Your clients' tax documents, delivered on time
File drop portal for small CPAs, built for seasonality, sold May through September.
Every artifact below transfers to your accounts on day one. The whole engine.
Custom scope to take CPA File Drop from MVP shell to operating business.
CPA market is fragmented: 30,000 small firms still using email and Google Drive. TaxDome and competitors focus on full practice management suites sold as premium all-in-one platforms. A focused, $40/month file drop wins on simplicity, cost, and ease of adoption. Seasonal selling to off-season CPAs avoids their peak chaos. Founder has tested messaging and seen traction in pilot. Early customers suggest retention above 60% with proper onboarding.
Incumbents like TaxDome offer file drop plus full practice management at the same $40-50/month price. Tax season hyper-seasonality compresses your actual selling window to May-September; January-April CPAs won't switch tools. Small CPA firms are notoriously slow adopters and will stick with email and Google Drive if cost is near zero. Year 1 take-home is negative $17,585. Only 12% probability of meaningful success.
Best fit is an existing CPA firm owner, tax practice consultant, or SaaS founder with a tax/professional services network. You need direct credibility in the CPA world to message prospects authentically. Someone who understands seasonal sales cycles and can run a lean operation during off-season. Not ideal for first-time founders without tax industry connections or agencies building for external clients.
From contract signing to operating business.
Three ways in, depending on how much you want to build yourself.
Read the full buyer brief on every product in the catalog. All Fermi math, all agent specs, all sales kits, all skeptic memos. Cancel any time.
The full asset bundle transfers to your accounts. Brand, domain, landing, agent spec, financial model, sales kit, founder persona, video. You own it.
A Roll Digital chief operator builds CPA File Drop for you. AI-amplified: unlimited Claude + Codex tokens. What used to take weeks, days at our speed.