CPA unsure whether they are legally allowed to incorporate a corporation for a client, or if they must always refer to a lawyer/notary.

No clear guidance on the scope of practice for CPAs regarding incorporations, leading to uncertainty and potential referral leakage.

Severity

3Medium

Willingness to Pay

implied

Added

May 7, 2026

App Concept

IncorpAdvisor Pro

A jurisdictional compliance tool that tells CPAs exactly which incorporation tasks they can perform legally based on their license and location. Eliminates guesswork and risk of unauthorized practice.

Key Features

Jurisdiction-specific rules engine covering CPA scope of practice for incorporations
Step-by-step guided process for legal incorporation tasks
Integration with government registries for filing
Automated disclaimers and liability waivers

Target Users: CPAs and accounting firms in North America who offer business formation services

Revenue Model: $49/mo per user SaaS subscription

Existing Solutions Mentioned

lawyernotary

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