Kelvaro · Accounting firms · Controlled pilot
Firm access and commercial terms
Kelvaro is developing a workspace for accounting firms that coordinate contractor records and payment operations across client organizations. Firm access is currently offered through a controlled pilot. Pricing, pilot duration, included workflows, and support terms are confirmed during onboarding for each firm.
What to review with Kelvaro
- The number of client organizations and expected contractor volume.
- Contractor onboarding, document collection, approval, and payment-record workflows needed for the pilot.
- Workspace access, user roles, and your firm's client-review process.
- Commercial terms, onboarding scope, and support arrangements.
Current pilot boundaries
Native 1099 e-filing, production QuickBooks or Xero synchronization, and international payout execution are outside the current controlled pilot. An accountant or filing provider remains responsible for preparing and submitting tax filings. Ask the Kelvaro team to confirm the specific workflows available to your firm before relying on them.
Request firm pilot access
Tell us about your clients and the contractor workflow you want to test. We'll confirm whether the current pilot fits and discuss commercial terms directly.
Request firm pilot access →For an overview of the accounting-firm workflow, see Kelvaro for accounting firms.