Outsourcing staffing has become essential for many accounting and tax firms, but they also introduce new risks around data security, compliance, quality control, and third-party governance.
This Due Diligence Checklist for Evaluating Offshore Vendors is designed to help CPA firms, accounting practices, and tax professionals systematically evaluate potential offshore partners before making critical decisions.
Inside the checklist, you’ll find a structured framework covering key evaluation areas, including:
Vendor background, experience, and leadership
Infrastructure, technology, and IT security controls
Workforce qualifications, retention, and peak-season scalability
Data security, confidentiality, and IRS-related compliance considerations
Quality assurance processes and internal controls
Insurance coverage, SLAs, and contractual safeguards
Client references, certifications, and industry affiliations
Whether you are exploring offshore support for the first time or reassessing an existing partner, this checklist can help you identify gaps, reduce operational and compliance risks, and protect client trust.
The checklist is designed to be practical and easy to use, supporting internal reviews, vendor comparisons, and due diligence discussions.
Complete the form to download the checklist and use it as part of your offshore evaluation process.
