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Rodok for sellers to CPA firms

CPA email list: how to build a current list of accountants

Describe the CPAs and firms you sell to, and Rodok builds a list you can refresh and flags new partners, hiring and firm news.

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From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for sellers to CPA firms. Example data.

Describe the CPAs and firms you sell to, and Rodok builds a list you can refresh and flags new partners, hiring and firm news. Built around how sellers to CPA firms actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for sellers to CPA firms

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Lead lists of CPAs, partners and firm owners by title, company size and market
  • Hiring, job-change and post signals from LinkedIn
  • Contacts and deals in one CRM
  • Email from your own Gmail or Outlook

Not what Rodok is for

  • License databases
  • Replacing your legal or compliance advice
  • Running ads or building websites

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A cpa email list is a set of certified public accountants with a name, a firm and an address you can write to. This page is for sellers whose customers are CPA firms: practice software, tax tools, staffing, marketing and financial services. Rodok builds the list from filters you can rerun, so the useful answer is how to build a current one. It also applies to a list of CPA firms and an accountant email list.

How CPAs buy, and when to write

A CPA firm is usually led by a partner or an owner, with managers and staff below. The owner decides on anything that touches clients or the firm's money. Staff and managers often evaluate software and tell the owner what they think. Two things set the calendar:

  • Busy season. The IRS lists April 15 as the due date for most individual returns, moving to the next business day when it falls on a weekend or holiday, with a six-month extension available by filing Form 4868 (IRS: when to file). Many firms are hard to reach in the weeks before that date, so write in May through January.
  • Trust. CPAs are cautious about anything that handles client data. Say plainly what data your product touches.

If you sell a CRM to firms like these, see CRM for accountants.

How to build a CPA email list

  1. Choose who you want: partners and owners, firm administrators, or managers who run a service line.
  2. Choose a firm size and a place. A solo practice and a regional firm with 80 staff are different buyers.
  3. Search LinkedIn by hand. Some CPAs list the credential in their headline. Read the first 20 profiles to test the definition.
  4. Check firm websites. Team pages usually list partners and titles. Take only what the site publishes and read its terms.
  5. Use Rodok's lead database. The Leads page in Rodok Pro turns a sentence into filters on title, seniority, company size, industry and market. It usually returns a work email. Small firms with no LinkedIn presence will be missing.
  6. Verify, save the source in your CRM and refresh each quarter.

The rules

CAN-SPAM has no business-to-business exception, as the FTC says in its compliance guide. Use accurate sender details, a matching subject line, a postal address and an opt-out you honor within 10 business days. GDPR and CASL apply to their regions. Do not scrape LinkedIn while logged in, because that breaks its terms. This is not legal advice.

Signals that a CPA firm is about to buy

Trackers you can type into Rodok Pro (LinkedIn posts, job changes, hiring and company news):

  • Hiring staff accountants. Tracker: "accounting firms hiring staff accountants, tax associates or an audit senior in (region)". Growing teams need tools. See hiring surge.
  • A new partner or managing partner. Tracker: "partners and managing partners at accounting firms who started a new role or were promoted in the last 90 days". See promotion.
  • A firm opens an office or joins another. Tracker: "accounting firms announcing a new office, a merger or an acquisition in (region)". See new office or market.
  • A firm asks for a vendor. Tracker: "posts from CPAs asking for a recommendation for software, a staffing firm or a provider". See recommendation request.
  • A rebrand. Tracker: "accounting firms announcing a new name or a rebrand". See rebrand.

A first message to a CPA

An example, with made-up names:

Subject: Staffing after the extension deadline Hi Robert, I saw Whitfield and Lowe is hiring two tax associates. Firms that grow the tax team in the fall often need seasonal help by February. We place experienced preparers for January through April only. If it is useful, I can send how it works and what our agreements cover. No call needed.

Send in the off season. See the cold email template for structure.

Frequently asked questions

Where can I get a CPA email list?

You can buy one, but firm staff change and a file ages. A better route is to build from LinkedIn, firm websites and a lead database that usually returns a work email, then refresh it.

When should I email CPAs?

Outside busy season. Late spring and summer through the fall tend to suit planning and purchases, and the weeks before the individual deadline are the worst.

Is a CPA the same as an accountant?

No. CPA is a specific credential, and many people who work in accounting do not hold it. If your product needs it, check the profile or the firm page for it.

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