Accounting Firm & CPA Lead Finder

Enriched US independent CPA, tax preparer, bookkeeper, payroll service, audit firm, and fractional CFO leads with detected tax software, accounting platform, and practice management tech — built for accounting SaaS sales (Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio, Aiwyn, Ignition competitors), bookkeeping platform sales (QuickBooks Online, Xero, FreshBooks Accountant, Sage Intacct), and accountant-targeting payroll partner programs (Gusto Partner, ADP Run, Paychex Flex, OnPay).

Big Four (Deloitte, PwC, EY, KPMG), mid-tier nationals (RSM, BDO, Grant Thornton, Crowe, Plante Moran, Eide Bailly, Moss Adams, Marcum), and consumer chains (H&R Block, Jackson Hewitt, Liberty Tax) are pre-blocked. You only get clean independent firm data ready for outbound.

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What you get

Real production output from a sample run on DK Partners, PC - Austin CPA Firm (Austin, Texas):

{
  "name": "DK Partners, PC - Austin CPA Firm",
  "service_line": "cpa_full_service",
  "address": {
    "city": "Austin",
    "state": "Texas",
    "zip": "78730",
    "lat": 30.3551968,
    "lng": -97.802347
  },
  "phone": "(512) 258-6637",
  "website": "https://dktxcpa.com/",
  "rating": 4.7,
  "reviews_count": 14,
  "enrichment": {
    "tier": "premium",
    "social": {
      "facebook": "https://www.facebook.com/CRIadvisors",
      "instagram": "https://www.instagram.com/criadvisors",
      "linkedin": "https://www.linkedin.com/company/criadvisors",
      "youtube": "https://www.youtube.com/@criadvisors"
    },
    "tech_stack": [
      "sage_50",
      "wordpress",
      "google_tag_manager",
      "facebook_pixel",
      "linkedin_insight"
    ],
    "homepage_title": "Carr, Riggs & Ingram | Top 25 Accounting and Advisory Firm",
    "homepage_status": 200
  }
}

Preview (real production data)

Single-record snapshot from the same run, rendered as a table:

Field	Value
Name	DK Partners, PC - Austin CPA Firm
Service line	cpa_full_service
Location	Austin, Texas
Phone	(512) 258-6637
Website	https://dktxcpa.com/
Rating	4.7 (14 reviews)
Tech stack detected	sage_50, wordpress, google_tag_manager, facebook_pixel, linkedin_insight
Social channels	facebook, instagram, linkedin, youtube

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Pricing — Pay Per Event

Event	Price	When charged
Base record	$0.004	Always
Email enrichment	+ $0.004	Email scraped from website
Premium signals	+ $0.007	Tax / accounting / practice management platform detected

Effective: $0.004 base / $0.008 with email / $0.015 fully enriched.

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Platforms detected

Accounting / GL platforms: QuickBooks Online, Xero, FreshBooks, Wave, Sage Intacct, Sage 50/Peachtree, Sage Business Cloud, NetSuite, Zoho Books.

Tax preparation software: Drake Tax, Lacerte (Intuit), ProSeries (Intuit), ProConnect Tax Online, UltraTax CS (Thomson Reuters), ATX/TaxWise (Wolters Kluwer), CCH ProSystem fx / CCH Axcess, TaxSlayer Pro, Drake Zero.

Practice management for accountants: Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio, Aiwyn, Practice CS, Ignition, Pixie, Financial Cents, Mango Practice.

Document / receipt automation: Dext (Receipt Bank), Hubdoc, AutoEntry, Bill.com, Ramp, Brex, Expensify, Divvy.

Client portals & e-signature: SmartVault, ShareFile (Citrix), DocuSign, Adobe Sign.

Payroll partner programs: Gusto Partner, ADP Run, Paychex Flex, OnPay.

Generic: WordPress, Google Tag Manager, Facebook Pixel, LinkedIn Insight.

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Use cases

Accounting practice management SaaS sales (Karbon, Canopy, Jetpack Workflow, TaxDome, Liscio competitors). Filter to no-PM-detected — those are firms still managing client work in spreadsheets + email. The highest-conversion outbound segment.

Bookkeeping platform sales (QuickBooks Online ProAdvisor program, Xero Partner program, Sage partner channel). Find firms not yet on QBO or Xero and target with referral incentives. Or find Xero firms for Xero Partner expansion. Or find QBO firms for QuickBooks Live cross-sell.

Tax software competitive plays (Drake vs Lacerte vs ProConnect vs UltraTax vs CCH). Filter to a competitor's installed base. Tax software is sticky but every January is a migration window.

Payroll partner programs (Gusto, ADP, Paychex, OnPay). Independent CPAs are the #1 referral channel for payroll. Find firms with no detected payroll partner = wide-open.

Bill-pay / spend mgmt sales (Bill.com, Ramp, Brex, Tipalti, Airbase Accountant programs). Accountants who manage AP for their clients are the buyers.

Bookkeeping outsourcing partnerships. Find firms with high client load (proxy: high reviews count) and pitch white-label bookkeeping.

Practice types covered: CPA full-service, tax preparation, bookkeeping, payroll services, audit/assurance, fractional CFO, forensic accounting, estate/trust accounting, enrolled agent, wealth advisory.

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Major chains pre-blocked (60+)

When exclude_chains: true (default):

• Big Four: Deloitte, PwC, EY, KPMG.
• Mid-tier nationals: RSM US, BDO USA, Grant Thornton, Crowe LLP, CBIZ, Plante Moran, Eide Bailly, Moss Adams, Marcum, Baker Tilly, Cherry Bekaert, Armanino, Withum, Wipfli, DHG, Frazier and Deeter, Carr Riggs Ingram, Rea & Associates, Macias Gini, Mengel Metzger Barr.
• Consumer tax chains: H&R Block, Jackson Hewitt, Liberty Tax, TurboTax, FreeTaxUSA.
• Wealth advisor chains: Edward Jones, Raymond James, Ameriprise, Morgan Stanley Wealth, Merrill Lynch, LPL Financial, Northwestern Mutual, MassMutual, Thrivent, Primerica.
• Payroll chains (these are the SaaS partners we'd refer to, not prospects): ADP, Paychex, TriNet, Paycom, Paycor, Insperity, Intuit Payroll, Gusto, Rippling, Justworks.
• Bookkeeping outsource chains: Bench, Pilot, 1-800Accountant, Merritt Bookkeeping, Bookkeeper360, Kruze Consulting, Supporting Strategies, GrowthForce.

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Example: Every independent CPA in California using QuickBooks but not on Karbon or TaxDome

{
  "search_terms": ["cpa", "tax preparation", "accounting firm"],
  "locations": ["Los Angeles, CA", "San Francisco, CA", "San Diego, CA", "Sacramento, CA", "San Jose, CA", "Orange County, CA"],
  "max_results_per_query": 100,
  "enrichment_tier": "premium",
  "service_lines": ["cpa_full_service", "tax_preparation"],
  "exclude_chains": true
}

Filter the output for records where tech_stack contains quickbooks_online AND contains neither karbon nor taxdome — that's your warm Karbon/TaxDome outbound list. Cost: ~$30-60.

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More from the SEIB portfolio

Same data engine, different vertical — pick the one that matches your buyer:

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All 12 actors share the same Pay-Per-Event pricing ($0.004 base / $0.008 with email / $0.015 with premium signals) and output schema. Mix-and-match across verticals without translation logic. Built by Seibs Management LLC.