The research problems of a growing firm
Research quality varies by who asks
Two practitioners hit the same question and come back with two different citations. That is a research-method variance problem, not a competence problem, and it shows up on review.
Knowledge gets siloed
The person who last dealt with a Rev. Proc. question is the only one who knows which source was authoritative. Without a shared research layer, that knowledge does not scale with the firm.
Research time is hard to bill
Every hour the team spends hunting citations is an hour not billed to the engagement. At firm scale, research efficiency moves realization.
Onboarding is slow and expensive
New hires need months of "how do we handle this" before they are productive on review work. Shared knowledge tools can compress that.
What changes when the team shares a research layer
One citation standard across the firm
Every team member gets the same IRC, Treas. Reg., and Rev. Proc. citations in the same format. Review conversations stop with the source, not the tool.
Three seats on one subscription
Firm Growth Engine includes three user accounts and 750 pooled queries per month. Usage tracks firm-wide, not per seat.
Shared source history builds team knowledge
Every team member sees what the firm has already researched. New hires get a working model of how the firm handles tax questions, without shadowing anyone for weeks.
Federal and all 50 states in one stack
Multi-state returns, nexus analysis, state conformity checks. The same corpus covers both federal and state, no additional subscriptions.
Who this is built for
Practitioner sketches based on the target reader, not customer quotes.
Three-CPA firm with a mix of review and planning work
Three team members split review, planning, and return prep. Shared citations mean any team member can pick up a file and see what has already been researched.
Growing firm onboarding a new team member
New hire has a tax background but needs to learn firm conventions. Reads how the team has queried similar issues, builds intuition from the history without a training binder.
Multi-state practice with rotating client coverage
Clients move between staff as capacity shifts. Shared research history means whoever picks up the file sees what has already been asked and cited.
FAQ