Rightworks Outsourced Tax
Scale your team. Not your risk.
Your outsourced tax team needs access to do real work. Your firm needs control over what they touch. Rightworks delivers both—with purpose-built security for UltraTax outsourcing.
Outsourcing was missing the
right controls. So we built them.
right controls. So we built them.
No more guessing who has access
We impose role-based separation, so access is always scoped to exactly what each user needs, and you can always see who has access to what, and why.
Staff only use approved, managed devices
Our Device Lock tool restricts access to approved endpoints only, so unknown devices never get through—no matter where your staff are working from.
A model that keeps you compliant
We give you documented, enforceable access controls that hold up to client disclosure, regulatory review, and cyber insurance scrutiny.
Five layers of control, built for outsourced tax teams
Rightworks Outsourced Tax gives outsourced and offshore staff the access to do real tax work, inside a segmented environment your firm controls. Currently supports UltraTax workflows, with more tax apps coming soon!
Dedicated Outsourced User Roles
Creates a clean, defensible separation between your full firm users and outsourced staff—so you can always explain who has access to what, and why.
Time and Usage Controls
Especially useful for offshore teams working different time zones—time-based access controls let you align usage to policy automatically, not manually.
Segmented Server Environment
Your outsourced team operates in their own segmented space. They can do real tax work in UltraTax without ever touching the parts of your firm they don’t need.
Device Lock
Ensures outsourced staff can only access your systems from approved, trusted devices—so unmanaged or unknown endpoints never get through.
Controlled File Share Access
Files flow one way—from your firm to your outsourced team. This prevents unintended data movement and gives you confidence that client data stays where it belongs.
How Outsourced Tax compares
to other providers
Generic hosting treats outsourced staff like full employees. Local IT builds one-off
solutions that don’t scale. Offshore vendors own access you should control. Here’s
how Rightworks is different.
Meet OneSpace—the platform behind secure outsourcing
Outsourced Tax runs on OneSpace—our secure, all-in-one environment that’s been purpose-built for accounting workflows. OneSpace allows you to bring identity, device, and environment controls together so your firm can outsource without compromising security.
- Control which apps outsourced staff can access—without ever sharing passwords
- Restrict access to approved, trusted devices only
- Keep outsourced work in a segmented environment, separate from your firm’s primary space
Outsourced Tax
FAQs
FAQs
Most firms outsource labor successfully—but not access. If your current setup involves shared credentials, over-permissioned users, or manual controls that weren’t built for outsourced tax workflows, you’re managing risk informally. That works until it doesn’t—and the moment it doesn’t is usually an audit, a client question, or an incident. Rightworks replaces informal controls with enforced ones.
Rightworks Outsourced Tax is a purpose-built user type that gives outsourced, offshore, and seasonal tax staff secure, segmented access to UltraTax—without giving them the same access as full firm employees. It enforces clear separation between outsourced users and your core firm environment, so you can scale your tax capacity without increasing your exposure.
No. Rightworks Outsourced Tax is designed for any outsourced, offshore, nearshore, seasonal, or third-party tax staff. Whether you’re working with a BPO, an independent contractor, or a seasonal preparer during busy season, the same controls apply—dedicated role, segmented environment, controlled file access, and time-based restrictions.
Generic hosting treats outsourced staff like full firm employees—giving them the same level of access to your systems. Rightworks Outsourced Tax enforces separation by design: a dedicated user role, an isolated server environment, one-directional file sharing, and time-based controls. It’s not a policy bolted onto existing infrastructure. It’s a purpose-built access model for outsourced tax work.
Rightworks Outsourced Tax is currently purpose-built for UltraTax workflows. If your firm uses other tax applications, talk to our team about what’s available and what’s on the roadmap.
Many firms are required to disclose outsourced tax work to clients, and regulators and insurers increasingly ask for documented evidence of access controls. Rightworks Outsourced Tax gives you a clear, defensible access model—dedicated roles, segmented environments, and controlled data flows—that you can explain to clients, auditors, and insurers with confidence. It turns a risk conversation into a trust conversation.
No. Rightworks Outsourced Tax is an add-on user type within and requires Cloud Premier or Firm Premier.
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