Contractor operations across client organizations.

Kelvaro is developing an accounting-firm workspace for multi-client contractor records, readiness, payment operations, reconciliation, and year-end handoff. The current offering is a controlled pilot; availability and commercial terms are confirmed during onboarding.

Current pilot scope

Multi-client operating model

Keep client organizations and their contractor records separated inside one firm workflow.

Tax-document readiness

Track W-9/W-8 workflow status and missing information without treating Kelvaro as the final filing authority.

Payment controls

Keep approval, customer funding, settlement, contractor transfer, and reconciliation as distinct steps where payments are enabled.

Year-end handoff

Prepare readiness records and exports for the accountant or filing provider responsible for final filing decisions.

Scoped team access

Use role and client boundaries so firm users see only the organizations they are meant to support.

Controlled pilot support

Use a monitored support path while the accounting-firm workflow is being acceptance-tested.

Common manual pattern

Separate client spreadsheets and folders
Readiness checks reconstructed at year end
Payment approvals separated from provider state
Exceptions investigated across several systems

Kelvaro pilot model

Client-scoped contractor operations
W-9/W-8 and year-end readiness tracking
Approval → funding → SETTLED → transfer → reconciliation separation
Accountant or filing-provider handoff

Current boundaries

No canonical public accounting-firm price or self-serve free-trial promise.
Native 1099 e-filing is not part of the current controlled pilot.
Native QuickBooks/Xero synchronization or client import remains unreleased until separately acceptance-tested.
Kelvaro does not determine worker classification or provide legal or tax advice.

Request firm pilot access

getkelvaro.com/firms/signup

support@getkelvaro.com

getkelvaro.com/accountants