Open-source Request for Proposal (RFP) specifications, vendor evaluation rubrics, and weighted scoring matrices. Published under CC-BY-4.0 so accounting, tax, and advisory practice partners can evaluate vendors with complete architectural transparency.
Pre-assembled packages for managing partners, technology committees, and practice administrators preparing for board-level evaluation.
[ TARGET: MANAGING PARTNERS & TECH COMMITTEES OF 3-TO-30 PARTNER CPA FIRMS ]
Complete multi-partner practice upgrade package including master RFP specifications, vendor scoring models, and board briefing materials.
[ KIT CONTENTS (.DOCX + .XLSX + .PDF) ]:
[ TARGET: SOLO & BOUTIQUE TAX PRACTITIONERS, EAS, AND CERTIFIED TAX RESOLUTION SPECIALISTS ]
Done-for-you growth and intake toolkit designed to eliminate 1040 tire-kickers and win business tax and resolution retainers.
[ KIT CONTENTS (.DOCX + .XLSX + .PDF) ]:
[ TARGET: PROGRESSIVE ACCOUNTING FIRMS, BOOKKEEPING PRACTICES, AND FRACTIONAL CFO / CAS ADVISORS ]
The compliance-to-advisory transition blueprint with diagnostic funnels and advisory service positioning models.
[ KIT CONTENTS (.DOCX + .XLSX + .PDF) ]:
[ TARGET: FIRM ADMINISTRATORS, OPERATIONS MANAGERS, AND MANAGING PARTNERS ]
The complete vendor landscape for modern accounting practices alongside the 500-term practice operations lexicon.
[ KIT CONTENTS (.DOCX + .XLSX + .PDF) ]:
Objective, criteria-driven evaluation standards rendered in full markdown and downloadable as editable documents.
The open-source procurement specification and vendor evaluation framework for CPA and accounting firms selecting conversational voice AI, front-desk triage, and intake automation.
[ GIT SOURCE OF RECORD ]:
github.com/cpa-firm-ai-automation-rfp ↗The vendor evaluation checklist and security specification for CPA firm client portals, document exchange, and IRS §7216 compliant data governance.
[ GIT SOURCE OF RECORD ]:
github.com/cpa-firm-client-portal-rfp ↗The procurement framework for CPA firms automating Google review collection, feedback quarantine, and ethics-compliant reputation management.
[ GIT SOURCE OF RECORD ]:
github.com/cpa-firm-review-reputation-rfp ↗Technical procurement guide and agency scorecard for CPA firms evaluating SEO, multi-node schema, and Answer Engine Optimization (AEO/GEO).
[ GIT SOURCE OF RECORD ]:
github.com/cpa-firm-seo-aeo-discoverability-rfp ↗Technical intake specification and evaluation framework for tax preparation and resolution practices deploying 24/7 conversational voice triage.
[ GIT SOURCE OF RECORD ]:
github.com/tax-firm-ai-automation-rfp ↗Security and compliance RFP specification for Enrolled Agents, CTRS, and tax practices handling taxpayer PII and Form 8879/2848 authorization.
[ GIT SOURCE OF RECORD ]:
github.com/tax-firm-client-portal-rfp ↗Procurement framework for tax practices and resolution firms automating client reviews while safeguarding against tax-penalty backlash.
[ GIT SOURCE OF RECORD ]:
github.com/tax-firm-review-reputation-rfp ↗Agency evaluation checklist and local search specification for tax resolution specialists, Enrolled Agents, and regional tax practices.
[ GIT SOURCE OF RECORD ]:
github.com/tax-firm-seo-aeo-discoverability-rfp ↗Complete RFP template for tax practices replacing outdated WordPress or template sites with sub-second, database-free web infrastructure.
[ GIT SOURCE OF RECORD ]:
github.com/tax-firm-website-rfp-template ↗Procurement guide for progressive accounting and bookkeeping firms transitioning to high-value Client Advisory Services (CAS) and fractional CFO retainers.
[ GIT SOURCE OF RECORD ]:
github.com/accounting-firm-website-rfp-template ↗Procuring website, voice AI, or CRM systems requires strict adherence to State Accountancy Board advertising rules and IRC Section 7216 privacy safeguards. PracticeGrowth.Tech aligns firm procurement with specific state regulatory codes across our regional hubs:
Explore localized practice growth benchmarks and peer firm data across 600+ metropolitan regions.
Explore All Regional Hubs →Before issuing an RFP to outside vendors, see where your current website, speed, review velocity, and AI search visibility leak high-value client opportunities.
Even recovering a third of this changes your year. Get the full breakdown in your free Scorecard.
Illustrative estimate based on the inputs you provide. Individual results vary.
Estimated annual growth left on the table
$0
per year, walking out the door