TalentDesk

TalentDesk helps companies onboard, manage and pay freelancers, contractors and vendors from one platform, with optional Agent of Record compliance.

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Overview

Create onboarding templates that collect contractor details, W-9 and other tax forms and e-signed contracts, then search a directory of freelancers by skills, location, rate and availability. Assign tasks and SOW projects, track time and set budget caps at task level. Approve or amend worksheets and expenses and receive one consolidated invoice, with payments to contractors in 190+ countries. Optional services include an Agent of Record that signs contracts and runs AML and KYC checks, plus 1099 filing as an add-on. An Open API, webhooks and Zapier connect the data to other tools; Xero-compatible CSV exports support accounting.
More product details

Who it is for

Organization Types
  • Business
Use Cases
  • Task management
  • Time tracking

Product

Solution Kind
Platform

Features

Online Payments

Pay contractors and freelancers in 190+ countries from one consolidated invoice

Pay on monthly, bi-weekly or weekly cycles

Categories: Payment Processing

Multiple Payment Options

Multi-currency contractor payments to the bank account and currency of choice

Wise-to-Wise payments with no withdrawal fees

Categories: Payment Processing

Transaction Monitoring

Expense and invoice reports

Budget and accrual reports

More details & conditions: Transaction Monitoring

Invoice caps and task-level budget caps

Categories: Payment Processing

Electronic Forms

Unlimited customizable onboarding forms and templates

Add external links such as Terms and Conditions to the form

More details & conditions: Electronic Forms

Forms saved against each freelancer profile

Categories: Onboarding

Orientation Workflow Management

Custom onboarding templates per team

Request documents for e-signature during onboarding

Categories: Onboarding

Onboarding

Invite and onboard freelancers and vendors with customizable templates

Collect legal documents and tax forms such as W-9 at onboarding

More details & conditions: Onboarding

Review and accept submitted forms and signed documents

Categories: Onboarding

Self Service Portal

Freelancers keep their own profiles up to date

Freelancers raise worksheets and expenses and track time

Categories: Onboarding

Contractor Database

Store contractor information collected at onboarding in one directory

Search and filter the directory by skills, location, rate, availability and reviews

Categories: Contractor Management

Subcontractor Management

Manage vendors and their contractors in one platform

Onboard vendors and assign tasks and milestones to them

More details & conditions: Subcontractor Management

Tag vendors with notes and group them

Categories: Contractor Management

Qualification Tracking

Customizable, searchable skills on contractor profiles

Flags for missing or incomplete profile information and documents

Categories: Contractor Management

Contract/License Management

Contract management with embedded e-signature

Legal contracts at task level

More details & conditions: Contract/License Management

SOW project creation

Categories: Contractor Management

Contractor Management

Onboard contractors with customizable workflows

Assign tasks, set milestones and track progress and deadlines

More details & conditions: Contractor Management

Track contractor expenditure against budgets

Approve worksheets and pay contractors from one invoice

Categories: Contractor Management

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Document Management

Upload or create contracts, NDAs, IP assignments and other legal documents

E-sign documents at onboarding or task level

More details & conditions: Document Management

Bulk document uploads and secure storage of signed documents

Categories: Contractor Management

Compliance Management

Delivery method: Managed service

Optional Agent of Record service that signs contractor contracts

AML and KYC checks on contractors

More details & conditions: Compliance Management

Contractor classification checks (IR35 and 1099)

Collection of W-9 and W-8 forms with TIN matching

Categories: Contractor Management

Workflow details

Settlement
  • Name
    Contractor payout timing
    Description
    Contractor payments are released after TalentDesk receives the consolidated invoice payment and can arrive within 24 hours depending on receipt; invoices are issued on the 1st working day (monthly), the 15th (bi-weekly) or the 8th and 23rd (weekly).

Categories: Payment Processing

Controls
  • Budget caps and limits at task level
  • Approve, reject or amend worksheets before payment
  • Invoice caps

Categories: Payment Processing

Pricing

Enterprise

Contact vendor

Contact vendor

Add On Fees
  • Name
    1099 filing
    Price
    Not publicly disclosed
  • Name
    Custom integrations
    Price
    Not publicly disclosed
  • Name
    Employee payroll
    Price
    Not publicly disclosed

Plan details & limits

Limits
  • Freelancers

    Unlimited

  • Workflows

    Unlimited

  • Admin seats

    Unlimited

Growth

Contact vendor

Contact vendor

Add On Fees
  • Name
    Payment automation
    Price
    Price basis
    3% to 1% fee on processed payments, decreasing as volume grows
  • Name
    Agent of Record (AOR)
    Price
    Not publicly disclosed
  • Name
    Employer of Record (EOR)
    Price
    Not publicly disclosed
  • Name
    1099 filing
    Price
    Not publicly disclosed
  • Name
    Custom integrations
    Price
    Not publicly disclosed
  • Name
    Employee payroll
    Price
    Not publicly disclosed

Plan details & limits

Business Model
  • Hybrid
Limits
  • Freelancers

    Unlimited

  • Workflows

    Unlimited

Access & availability

API operations and access

Sync projects, tasks and workforce data with existing project management systems

Automate workflow updates and trigger actions based on workforce activity

Send webhook event notifications, for example when an invoice is approved or contractor onboarding is complete

Technical details

Deployment

Client Channels
  • Browser
  • API
Delivery Models
  • Cloud (SaaS)
Hosting Regions
  • United Kingdom
  • United States

Data

Export Formats
  • CSV
Import Formats
  • CSV

Customization

Supported Scopes
  • Forms
  • Fields
  • Templates

API

Outbound webhooks
Yes

Security

Access Models
  • Role based
Assurances
  • Kind
    Audit report
    Scope
    TalentDesk information security programme; SOC 2 report available to customers and prospects on request under NDA
    Standard
    SOC 2 Type I
Audit Events
  • Workspace activity
Encryption At Rest
Yes
Encryption In Transit
Yes
Key Management
  • Provider managed
Residency Scope
  • Region
    United Kingdom and United States
    Provider
    Amazon Web Services
    Data class
    Primary data
SSO Protocols
  • SAML

Support

Channels
  • Email

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