Build a more predictable pipeline across Audit, Tax & Advisory

Modernize business development with relationship intelligence and buyer intent built for accounting firms.

Today’s accounting firms are under pressure to grow faster, expand advisory services, and compete earlier for high-value opportunities. But many firms still rely on fragmented data, manual research, and inconsistent prospecting.

RelPro helps firms identify the right companies, engage decision-makers at the right time, and uncover new opportunities across audit, tax, advisory, and retirement plan services—all in one platform.

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Illustration of a relationship intelligence network showing company icons and professional avatars connected across a globe, representing RelPro's accounting firm prospecting platform

Business Development Built For Modern Accounting Firms

RelPro helps accounting and advisory firms find the right targets, engage decision-makers, and build stronger client relationships at scale.

Target icon representing market segmentation and TAM identification
Identify your Total Addressable Market and narrow into segments

Build focused target lists based on industry, revenue, employee count, geography, ownership structure, and growth signals.

Magnifying glass icon representing buyer intent discovery
Find the companies already looking for accounting and advisory services

Identify organizations actively researching accounting and advisory services before opportunities become competitive.

Expand icon representing cross-service-line relationship growth
Expand relationships across service lines

Uncover opportunities for audit, tax, advisory, transaction, retirement plan, and consulting services.

Referral icon representing centers of influence and partner networks
Strengthen referral networks

Build stronger relationships with bankers, attorneys, PE firms, and other centers of influence that drive new business.

25+
Trusted Sources
Best-in-class partners
7+
Million
US Company Profiles
150+
Million
Decision Makers

Target the Companies Most Likely to Convert

Focus business development efforts on the right accounts

RelPro helps accounting firms identify and prioritize organizations that align with their ideal client profile.

KEY CAPABILITIES

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    Discover who your targets are banking with
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    Segment companies by industry, revenue, employee size, and location
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    Identify companies with international operations or complex structures
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    Build focused pipelines for audit, tax, and advisory services
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    Prioritize organizations based on growth activity and business signals
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    Identify middle-market companies aligned to your firm’s specialization areas

Spend less time researching and more time building relationships with qualified prospects.

Narrow Your Market by filtering segments for industry, revenue band, and geography, displaying 86 matched firms
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Turn Form 5500 Data Into New Business Opportunities

Shows a retirement plan summary card with total plan assets of $48.2M, 1,240 active participants, $6.4M annual contributions, plan type DB + 401(k), plan audit required, and service provider compensation data

Uncover retirement plan sponsors likely to need audit and advisory services

RelPro combines Form 5500 intelligence with company and relationship data to help firms identify and engage organizations with retirement plan needs.

KEY CAPABILITIES

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    Identify companies sponsoring retirement plans and ESOPs
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    Segment organizations by plan size, participants, and plan type
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    See current audit and service providers
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    Reach the right decision-makers with accurate contact data
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    Identify middle-market companies aligned to your firm's specialization areas

Go beyond point solutions with retirement plan intelligence connected to broader company and relationship insights. Learn more about form 5500 data.

Reach the Right Decision-Makers at the Right Time

Engage prospects with relevant business context and timely insights

RelPro gives business development and relationship teams the intelligence needed to personalize outreach and compete more effectively.

KEY CAPABILITIES

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    Identify executives, CFOs, Business Owners, and Financial Advisors with accurate contact information
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    Access accurate company and contact information
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    See companies audited by competing accounting firms
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    Monitor financing, acquisition, and expansion activity
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    Engage organizations earlier in audit and advisory opportunities
RelPro decision-maker contact intelligence for accounting firms
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Build Referral Networks that Generate Consistent Pipeline

Successful accounting firms rely on strong referral ecosystems. RelPro helps firms identify and grow relationships with key centers of influence.

Diagram illustrating a warm introduction path between your accounting firm, centers of influence (COIs), and a prospect company, with outcomes of more warm introductions, higher engagement rates, and higher conversion into new matters

KEY CAPABILITIES

  • Green Check Mark
    Identify bankers, attorneys, financial advisors, and PE firms
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    Map relationship networks across clients and prospects
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    Build a more scalable referral-driven growth strategy
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    Expand referral relationships within target industries
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    Support industry-focused business development initiatives

Turn relationship intelligence into a more predictable source of new business.

Identify Companies Actively Researching Accounting and Advisory Services

Prioritize outreach using real-time buyer intent signals

RelPro Buyer Intent helps firms focus on organizations showing increased interest in accounting, financial, and advisory-related topics.

KEY CAPABILITIES

  • Green Check Mark
    Identify companies researching audit, tax, and advisory services
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    Prioritize outreach based on active demand signals
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    Engage prospects earlier in the buying cycle
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    Focus business development on accounts more likely to convert

Common Intent Topics

Audit & assurance
Tax advisory
M&A & due diligence
Business valuation
Client Accounting Services (CAS)
Retirement plan & ESOP services
Learn more about our Buyer Intent data
Circular diagram showing accounting advisory services orbiting a prospect company, including Audit Services, Succession Planning, Exit Strategy, 401(k) & Benefits, Valuation, Tax Planning, Advisory, and Corporate Risk
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Discover New Revenue Opportunities at Every Stage of The Client Journey

Unlock upsell and cross-sell opportunities for tax, advisory, transaction, retirement plan, and more.

Grid showing cross-sell and upsell opportunities across client types and service lines including Audit, Tax, Advisory, Transaction, Retirement Plan, and Consulting
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Keep CRM data accurate, complete, and actionable

Reduce manual research and improve relationship visibility

RelPro helps firms maintain cleaner company and contact data while improving visibility across accounts, prospects, and referral relationships.

KEY CAPABILITIES

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    Enrich company and contact records
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    Keep decision-maker information current
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    Improve visibility across teams and offices
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    Identify duplicate or incomplete CRM data
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    Reduce time spent on manual updates
Side-by-side comparison table showing CRM data before and after RelPro: Before shows duplicate companies, incomplete records, outdated contacts, unknown decision makers, and limited pipeline visibility; After shows unified accurate companies, complete enriched profiles, verified contact information, key decision makers identified, and clear actionable pipeline
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Turn Insight Into Revenue Growth

Accounting firms that grow consistently are the ones that identify opportunities earlier, build stronger relationships, and engage buyers more strategically.

Identify opportunities early

Identify opportunities earlier

Surface buyer intent and business signals before opportunities become competitive.

Build stronger relationships

Build stronger relationships

Map decision-makers and centers of influence to deepen every account.

Engage more strategically

Engage more strategically

Personalize outreach with relevant company context and timely insights.

Your next client is already looking. Be there first.

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