Attest-only accounting firms need a formal system for referring clients to tax-only firms to serve clients needing both services.

No structured referral process exists between firms specializing in different accounting services, leading to ad-hoc arrangements or unmet client needs.

Severity

2Mild

Willingness to Pay

implied

Added

Apr 27, 2026

App Concept

ReferralConnect

A platform that connects attest-focused accounting firms with tax-only firms, enabling formal referral agreements, seamless client handoffs, and commission tracking. It standardizes referral processes so firms can confidently serve clients needing both services without building in-house tax capacity.

Key Features

Profile creation for firms detailing services offered and geographic coverage
Automated referral matching based on service needs and location
Built-in referral agreement templates and digital signatures
Commission and lead tracking dashboard with payment integration

Target Users: Owners and partners of small to mid-sized accounting firms that specialize in attest services (audit, review, compilation) and lack tax expertise.

Revenue Model: Freemium with $49/mo per firm for unlimited referrals; transaction fee of 5% on referral commissions.

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