantee covers the gap if the Desk earns you less than you paid. We also flag clients who need more information so you can decide whether to pursue them or focus on clearer matches.

Question 7

How long until I see my first payout?

Accepted Answer

Payout timing depends on the program and how quickly the credit or refund is processed. Some programs move faster than others, and IRS processing times vary. We can share typical ranges during your intro call once we know which programs fit your book.

Question 8

How does the revenue share actually get calculated and paid?

Accepted Answer

Your firm earns 3% on R&D credits we close out of your book. Other programs pay the rate stated on your order form. Your firm is paid the agreed share after the credit or refund is realized. The order form spells out the exact rate, timing, and any program-specific conditions.

Question 9

What does the guarantee cover, and what doesn't it cover?

Accepted Answer

If your firm earns less from the Desk in its first year than it paid us in fees, we pay you the difference, up to what you paid. It covers your firm's own fees. It never guarantees any client's credit, refund or savings. The full terms are on your order form.

Question 10

Why pay a fee when other providers are free?

Accepted Answer

The fees pay for your firm's own Desk: a white-labeled portal, CRM integration, a scan of your whole book, a named account manager and staff training. That's what lets you keep the client and sign the return, instead of handing the client to a national provider. The year-one fee guarantee covers the gap if the Desk earns you less than you paid in year one.

Question 11

Where can I see the tiers?

Accepted Answer

Every tier, fee and what's included is on the Pricing page.

Question 12

Is my clients' data secure?

Accepted Answer

Yes. Client documents come through secure, firm-branded upload links. Your clients do not create accounts or log in. Data is encrypted in transit and at rest, access is limited to what the engagement requires, and we don't sell client information.

A full Security & Compliance overview is coming soon. If you need specific documentation for your risk review, email us and we'll provide it.

Question 13

What happens to a client's documents if we end our engagement?

Accepted Answer

Your client records remain your firm's records. We return or securely destroy documents according to the terms in your agreement, and we retain only what is legally required for the period spelled out there.

Question 14

What size firm is this actually built for?

Accepted Answer

The Desk is priced by the size of your business-client book: Solo Preparers (1–100 business clients), Small Tax Offices (101–300), and Established Tax/CPA Firms (301–600). If you have more than 600 business clients, the Build to Suit option is designed for you.

Question 15

What if I have more or fewer clients than the tiers show?

Accepted Answer

Choose the tier that fits your current business-client count. If you're over 600 or expect to scale past the tiers quickly, use the Build to Suit option on the Pricing page and we'll scope a custom quote on an intro call.

Question 16

Do you offer anything outside R&D, Cost Seg, and FICA Tip Credit?

Accepted Answer

No. The Desk is focused on specialty tax credit recovery. Tariff refunds and general tax strategy planning are explicitly not part of the Desk.

What firms usually want to know.

Getting started

How the work happens

Money

Pricing & fees

Data & trust

Fit

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