Own CPA After-Hours Intake.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Compliant intake system architecture and agent design spec
• ●GTM playbook with CPA society directory targeting strategy and templates
• ●Customer dashboard UI for call review and lead scoring
• ●Stripe billing integration across recurring pricing tiers
• ●Financial model with tax season demand assumptions baked in
• ●Founder positioning framework and initial customer cohort relationships

What Roll Digital builds for you.

Custom scope to take CPA After-Hours Intake from MVP shell to operating business.

• ▸Production backend on FastAPI with GLBA-compliant encrypted data storage
• ▸Secure call recording pipeline with audit logging and retention controls
• ▸Multi-tenant auth with email and Google OAuth sign-in
• ▸Stripe billing integration across three recurring pricing tiers
• ▸CPA firm dashboard for call history, playback, and lead management
• ▸Custom domain provisioning with SSL and CDN configuration
• ▸Customer onboarding flow and 30-day tax season launch support

Why this could work.

The TAM is real: 30,000 CPA firms facing unavoidable after-hours call volume with no great solution. Targeted outreach to CPA society directories has hit 20 demos per month. At $150 per month and 3 closes per month, 60 customers breaks even. The seasonal demand spike in January through April creates urgency. A buyer with existing CPA relationships or strong B2B SaaS execution could accelerate the sales cycle significantly.

What you'd risk.

Compliance liability is real: GLBA and state privacy laws mean a single data breach ends the product. Seasonality is brutal: 60 percent of call volume happens January through April, exactly when CPAs are too slammed to evaluate or deploy new software. Small shops already use $30 per month answering services and won't switch easily. CPAs fear AI handling initial intake creates implied engagement or unqualified advice liability. Margins compress if support needs spike.

Who this fits.

An experienced B2B SaaS operator or CPA industry insider who can credibly reach firm owners and tolerate early-stage churn. Must have strong ops discipline to navigate GLBA compliance and call volume variance. Solo founders or lean teams will struggle with tax season peaks and regulatory overhead. Ideal: someone with existing relationships in CPA networks or at a boutique accounting/tax agency wanting to pivot into software.

Timeline.

From contract signing to operating business.

1. Day 1
   Founder playbook, GTM list, and system architecture transferred
2. Week 1
   Development environment setup and GLBA compliance checklist initiated
3. Week 3
   Backend and dashboard MVP deployed on staging
4. Week 6
   Production deployment with Stripe billing and call recording pipeline
5. Day 90
   Three to four pilot customers onboarded before tax season

Pricing.

Three ways in, depending on how much you want to build yourself.