Small firm opportunity Target the firm’s small team with affordable, scalable tax and accounting software or services that fit 2-10 employees, highlighting ease of implementation and quick ROI.

Microsoft 365 synergies Position cloud-based accounting workflows and document collaboration that integrate with Microsoft 365 to streamline client collaboration, secure sharing, and productivity for a lean practice.

Cross-sell to peers Leverage connections to similar mid-market tax/accounting players (e.g., Drake Software, TaxAct, Block Advisors) for referral partnerships or channel-based selling to expand reach in the same industry segment.

Tech-enabled efficiency Offer automation, data migration, and compliance tooling that reduce manual tasks for a small team, emphasizing time savings and accuracy to win as a value-first vendor.

Growth and visibility Highlight scalable solutions that grow with them as their client base expands, including scalable pricing tiers and onboarding support to accompany future hiring and service expansion.