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awesome-tax-firm-tech
PublicA curated reference for technology used by modern tax and CPA firms.- RFP template and evaluation scorecard for CPA firms selecting review generation and reputation management services — compliance-focused, ethical solicitation.
- RFP template and evaluation scorecard for CPA firms selecting SEO, AEO, and discoverability agencies -- including AI search optimization.
- Complete RFP framework for CPA firms evaluating AI automation. Includes voice agents, chatbots, document processing, CRM integration, compliance, and implementa…
- RFP template and evaluation scorecard for CPA firms selecting a secure client portal — document exchange, messaging, e-signatures, and billing.
- RFP template and evaluation scorecard for accounting firms selecting a website and AI development agency.
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