Hiring and proposals
Nobody is hired by clicking a button. An engagement starts as a conversation, becomes a written proposal, and only becomes real once the payment is secured. The sequence is the same in both directions — it does not matter whether the business went looking or the accountant applied.
The five stages
- 1. Someone reaches out
- An accountant applies to a posted job, or a business invites an accountant it found in the network. Both land in the same Applications inbox.
- 2. The other side accepts the introduction
- Accepting opens a conversation. It means only that the two of you are willing to discuss the work.
- 3. You scope it in chat
- Requirements, documents, timelines, complications. This is where an accountant works out what the job actually involves before putting a number on it.
- 4. The accountant sends one priced proposal
- A fixed amount for the agreed scope, sent into the thread. The business can accept it, decline it, or ask for a revision. Only accountants can quote, and only businesses can accept.
- 5. Acceptance is payment
- Accepting opens checkout. The engagement is confirmed the moment the payment is secured, not the moment the button is clicked. Until then, nobody is hired.
Why the chat has a limit
A conversation caps at 40 messages until a priced proposal unlocks it. That is more than enough to scope a filing, an audit, or a registration, and a proposal removes the limit entirely for the rest of the engagement.
The cap exists because an unlimited free channel between two parties who have agreed on nothing stops being a marketplace and becomes a lead-generation service that gets used once and abandoned.
The rules an accountant works under
These are enforced by the server, not suggested.
- 10 applications a month
- Resets on the first of each calendar month. Invitations received from businesses do not count against it. The cap is what makes an application mean something — it forces you to read the job before you apply, which is exactly what a business hopes for when it opens its inbox.
- 7 days after a decline
- A decline applies to that one job and that one accountant, and it expires. It is not a permanent block.
- Payout setup before quoting
- A priced proposal cannot be sent until payouts are set up and the delivery terms have been agreed to, so a confirmed job never stalls on where the money should go.
What acceptance commits both sides to
- The scope and the amount in the proposal are the agreed terms. Both sides are looking at the same message.
- The accountant has recorded a written agreement to deliver the work as described.
- The business has recorded a written agreement to the escrow terms.
- The job carries a deadline, and missing it has defined consequences rather than an argument.
- The conversation unlocks. Message limits no longer apply for the rest of the engagement.
Both agreements are stored with the exact wording, the version, and the time, so a dispute has a record rather than two conflicting memories.
Completion
When the work is delivered, either side can mark it complete and the other confirms. On confirmation the held payment is released and both parties can rate each other.
The thread then closes permanently. What was agreed, what was sent, and what was delivered all stay on the record.