Buy exclusive & shared CPA, tax and accounting leads in real time
Self-serve lead buying for accounting, tax and advisory firms. Set your filters, fund your wallet and get TCPA-consented prospects the second they ask for help.
Lead types we sell
Every service an accounting firm offers
Individual Tax Preparation (1040)
Households and individuals looking for a preparer for their 1040.
Exclusive $35.00 · Shared $15.00
Business Tax Preparation (1120/1120-S/1065)
Corporations, S-corps and partnerships needing a business return.
Exclusive $75.00 · Shared $30.00
Bookkeeping & Monthly Accounting
Small businesses that want monthly books closed and reconciled.
Exclusive $60.00 · Shared $25.00
Payroll Services
Employers shopping for payroll processing and payroll tax filings.
Exclusive $50.00 · Shared $20.00
AI & R&D Tax Credits (Sec. 41 / software & AI development)
Companies building software or AI that may qualify for Section 41 credits.
Exclusive $150.00 · Shared $60.00
Cost Segregation Studies
Property owners looking to accelerate depreciation.
Exclusive $175.00 · Shared $70.00
New Business / Entity Formation (LLC, S-corp election)
Founders forming an LLC or making an S-corp election.
Exclusive $40.00 · Shared $15.00
Fractional CFO & Advisory
Growing companies that need part-time CFO leadership.
Exclusive $150.00 · Shared $60.00
Strategic Tax Planning (high-income / business owners)
High earners and owners who want proactive tax strategy.
Exclusive $125.00 · Shared $50.00
IRS Representation, Back Taxes & Unfiled Returns
Taxpayers with IRS notices, balances due or unfiled years.
Exclusive $90.00 · Shared $35.00
Real Estate Investor Tax (1031, rental, STR)
Rental, short-term rental and 1031 exchange investors.
Exclusive $80.00 · Shared $30.00
Crypto & Investment Tax
Investors with crypto, options or complex brokerage activity.
Exclusive $60.00 · Shared $25.00
Estate, Trust & Gift Tax
Executors and trustees needing 706, 709 or 1041 work.
Exclusive $90.00 · Shared $35.00
Nonprofit Accounting & 990
Nonprofits needing books, audits prep or Form 990.
Exclusive $70.00 · Shared $30.00
Sales Tax Compliance & Nexus
Sellers with multi-state sales tax nexus questions.
Exclusive $70.00 · Shared $30.00
Audit, Review & Compilation
Businesses needing audited, reviewed or compiled financials.
Exclusive $120.00 · Shared $50.00
Business Switching CPAs
Businesses unhappy with their current CPA and ready to switch.
Exclusive $85.00 · Shared $35.00
Exclusive vs shared vs aged
Pick the right lead for your intake team
Exclusive
Sold to one firm only. Full conversation, no competition. Best for high-value work like cost seg, R&D credits and CFO engagements.
Shared
Sold to up to 3 firms at roughly 40% of exclusive. Built for fast-dialing tax offices that win on speed.
Aged
30, 60, 90 and 180+ days old at deep discounts, bought in bulk (25 minimum). Never-sold leads carry a small premium.
How it works
Live in under ten minutes
- 01
Sign up
Tell us about your firm, licenses and the services you want leads for.
- 02
Add a card
Fund a prepaid wallet with a credit pack. Auto-recharge keeps you live.
- 03
Set filters
States, ZIPs, entity type, revenue, timeline and service-specific minimums.
- 04
Leads in real time
Matching leads land in your dashboard, inbox, phone and CRM within seconds.
Built for every kind of tax and accounting practice
- CPA firms
- Enrolled agents
- Tax prep offices & franchises
- Bookkeeping firms
- Cost seg engineering firms
- R&D credit specialists
- Fractional CFOs
- Payroll providers
Every lead carries its paper trail
Each lead includes the exact consent language shown, a timestamp, IP address, user agent and source URL. We dedupe by phone and email for 30 days and score every lead 0–100.
Delivery options
Get leads wherever your team works
Dashboard
Always on, updates instantly.
Full lead details in your inbox.
SMS alert
Text the moment a lead lands (opt-in).
Webhook / CRM
JSON POST to your CRM or Zapier.
ROI calculator
Do the math before you buy
- Monthly spend
- $3,000.00
- New clients
- 6.0
- First-year revenue
- $15,000.00
- ROI
- 400%
Cost per client: $500.00
FAQ
Questions firms ask us
What is an exclusive lead?+
An exclusive lead is sold to one firm only. Nobody else receives that prospect from us.
What is a shared lead?+
A shared lead is sold to up to three firms at a lower price. Speed to call matters most.
What are aged leads?+
Leads older than 30 days, sold at a steep discount by age tier in bulk (25-lead minimum). Leads that were never sold carry a small premium.
Do leads have TCPA consent?+
Yes. Every lead includes the consent language shown, a timestamp, IP address, user agent and the source URL.
How do I pay?+
You fund a prepaid wallet with a saved card. Each lead is deducted from your wallet as it is delivered. Auto-recharge keeps you live.
Can I return bad leads?+
Yes. Request a return within 72 hours for a bad phone number, duplicate or a consumer who did not request contact. Approved returns are credited to your wallet.
How are leads delivered?+
Instantly to your dashboard, plus optional email, SMS alert and webhook to your CRM.
Is there a contract or minimum?+
No contract. Fund your wallet with as little as $250 and pause any time.
Your next client is filling out a form right now.
Create an account, add a card and set your filters. Leads start arriving the moment you go live.