Remote Admin Support for CPA Firms

Your inbox, managed.
Your focus, restored.

Cleardesk Ops handles the inbox overflow, client follow-ups, and admin tasks that pull you away from billable work — so you can run your practice, not your email.

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Client emails pile up during busy season

Requests go unanswered for days. Clients follow up. You lose time triaging before you can do the actual work.

Admin tasks eat billable hours

Scheduling, document requests, status updates — necessary, but not what you went to school for. Someone else can handle it.

No bandwidth to hire full-time

You need support without the overhead of an employee. Cleardesk Ops gives you a dedicated remote admin at a flat monthly rate.

Process

Up and running
in under a week.

No long contracts, no complicated setup. We learn your firm, your clients, and your preferences — then we get to work.

01

We Connect Over Email

We reach out directly to firms we think are a good fit. If there's interest, we'll share more details about how Cleardesk Ops works and schedule a quick intro conversation from there.

02

We Set Up Your System

We configure your delegate inbox access, document your client preferences, and build a response protocol tailored to your firm. You review and approve everything before we start.

03

Ongoing, Hands-Off Support

We handle your inbox daily and send you a weekly summary every Monday morning. You stay informed without being in the weeds. Adjust or cancel anytime after 3 months.

Packages

Flat monthly
pricing.

Every plan includes a dedicated point of contact, daily inbox monitoring, a client preference log, and a Monday morning summary report. 3-month minimum commitment.

Starter

Starter

$500
per month
  • Daily inbox monitoring (M–F)
  • Client email triage & flagging
  • Response drafts for your review
  • Document request follow-ups
  • Weekly Monday summary
  • Up to 2 email accounts
Most Popular

Growth

$850
per month
  • Everything in Starter
  • Saturday AM coverage (until noon)
  • Appointment scheduling & rescheduling
  • Client intake form management
  • Deadline & task reminders
  • Up to 4 email accounts
Pro

Pro

$1,200
per month
  • Everything in Growth
  • Full inbox send access (with approval)
  • Client portal management
  • Light bookkeeping coordination
  • Monthly ops review call
  • Unlimited email accounts
Add-On Services
Onboarding new clients to your portal
CRM / contact list cleanup
PDF & document organization
Calendar & deadline tracking setup

What You Get

Built for firms
that run lean.

We don't just monitor your inbox — we learn your practice so responses feel like they came from your team.

✉

Client Preference Log

A living document tracking each client's communication style, common requests, and response preferences. Transferable to any future hire.

📋

Weekly Summary Report

Every Monday you receive a clean summary — what came in, what was handled, what needs your attention. No digging through threads.

🔒

Dedicated Inbox Access

We use a firm-specific delegate address — never a shared Cleardesk inbox. Your client sees your firm's name, always.

⚙

Response Protocol

A written playbook covering tone, escalation rules, and what we handle vs. flag for you. You approve it before we start.

Get In Touch

Interested?
Send us an email.

We work with a small number of CPA firms at a time so we can give each one our full attention. Leave your email below and we'll reach out within 24 hours.

Prefer email? Reach us at hello@cleardeskops.co

Do you sign NDAs?
Yes. Every engagement includes a mutual NDA and a service agreement outlining scope, access, and confidentiality before we begin.
How does inbox access work?
We use delegate access through your existing email provider. We never have your password, and access is limited to the accounts you designate. You can revoke access at any time.
What's the minimum commitment?
3 months. After that, plans are month-to-month with 30 days written notice to cancel.
Can I change plans?
Yes — you can upgrade or downgrade at the start of any new billing month. We'll adjust your invoice accordingly.
Do you work with multi-partner firms?
Yes. The Pro plan is designed for firms with multiple partners or staff, with support for unlimited email accounts and a monthly ops review call.