On Demand Service Agreement

When you use Felcorp's On Demand Service, your agreement operates under a pay-per-job model with no ongoing staffing commitment required.

This service is designed for financial planning and accounting practices that need output-based outsourcing support for ad-hoc, overflow or transitional workflow needs without engaging dedicated full-time staff.

Below is a detailed breakdown of how the agreement is structured and what each party is responsible for. For a high-level comparison across all engagement types, refer to the How Our Agreement Works overview.

Engagement Structure

The On Demand Service operates on a per-job basis. You submit individual jobs through the Felcorp Portal, each job is scoped and quoted by Felcorp, and the completed deliverable is returned within the agreed turnaround window.

Unlike a Full Time Staff Engagement or Pod Engagement where you have dedicated named staff working exclusively for your business, the On Demand model allocates work to a pooled specialist team. Staff are matched to each job based on the complexity and service area required.

All jobs are classified into three complexity tiers that determine turnaround time and pricing. Simple jobs are completed by junior staff, intermediate jobs by mid-level specialists and complex jobs by senior practitioners.

• Service Model: Pay-per-job deliverables, no dedicated staff
• Job Submission: All work submitted securely through the Felcorp Portal
• Staff Allocation: Pooled specialist team matched to job type and complexity
• Service Areas: Paraplanning and Tax Accounting
• Operating Hours: Standard business hours
• Quality Assurance: Every deliverable reviewed by QA managers before return
• Urgent Requests: 24-hour turnaround available with additional fees

Before any work begins, a one-time onboarding process is completed to establish secure access to your systems and define the scope of deliverables your practice will submit on an ongoing basis.

All software and platform access is provided and licensed by you. Felcorp operates within your existing systems rather than requiring you to adopt new tools or platforms.

Commitment and Renewal Terms

There is no minimum commitment period for the On Demand Service beyond maintaining a prepaid credit balance. You can submit jobs as frequently or infrequently as your workflow requires.

The agreement does not operate on a fixed term or renewal cycle. Your access to the service continues for as long as you have a prepaid credit balance and an active portal account.

• Minimum Commitment: None beyond prepaid credit balance
• Contract Term: No fixed term, no renewal required
• Usage Flexibility: Submit jobs on your own schedule with no volume obligations
• Onboarding: One-time setup to establish system access and deliverable scope

This structure makes the On Demand Service particularly suited to practices that experience seasonal or irregular workflow peaks. There is no penalty for periods of inactivity and no obligation to maintain a minimum job volume.

If your workflow grows to the point where a dedicated staff member would be more cost-effective than per-job pricing, Felcorp can transition you to a Full Time Staff Engagement under a separate agreement. If you want to evaluate Felcorp's service quality before committing to prepaid credits, Felcorp offers a structured trial period outlined in the Trial Service Inclusions agreement article.

Termination and Exit

The On Demand Service can be discontinued at any time by either party. There is no formal notice period required because the engagement is transactional rather than ongoing.

To exit, you simply stop submitting jobs. Any remaining prepaid credit balance is handled in accordance with the terms agreed at the time of purchase.

• Standard Termination: No formal notice period required
• Prepaid Credits: Remaining balance handled per the agreed credit terms
• Data Handover: Felcorp revokes system access and returns or destroys any client data held
• Outstanding Jobs: Any jobs in progress at the time of termination are completed and delivered

The exit process for On Demand is straightforward compared to staff-based engagement types. There are no staff transition obligations, no entity wind-down requirements and no extended notice period.

For a full explanation of the off-boarding process and what each party is responsible for during the exit period across all engagement types, refer to the Termination and Off-boarding agreement article.

Billing and Payment

The On Demand Service operates on a prepaid credit model. You purchase credits in advance and each job submitted is quoted and deducted from your balance upon completion.

Every job is individually scoped and quoted by Felcorp before work commences. You approve the quote through the Felcorp Portal and the job only proceeds once approved. This means you always know the cost of a deliverable before any work is done.

Pricing varies by service area and complexity tier. Jobs are classified as simple, intermediate or complex, with pricing reflecting the staff expertise, preparation time and turnaround commitment required for each category.

• Pricing Model: Prepaid credits with per-job quoting
• Payment Method: Prepaid credit purchase
• Job Approval: Each job quoted and approved before work begins
• Pricing Basis: Varies by service area (paraplanning and tax accounting) and complexity tier
• Credit Requirement: Sufficient prepaid balance required before work commences

All prices include applicable taxes. Turnaround times and pricing are indicative and may vary depending on job complexity and current workload. Urgent 24-hour turnaround is available for an additional fee.

For a detailed breakdown of how Felcorp's pricing methodology works across all engagement types, see the How We Price agreement article. For payment processing details, refer to Billing and Payments.

What Felcorp Manages Under the Agreement

Under the On Demand Service, Felcorp manages the complete delivery workflow from job intake through to final QA review. You submit the job, Felcorp handles everything else until the completed deliverable is returned.

Every deliverable passes through a structured quality assurance process before it is returned to you. QA managers review each job for accuracy, completeness and compliance with your practice's templates and standards.

• Job Management: Full intake, allocation, tracking and delivery workflow managed through the Felcorp Portal
• Staff Allocation: Specialist team members matched to each job based on service area and complexity
• Quality Assurance: Every deliverable reviewed by QA managers before final submission
• Compliance: Work completed in accordance with Felcorp's data security and confidentiality framework
• Query Response: Post-delivery query response policy covers revisions within the defined review window
• Reporting: Job status, completion and billing tracked through the Felcorp Portal

The key difference between On Demand and staff-based engagement types is that you do not direct the day-to-day work of individual staff members. You define what needs to be done through each job submission and Felcorp manages the execution, supervision and quality review internally.

Felcorp also manages service-level commitments under the engagement. Standard turnaround targets are defined by complexity tier and urgent turnaround options are available where faster delivery is required. For detail on the available SLA options, see Felcorp SLA Options.