If you are drowning in reviews every tax season, you do not have a sales problem, you have a delivery ceiling. Accountably launches to remove that ceiling for U.S. CPA firms, EA practices, and multi-office accounting teams that want scale without chaos. The Accountably’s Own Offshore Delivery Engine (ODE), brings disciplined capacity, review protection, and file consistency so you can expand tax, accounting, advisory, and audit support without burnout or risk. This is for firms that need capacity with control, not resume piles.
● ODE unites people, process, review, and documentation into one operating system to prevent rework and protect deadlines.
● Structured production pods, Review Logic Standards (RLS), and Delivery Reliability Protocols (DRP) bring predictable turnaround and clean files.
● Supports U.S. tax execution, accounting, CAS, advisory, and audit, inside your systems with review-ready files.
● Options include Dedicated Offshore Talent, White Label Delivery Pods, and Build Operate Transfer (captive) units for long-term control.
● Security built in, SOC 2 aligned controls, role-based access, encrypted exchange, and audit trails.
Accountably operated quietly in production for three years before its public launch, giving firms a tested engine for busy seasons and year-round work.
Why Delivery, Not Demand, Limits Firm Growth
Firms rarely stall from lack of clients, they stall when delivery breaks as volume rises. Busy season spikes, partner time trapped in reviews, rework, and missed deadlines show a broken model. Hiring alone does not fix it, costs climb, recruiting lags, and turnover keeps teams in training loops. Each 1065 that sits in review or CAS file delayed past January shows the same issue, delivery becomes the ceiling, and growth stalls even with a full pipeline.
Introducing Accountably’s Offshore Delivery Engine
Accountably is not a staffing vendor. It is a delivery-first offshore partner that plugs structured capacity into your firm. The ODE adds workflow discipline, fast reviews, and partner time recovery.
Inside the ODE
● Structured pods matched to your entity mix and seasonality.
● RLS ensures clear naming, documentation, and predictable reviews.
● DRP defines intake, cutoffs, and milestones to protect turnaround.
● Multi-level review and internal checklists validate accuracy before your team touches the file.
● Real-time workflow visibility, status, blockers, and due dates in view.
● SOP-driven execution across bookkeeping, month-end close, and U.S. tax (1040, 1065, 1120, 1120S, 990).
● Secure execution within your approved platforms using Microsoft Teams for logged decisions.
Result: stable output, consistent work quality, and predictable turnaround your clients can trust.
Leadership on the Mission
“Firms don’t fail for lack of clients, they fail when delivery breaks as they scale,” said Jugal Thacker, CPA, CA, CEO of Accountably. “Clean files, clear ownership, and delivery you can trust. That’s not outsourcing. That’s infrastructure.”
Why Firms Need an Engine, Not a Vendor
Most offshore attempts fail due to unstructured handoffs, weak documentation, and reactive communication. Partners end up rescuing files instead of reviewing them. Accountably fixes this by embedding delivery inside your workflow, your systems, your templates, your logic, with no babysitting required.
Built for Firms Serious About Scale
Accountably supports tax, bookkeeping, CAS, advisory, and audit delivery without lowering quality. Reliable pods handle busy seasons, steady teams manage year-round work, and BOT units create long-term offshore control. The ODE scales your output with structure, quality, and turnaround discipline.
How the ODE Fixes the Root Problem
● SOP-driven execution across core accounting and tax work.
● RLS with file logic, indexing, and version control that protect reviewer time.
● DRP for intake, staging, and milestone checks to keep dates under control.
● Turnaround SLAs with predictable windows by engagement type.
● Live workflow visibility, escalation control, and capacity planning by utilization data.
● Continuity coverage, no work stalls if a team member is unavailable.
“Accountably is not another outsourcing company. It is the offshore operating system for modern accounting firms,” said investor Tejas Lodaya. “What Salesforce did for sales workflow, Accountably is doing for delivery workflow.”
Structured Onboarding for U.S. Firm Standards
Each professional completes a three-week U.S. delivery readiness program covering IRS workflows, GAAP, documentation discipline, and deadline accountability. Teams adapt to your engagement flow, templates, and review style from day one.
Tools Accountably Work In
Teams operate inside your stack, QuickBooks, Xero, CCH Axcess, Lacerte, ProConnect, TaxDome, Karbon, Suralink, JetPack, and more, with structured communication in Microsoft Teams.
Proven in Production Before Launch
Accountably refined its ODE across three full tax seasons from 2022–2025, pressure-testing SOPs, review logic, and turnaround in real client environments. Operating as a U.S.-led partner with structured delivery from India, Accountably gives proximity, scale, and tested reliability. You get an engine that performs, not an experiment you monitor.
Engagement Models That Scale
| Model | Best For | Value |
| Dedicated Offshore Talent | Firms needing year-round production capacity | Full-time accountants working in your tools and templates |
| White Label Delivery Pods | Firms scaling seasonal workload | Pods with managers and reviewers ensuring predictable output |
| Build Operate Transfer (BOT) | Firms planning long-term offshore control | Exclusive offshore centers built, operated, then transferred |
Security and Work Integrity
● SOC 2 aligned controls and recurring audits
● NDA-backed confidentiality, role-based access, and zero local storage
● Encrypted file exchange, background checks, and audit logs
● GAAP-aligned standards and IRS documentation discipline
Work We Support
● Accounting: Month-end close, AP/AR, consolidations, GL reviews, and reporting packages.
● Tax: 1040, 1065, 1120, 1120S, 990, SALT, and review-ready workpapers.
● CAS & Advisory: Monthly financials, payroll, onboarding, cash flow, budgeting, and dashboards.
● Audit Support: PBC coordination, workpaper prep, tie outs, and sampling support.
Results Firms Can Expect
● Production stability, no capacity panic during peaks
● Delivery efficiency, fewer loops, faster reviews
● Review protection, smart files, tight logic
● Margin durability, quality with cost control
● Client trust, deadlines met, communication consistent
● Growth freedom, partners regain time for expansion.
About Accountably
Accountably is a delivery-first offshore partner for CPA firms, Enrolled Agents, and accounting practices across the U.S. Through its Offshore Delivery Engine, Accountably provides structured capacity with Review Logic Standards, Delivery Reliability Protocols, and multi-level review control, helping firms grow with predictable, review-ready delivery.