Tax preparation co-sourcing is the delegation of tax preparation to an external provider that prepares, manages and administers the process based on defined and measurable performance criteria. Co-Sourcing is the wave of the future. It’s ability to free up time normally spent on returns and dramatically reduce the need for temporary staff during tax season means immediate returns in cost, time, and team productivity.

What if all you had to do was think about your work and it gets done? No more typing, no more 10-keys and no more spreadsheets. Sounds too good? TriTech Services has made this a reality.

At TriTech Services, we understand the challenges faced by Insurance Companies and CPA firms that handle tax compliance services. Challenges you might face such as hiring and training staff, managing frenzied busy seasons, and providing the highest level of service in an ever-changing competitive environment. Originally TriTech was formed as a software development company. Now, TriTech Services has refined a delivery model for insurance tax prep by developing a complete web-based co-sourcing solution for insurance companies and CPA firms seeking to reap the benefits of co-sourcing. Now, small and mid-sized insurance companies and CPA firms alike can level the playing field by leveraging a resource pool – an option once only available to major companies and the Big 4.

We are experts in Premium and Municipal tax and workflow automation. Having transitioned companies from a paper-based process to a paperless one, we can play a critical role in your firms paperless office initiative. Alternatively, we offer flexibility in our operating model to work with your existing workflow and processes to do the work the way you want. Throughout it all, we can help you achieve cost savings while providing the quality tax prep you desire.

• TriTech Services combines cost savings with the efficiencies of technology to deliver the most innovative and complete tax preparation solution. Our experience and expertise in the industry means you can be confident in the quality of our work. We are committed to understanding and exceeding customer expectations.
• Time Saving – Free up time for use on more productive tasks
  Co-sourcing offers several potential benefits to insurance companies. It frees professionals’ time from performing perfunctory duties such as form filing and data entry; that time savings can be used more productively in tax planning. Tax co-sourcing lessens the need for temporary professional staff during the busy season.
• Quality and Experienced Team
  At TriTech Services, we place a premium on quality – period. We recognize that Insurance Companies and CPA firms want a cost effective co-sourcing solution, but do not want to compromise on quality. We have made significant investments in our people and processes and hire only the best and train them extensively. Our qualified tax preparation staff consists of accountants, CPA’s and industry professionals – some with over 30 years of experience. In addition, they are well versed on retaliatory calculations, qualified premiums, guarantee funds and other credits, as well as municipal tax and premium allocation.
• Transparent Process
  You remain informed the entire time. While a return is in process, you can access your returns from anywhere using our Internet-based document management tool. When the return is complete, it is also sent to you digitally using a PDF file format. Our web-based software allows you to track your returns as our staff prepares and reviews them. We do all the work, but you are always in control.
• Secure
  Our security features give you yet another reason to rest easy. Our servers are located at a U.S. based data facility that uses the latest data encryption technology to protect your information from prying eyes. Our system maintains all of your information, and a log entry is generated each time your information is accessed. Our accountants are also bound by comprehensive non-disclosure agreements that require complete confidentiality.