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A virtual assistant for accountants and CPA firms

Reviewed by the VirtualAssist team · Updated 20 October 2026 · Editorial policy

Accountants spend a surprising share of tax season chasing documents, booking calls and answering 'where's my return?'. A virtual assistant takes that admin on so you can focus on the work clients pay for.

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Free consultationNo obligationYour details are never soldUS & Canada-based options
How much time could you get back?

Move the sliders to the hours you spend each week on tasks an assistant could take over.

0 hback every month
0 daysof working time a month
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What you get

Document chasing

Organisers sent, missing items followed up.

Client scheduling

Review and signing meetings booked.

Onboarding

Engagement letters and portal invites handled.

Seasonal scale

More hours in tax season, fewer in summer.

Accounting-firm tasks to hand over

  • Send organisers and chase missing documents
  • Book client review and signing meetings
  • Send engagement letters and track signatures
  • Answer status questions with approved wording
  • Update the practice-management system
  • Prepare invoices and payment reminders

Who it's for

  • Solo CPAs and EAs
  • Small accounting and tax firms
  • Bookkeeping practices
  • Fractional CFO firms

How it works

Tell us what you need

Tasks, hours and where your assistant should be based.

Free consultation call

A short call to understand your business and goals.

Get matched

With the right assistant for your work, tools and time zone.

Request a free consultation

Tell us a little about your business and the help you need. We'll arrange a short call to understand your work and match you with the right assistant or receptionist. No obligation.

What do you need? *
Where should your assistant be based? *
Which tasks? (optional, pick any)

* Required

Prefer email? hello@virtualassist.com

Questions

Can a VA work in my practice-management software?

Yes. Most VAs work inside your portal, CRM and practice-management tools with their own login.

How is client data protected?

Use individual logins, two-factor sign-in, an NDA and least-privilege access; many firms prefer US-based assistants for this work.

Can I add hours just for tax season?

Many services let you increase monthly hours during busy season and reduce them afterwards.

Related guides

Bookkeeping VARead →VA for financial advisorsRead →US-based virtual assistantsRead →VA for small businessRead →
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