Own CPA Client Referral Voice Campaign.

What you'd own.

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

• ●Landing page, email templates, and GTM strategy for CPA firm outreach
• ●Voice campaign architecture design spec and technical requirements documentation
• ●Year 1 financial model and unit economics framework
• ●Customer outreach playbook targeting practice managers at 50-500 roster firms
• ●Market research data on CPA referral behavior and pain points
• ●Founder persona and positioning against competitor practice growth tools
• ●TCPA compliance framework and consent collection methodology

What Roll Digital builds for you.

Custom scope to take CPA Client Referral Voice Campaign from MVP shell to operating business.

• ▸Production backend with voice API integration and call queuing
• ▸Postgres database with TCPA compliance audit logging and consent tracking
• ▸Admin dashboard for campaign scheduling, analytics, and referral attribution
• ▸Secure multi-tenant onboarding with email verification and consent management
• ▸Stripe billing integration for $99-149 monthly recurring subscriptions
• ▸Tax-season campaign templates with automated scheduling and referral tracking
• ▸Outbound email sequencing for practice manager acquisition and retention
• ▸Initial customer success support and onboarding materials

Why this could work.

The GTM targets CPAs who already track referral sources in their PMS, meaning minimal workflow disruption. With 22k addressable firms spending $1,300+ annually on growth tools, customer acquisition costs are fully recoverable within a season. Tax-season peak happiness moments create natural, high-intent windows for voice campaign requests. Free trial model proves ROI before moving to paid, reducing buyer skepticism about attribution and campaign impact.

What you'd risk.

TCPA and FCC robocall liability is real. One compliance complaint exposes both the CPA and your platform to enforcement action, and most CPAs will cancel immediately on legal risk. Demand clusters brutally in tax season (Feb-April), compressing 60% of annual revenue into 10 weeks. Off-season churn will spike as CPAs mothball the tool. Attribution remains murky, making renewal conversations difficult after the first season.

Who this fits.

This fits an operator with existing relationships in CPA or accounting circles (agency, consultant, or founder who has sold to CPAs before). You need ability to navigate TCPA compliance and handle customer support during brutal tax-season demand spikes. The hyper-seasonal revenue pattern suits someone comfortable with churn volatility and willing to build around Feb-April peaks.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive all assets and finalize technical architecture decisions
2. Week 1
   Voice API integration selected and TCPA compliance framework documented
3. Week 3
   Admin dashboard for campaign scheduling and analytics ready
4. Week 6
   Tax-season email sequence and CPA targeting playbook finalized
5. Day 90
   Launch with first cohort and track attribution through tax season

Pricing.

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