Partner with us

Interested in licensing your firm’s data, or have questions? Get in touch.

STEP 1 OF 5 · COMPANY

Firm name

Your name

Work email

Firm type

Which accounting workflows do you handle?

Select all that apply.

Invoice processing & payment approvals

Bank reconciliation & transaction matching

Month-end close & journal review

Accounts receivable & collections

Tax preparation & review

Audit preparation & workpapers

What types of business data are available?

Select all that apply. Workflow history and related records are especially useful.

Business messages & discussion threads

Business email threads

Review comments & approval history

Task history & workflow activity

Workpapers & supporting documents

Which business tools do you use?

Select all that apply. No system access is requested.

QuickBooks / Xero

Karbon / Canopy / TaxDome

Excel / Google Sheets / shared drives

Gmail / Outlook

Slack / Teams

Approximate team size

How many years of history do you have?

How would you want to be compensated?

What would make a partnership worth it to you?

What would give you pause?

No uploads or system access required. Please don’t include client names or confidential details.

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