
Felcorp On Demand suits financial advisers and accountants with ad-hoc or overflow work that does not need a full-time BPO commitment.

On Demand services are not a universal outsourcing solution. They are the right structure for firms whose workflow is variable, ad-hoc or not yet at the volume required to justify a dedicated full-time offshore resource. If that describes your situation, On Demand is where to start.
The most common On Demand client is a financial advice practice that has paraplanning requirements but not enough consistent volume to warrant a full-time paraplanner. Workflow in financial advice is rarely linear: advice preparation peaks at certain points in the financial year, and quieter periods may not justify a full-time resource sitting idle.
On Demand paraplanning covers the work that appears when it appears. advice documents, financial modelling, advice reviews and research work can be submitted as individual jobs when the need arises, without a commitment to a fixed monthly volume.
The practice accesses qualified paraplanning output without carrying the overhead of a full-time resource through the quiet months. See the On Demand Paraplanning page for a full breakdown of what is covered.
Tax accounting is inherently seasonal. Many accounting firms have the staff to handle a normal workflow but face genuine capacity constraints at peak season. On Demand accounting outsourcing provides targeted capacity at the times it is needed most. See On Demand Tax Accounting for more information.
A Full Time Staff Engagement is a meaningful operational decision. Before committing to a dedicated offshore resource, many firms want evidence that the model works for their specific business, their software environment and their quality standards.
On Demand services provide that evidence. Submitting a set of real jobs through the Felcorp Portal, receiving completed deliverables that have been through QA review, and working through the feedback cycle gives a firm a concrete basis for assessing whether a Full Time engagement is the right next step. The On Demand relationship is a genuine representation of how Felcorp operates, at a scale that matches where the firm is now.
On Demand is not the right structure for firms with continuous, high-volume workflow. If you are consistently sending more than four to five jobs per week, a Full Time Staff Engagement will likely deliver better value and greater operational continuity than a per-job model.
At that volume, a dedicated staff member who knows your systems, your processes and your quality standards deeply will produce better output at a lower effective cost than individual on-demand jobs.
Similarly, if your workflow requires a staff member who can respond to daily operational needs in real time rather than working through a Portal queue, a Full Time Staff Engagement is the more appropriate structure. On Demand is an output-based model. It delivers completed deliverables, not real-time operational capacity. For larger enterprise needs, see our Pod Engagements page.
The distinction between On Demand and Full Time comes down to two variables: volume and continuity. If your outsourcing needs are irregular, bounded by specific job types, and manageable within a Portal-based submission and delivery cycle, On Demand is the better solution. If you have daily work, need real-time responsiveness or have a volume that would justify the cost of a dedicated resource, a Full Time engagement is the more appropriate structure.
Yes. On Demand services are available to financial advice practices and accounting firms of any size, including sole practitioners. The minimum engagement is a single job. There is no revenue threshold, staff headcount requirement or minimum firm size to access the service.
No. On Demand does not require pre-documented workflows the way a Full Time Staff Engagement does. Each job is scoped at the point of submission through the Portal intake process. Clear job instructions and complete source documents at submission time are more important than formal process documentation.
Contact Felcorp management to discuss the transition. Moving from On Demand to a Full Time Staff Engagement involves a new engagement setup process, including a formal proposal, trial period and separate agreement. Your On Demand job history provides useful context for scoping the full-time engagement.