Accountant pilot eligibility
Start with business facts—not sensitive files.
The accountant founding pilot begins with a known-contact invitation and a limited set of business facts. Participation does not create a public label or guarantee acceptance. Sensitive financial, tax, client, payroll, credential, or health information must wait for an approved secure workflow.
Information needed for the first review
The first step is enough information to resolve identity and scope without collecting records that do not belong in a general website or ordinary email.
- Preferred professional name and exact firm or entity name
- Professional role, office location, and service geography
- CPA or other regulated credential, issuing jurisdiction, and license number
- Service categories described in plain language
- Public source links and a business contact route
- Consent to factual follow-up and correction
Evidence reviewed later through the correct channel
Professional-liability coverage, firm permits, association records, specialty evidence, references, security controls, and other nonpublic support require a defined evidence request and approved secure destination. Submission does not make a claim independently verified.
Founding-pilot relationship
A known contact may participate in the founding pilot while the category and evidence workflow are tested. Any fee, sponsorship, referral, or no-fee arrangement must be disclosed accurately on a future active profile. Pilot participation is not a recommendation, ranking, status label, badge, or seal.
What this page does not collect
Do not send tax returns, bank statements, payroll files, patient information, client identities, passwords, identity documents, payment details, or credential files through this page. No application form or upload control is active here.
Original and attributed sources
Return to the record behind each claim.
A link shows where a fact came from; it does not turn every statement on that source into an independently verified claim.