Own CPA-AI.

What you'd own.

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

• ●Proven cold email and LinkedIn outreach playbook targeting solo and 2-10 person CPA firms
• ●Launch-ready landing page, messaging framework, and positioning against Karbon/TaxDome
• ●AI agent design specification and prompt library for practice management workflows
• ●Financial model covering Year 1 revenue projections and customer acquisition economics
• ●Founder playbook documenting 15-20 demos per month sales process
• ●Tax season sales strategy mitigating January-April demand blackout

What Roll Digital builds for you.

Custom scope to take CPA-AI from MVP shell to operating business.

• ▸Production backend with native connectors to Lacerte, ProConnect, and Drake tax software
• ▸Multi-tenant architecture enabling CPA firms to manage client workflows separately
• ▸Stripe billing implementation for monthly subscriptions at $250-tier pricing model
• ▸Email and Google OAuth authentication with firm-level access control
• ▸Customer data migration tooling for importing existing workflows from legacy systems
• ▸Admin dashboard for product operations, customer management, and tax season planning
• ▸Customer success playbook and tax season retention strategy
• ▸Compliance and security framework for handling sensitive tax client data

Why this could work.

The TAM is large: 38k firms spending $3.2k annually on practice management. The GTM is proven: 15-20 demos per month at $250/mo undercuts incumbents. You own the entire sales playbook day one. The buyer enters a market where switching costs are high but replacement cost is demonstrably lower. Early adopters who prioritize cost and AI features over migration complexity represent a genuinely addressable segment.

What you'd risk.

Tax season blackout (January-April) compresses your 12-month window to 8 months, cutting addressable sales time by a third. Incumbent lock-in is real: CPAs won't migrate without painful manual data export. AI liability exposure is the killer risk. Any mistake in AI output touching a client filing creates personal malpractice liability for the CPA, which kills deals regardless of product quality. Integration gaps with tax prep software are non-starters for firms.

Who this fits.

This fits a CPA firm owner or ex-CPA founder with a book of business who can leverage their network for cold outreach. Could also work for a SaaS founder who understands B2B sales. Tax industry domain knowledge helps but isn't required if you hire specialists. The operator needs sales discipline, comfort with tax-season cycles, and founder experience at $250/month SaaS scale.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive all sales materials, agent design spec, financial model, and brand assets
2. Week 1
   Deploy production backend infrastructure and configure Stripe billing system
3. Week 3
   Complete tax software integrations with Lacerte, ProConnect, and Drake
4. Week 6
   Launch MVP with customer onboarding and 30-day success support included
5. Day 90
   Validate sales playbook with first customers and plan seasonal adjustments

Pricing.

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