A free, structured Request-for-Proposal template to help CPA and accounting firms evaluate, compare, and select the right website design and development partner.
Built by PracticeGrowth.Tech — growth infrastructure for accounting firms.
| File | Purpose |
|---|---|
rfp-template.md |
Full 10-section RFP template — copy, customize, and send to vendors |
evaluation-scorecard.md |
Weighted scoring matrix with a 1–5 rubric across 7 criteria |
CONTRIBUTING.md |
How to suggest improvements to this template |
LICENSE |
CC-BY-4.0 — free to use, adapt, and share |
Most accounting firms issuing their first website RFP face the same problems:
- Vague scope — vendors propose against different assumptions, making apples-to-apples comparison impossible.
- Missing technical requirements — security, accessibility, CMS, and integration expectations are left unwritten.
- No AI considerations — modern firm websites need chatbot, content automation, and intelligent search capabilities that most legacy RFPs don't address.
- Subjective evaluation — without a weighted scorecard, the decision defaults to the cheapest bid or the loudest sales pitch.
This template fixes all four. It is based on current procurement best practices, CPA-firm website requirements (security, accessibility, client portal integration), and 2025-era AI capabilities that accounting firms should be evaluating.
- Fork or download this repository.
- Customize
rfp-template.md— fill in your firm's name, background, timeline, and budget range. Remove any sections that don't apply. - Share with 3–5 shortlisted vendors and give them a clear submission deadline.
- Score proposals using
evaluation-scorecard.md— each evaluator scores independently, then the team compares. - Select, negotiate, and engage — the template's structure ensures you've compared the right things.
- CPA firms (solo practitioner through mid-market)
- Accounting and bookkeeping firms evaluating a website redesign
- Financial services firms with similar procurement needs
- Consultants and advisors helping accounting firms with technology selection
This template is provided as-is for informational purposes. It is not legal advice, procurement advice, or a recommendation of any specific vendor, technology, or approach. Every firm should have its legal counsel review any RFP before distribution. PracticeGrowth.Tech makes no warranties regarding the completeness, accuracy, or fitness of this template for any particular purpose.
Vendor responses to this RFP template do not create any obligation on the part of the issuing firm, and use of this template does not create any obligation on the part of PracticeGrowth.Tech.
© 2025 PracticeGrowth.Tech. Released under CC-BY-4.0.
If this template saved you time, let us know — we build free resources and growth infrastructure for accounting firms.