Trained & Specialized Virtual Assistants
Scale your business without breaking your budget
Everything Your Assistant Can Do For You
When you work with RockBase, your virtual assistant comes ready to handle all of the following — no add-ons, no extras, no surprises. One trained professional, fully equipped to support your business across every area you need. From answering client calls to resolving IRS notices, from organizing your files to helping you start or update your business — your assistant handles it all, so you don’t have to.
Call Answering & Client Support
- Call resolution & Follow ups
- Bilingual support (English & Spanish)
- Handling all inbound calls, emails, and client inquiries
- Organizing client documents (W2s, 1099s, bank statements, etc.)
Administrative & Calendar Management
- Managing personal calendars and deadlines
- File organization (Google Drive, Dropbox, etc.)
- CRM updates and client records maintenance
IRS & State Notice Resolution
- Collection, adjustment, audit, identity, and compliance notices (cp501, cp2000, c912, cp40 LTR notices, etc.)
- Payment and payment plan processing
- Account sign-in assistance
Business Registration & Compliance
- EIN & State registration
- Entity, address & name changes
- Add or remove members
- BOI Report filing
- Annual reports
Tax & Forms Filling
- Individual tax filling 1040, Schedule C.
- Assistance with forms (W9, 8822-B,2553, SS4, 9465, ect)
Translations
- Legal and personal document translations
- English ↔ Spanish
WHY IT WORKS
More output
Your team focuses on clients, not administrative tasks.
Less workload
Fewer overtime hours, less burnout, more strategic focus
Flexible cost
No payroll, employee taxes, equipment, HR administration.
Trained specialists
Our assistants are specifically trained in accounting, financial, and insurance workflows — we handle all the training so you don’t have to.
Security & Compliance
All client data is stored and processed exclusively on servers located in the United States, never leaving US soil
- Physical security — Our data centers have 24/7 security, biometric access, and surveillance
- Encrypted data — all data is encrypted at rest and in transit by default
- ISO 27001 certified — international standard for information security
- SOC 2 compliant — industry standard for data security
- DDoS protection — built in automatically
- Firewall — network level protection included
Pricing & Cost
One simple monthly payment. Nothing else.
Hiring a full-time employee in the US comes with a long list of hidden costs. With RockBase, you skip all of that. We handle everything on our end — you just pay one flat monthly rate and get a fully trained virtual assistant.
Ready to work smarter?
Schedule a free 20-minute consultation with the RockBase team. We’ll show you how our trained virtual assistants can centralize your firm’s operational support — and free up your team to focus on growth.