Complete US tax preparer database & intelligence
Access verified contact data for 75k+ tax preparers and accounting firms across America, enriched with firm profiles, service details, and client demand signals.
Complete coverage
Decision maker contacts
Business intelligence
75K+
US tax preparers
98%
Data accuracy
50+
Data points
Real-time
Updates
Challenges selling to tax prep firm owners
The tax prep industry moves quickly and is heavily seasonal, making it difficult to penetrate. here’s why traditional outreach often falls short.
Hard to reach decision makers
Tax prep owners manage nonstop client questions, federal and state filing work, document intake, appointment scheduling, and extended office hours. Reaching the owner directly can be difficult.
Outdated contact lists
Tax prep firms frequently change phone numbers, update office locations, and inaccurate emails or disconnected lines slow your outreach and reduce deliverability.
Poor qualification data
Without knowing service categories, credential types, software preferences, client volume, or regional specialties, your team risks pitching solutions to tax firms that aren’t a fit.
Incomplete business intelligence
Missing insights on filing demand peaks, amendment volume, software adoption, and appointment scheduling habits makes personalization difficult and weakens your messaging.
50+ data points per tax prep company
From basic owner info to deep business intelligence that helps you qualify, personalize, and close faster.
Basic contact data
(Included)
Enriched data
Who benefits from tax prep data?
Our data supports client acquisition, service planning, and compliance outreach across independent tax preparers, regional accounting offices, and nationwide filing-service providers.
Small business advisors & bookkeeping partners
Find business owners who need organized records, quarterly filing support, payroll guidance, or year-end reconciliation services and connect with decision makers directly.
Key benefits:
Marketing agencies & financial platforms
Build targeted campaigns for tax firms needing more local clients, improved online reputation, educational outreach, or enrollment in recurring financial services.
Key benefits:
Compliance & document-management services
Reach teams responsible for secure records, identity-verification systems, audit documentation, and regulated financial-data handling.
Key benefits:
Financial & insurance providers
Target clients whose tax situations influence loan approvals, risk assessments, coverage evaluations, or financial-planning conversations.
Key benefits:
Software & SaaS providers
Sell tax-prep software, workflow platforms, encrypted file-exchange tools, payroll solutions, accounting suites, or specialized compliance systems.
Key benefits:
Tax preparation demand across America
100 largest US cities with real-time filing needs and year-round tax support opportunities.
Real results from real customers
See how our tax preparation data helped financial partners secure more profitable advisory agreements.
Software & SaaS providers
Connect with firms that need workflow automation, compliance-ready tools, encrypted file exchange, or tax-prep specific software upgrades.
Software & SaaS providers
Clearpath Systems had been selling tax-prep software, workflow automation suites, and encrypted file-exchange tools to accounting firms, but they struggled to identify which practices were actively evaluating new platforms. Most outreach landed in generic inboxes, and calls often reached assistants who couldn’t verify current software usage or renewal timelines. Their reps spent hours chasing low-intent firms, and enterprise deals stalled because they lacked visibility into staff count, preparer roles, and whether firms operated across multiple locations.
The solution
With our workflow-intelligence platform, Clearpath Systems gained verified contacts for firm owners, lead preparers, and compliance managers. they filtered prospects by current software usage, team size, role structure, and tech-adoption signals to build precise outreach lists. Enriched insights surfaced firms expanding tax teams, opening new branches, or preparing to upgrade outdated systems, allowing reps to prioritize high-intent practices and tailor licensing packages based on real staffing needs.
The results
Within 60 days of using our data, Clearpath Systems nearly doubled qualified demos. Their sales team now spends over 80% of their time speaking directly with decision makers instead of navigating gatekeepers. Targeted outreach driven by software-usage indicators, multi-location data, and role-based licensing needs led to faster evaluations, quicker approvals, and more multi-entity enterprise deals. Revenue accelerated as upgrade-ready practices were identified earlier in the cycle.
“This platform helped us pinpoint firms that were actually preparing to upgrade their systems instead of those just browsing for information. By understanding their team structure and current tech stack, we shortened our sales cycle, increased conversion rates, and unlocked enterprise deals we had been missing for years.”
— Dylan mercer, regional sales director at Clearpath Systems
Conversion rate
9.5%
Up from 3.2% (3.21x increase)
Sales cycle
32 days
Down from 59 days (45% faster)
Revenue growth
$1.9M
Additional revenue in Q3 2025
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