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SoftwareClarity Service Provider Profile Edits Submission Form
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22
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1
Company Name
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2
Company Website
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3
Company Logo
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4
Company Description
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5
Service Description
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6
Primary Category
Accounting, Tax & Finance Services - Services that deliver accounting, tax, bookkeeping, finance, assurance, or related financial expertise to firms or their clients.
Advisory & Consulting - Strategic or specialized services that help firms solve business problems, improve operations, make decisions, or navigate change.
Managed Services & Outsourcing - Ongoing service delivery where an external provider takes responsibility for part of a firm’s operations, workflows, or support functions.
Marketing, Branding & Content Services - Services that help firms build awareness, communicate value, attract prospects, and support growth through marketing, branding, and content.
Talent, Staffing & Recruiting - Services that help firms hire, place, or access full-time, contract, temporary, or project-based professionals.
Technology Implementation & Systems Services - Services that help firms select, implement, configure, integrate, optimize, or support software and business systems.
Training, Coaching & Education - Services that build skills and capabilities through instruction, professional education, coaching, or structured learning programs.
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7
Secondary Category
Accounting, Tax & Finance Services - Services that deliver accounting, tax, bookkeeping, finance, assurance, or related financial expertise to firms or their clients.
Advisory & Consulting - Strategic or specialized services that help firms solve business problems, improve operations, make decisions, or navigate change.
Managed Services & Outsourcing - Ongoing service delivery where an external provider takes responsibility for part of a firm’s operations, workflows, or support functions.
Marketing, Branding & Content Services - Services that help firms build awareness, communicate value, attract prospects, and support growth through marketing, branding, and content.
Talent, Staffing & Recruiting - Services that help firms hire, place, or access full-time, contract, temporary, or project-based professionals.
Technology Implementation & Systems Services - Services that help firms select, implement, configure, integrate, optimize, or support software and business systems.
Training, Coaching & Education - Services that build skills and capabilities through instruction, professional education, coaching, or structured learning programs.
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8
Primary Contact Name
First Name
Last Name
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9
Primary Contact Email
example@example.com
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10
Primary Contact Phone Number
Area Code
Phone Number
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11
Contact URL
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12
Headquarters
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13
Year Founded
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14
Company Size
Solo / Founder-Led (1–5 employees)
Very Small (6–20 employees)
Small (21–50 employees)
Mid-Size (51–200 employees)
Upper Mid-Size (201–500 employees)
Large (501–1,000 employees)
Enterprise (1,000+ employees)
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15
Client Testimonials
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16
Upload Supporting "Company" Media
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17
Media Title
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18
Target Market / Target Buyer Firm Size
Small Firms (1-10 CPAs)
Medium Firms (11-50 CPAs)
Large Firms (51+ CPAs)
All Firm Sizes- Enterprise Only
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19
Primary Buyer Persona
Managing Partner / Firm Owner
Senior Partner (Tax / Audit / Advisory)
Director of Operations
Practice Manager
Operations Manager
Head of Tax / Tax Partner
Audit Partner
CAS / Client Accounting Services Leader
Finance Lead / Controller
Technology Director / IT Lead- Innovation Lead / Digital Transformation Lead
Office Administrator
Other / Unknown
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20
Pricing Model
Project
Retainer
Hourly
Subscription
Custom
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21
Engagement Minimums
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22
Additional Comments
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