A niche SaaS for accounting firms reached $8.5k in 14 months
The writer says they built a tool for small accounting firms. The tool is a portal where accountants send clients a checklist and clients upload tax documents in one place. They started building it in early 2025 after seeing their wife, a CPA at a small firm, struggle to collect W-2s and 1099s from clients. They posted in accounting subreddits and got four DMs from CPAs who wanted to try it.
Key points
- The product targets document collection during tax season for small accounting firms.
- It replaces long email chains with a portal where clients upload files in one place.
- The idea came from watching a CPA deal with the problem in real life.
- The first users came from posts in accounting subreddits, despite some negative reactions.
- The first four users used it free for three months, helped shape it, and later became paying customers, according to the post.
Quick term guide
- Upload
- The process of sending data from your computer to the internet.
- subreddits
- Topic-specific communities inside the Reddit platform, each focused on a particular interest or field
- subreddit
- A topic-specific community inside Reddit where people post and discuss related content.
- business
- An activity where you provide value to others in exchange for money.
- workflow
- A repeatable set of steps for getting a task done.
- feedback
- A response that tells a user what they did well or should fix.
- ReActions
- A proposed system of reusable, step-by-step instruction sets (recipes) for AI coding agents
- paying customers
- People who pay money to use a product or service.