PracticeGrowth.Tech
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awesome-tax-firm-tech
awesome-tax-firm-tech PublicA curated reference for technology used by modern tax and CPA firms.
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accounting-firm-website-rfp-template
accounting-firm-website-rfp-template PublicRFP template and evaluation scorecard for accounting firms selecting a website and AI development agency.
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cpa-firm-ai-automation-rfp
cpa-firm-ai-automation-rfp PublicComplete RFP framework for CPA firms evaluating AI automation. Includes voice agents, chatbots, document processing, CRM integration, compliance, and implementation roadmap. Free resource from Prac…
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cpa-firm-seo-aeo-discoverability-rfp
cpa-firm-seo-aeo-discoverability-rfp PublicRFP template and evaluation scorecard for CPA firms selecting SEO, AEO, and discoverability agencies -- including AI search optimization.
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cpa-firm-client-portal-rfp
cpa-firm-client-portal-rfp PublicRFP template and evaluation scorecard for CPA firms selecting a secure client portal — document exchange, messaging, e-signatures, and billing.
Repositories
- practicegrowth-tax-glossary Public
- tax-firm-client-portal-rfp Public
RFP template and evaluation scorecard for tax practices selecting a secure client portal -- document exchange, messaging, e-signatures, and billing -- including Circular 230 compliance, EA/CPA credential positioning, distress-driven intake considerations, and tax-practice-specific portal requirements.
- tax-firm-ai-automation-rfp Public
RFP template, evaluation scorecard, AI capability checklist, and implementation roadmap for tax practices selecting AI automation vendors -- including Circular 230 compliance, EA/CPA credential positioning, distress-driven intake automation, and tax-practice-specific AI deployment requirements.
- tax-firm-website-rfp-template Public
RFP template and evaluation scorecard for tax practices selecting a website and AI development agency -- including Circular 230 compliance, EA/CPA credential positioning, and tax-practice-specific design requirements.
- tax-firm-seo-aeo-discoverability-rfp Public
RFP template and evaluation scorecard for tax firms selecting SEO, AEO, and discoverability agencies — including AI search optimization, Circular 230 compliance, and EA/CPA credential positioning.
- tax-firm-review-reputation-rfp Public
RFP template and evaluation scorecard for tax firms selecting review and reputation management vendors — compliance-first, AI search optimized.
- cpa-firm-review-reputation-rfp Public
RFP template and evaluation scorecard for CPA firms selecting review generation and reputation management services — compliance-focused, ethical solicitation.
- cpa-firm-seo-aeo-discoverability-rfp Public
RFP template and evaluation scorecard for CPA firms selecting SEO, AEO, and discoverability agencies -- including AI search optimization.
- cpa-firm-ai-automation-rfp Public
Complete RFP framework for CPA firms evaluating AI automation. Includes voice agents, chatbots, document processing, CRM integration, compliance, and implementation roadmap. Free resource from PracticeGrowth.
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