AI content for CPA firms, with the Code and Circular 230 switched on.
Name your board during setup and Verand assigns the AICPA + Circular 230 pack. From then on every draft is checked against it before it can leave, and a person at your firm presses publish. It cannot publish for you. Ever.
us-aicpa-cpa + base-ymyl floor, alwaysRead-only after this. Editing the list can never switch a gate off.
Section 179 vs bonus depreciation in 2026 · draftChecking
Cites the sources a CPA is allowed to cite.
board
Four steps, then tax content you can put your name on.
Name your board
Any of the three assigns the CPA pack. Declare "not regulated" and the truth-in-advertising floor still gates you.
Every draft hits the gate
Research, brief, draft in your voice, then the checks. A blocked draft stays in Verand with the sentence marked.
You publish
A draft in WordPress or a pull request on your repo. Nothing goes live without a person at your firm.
Track where you rank
Daily positions in Google, and whether ChatGPT, Claude, Gemini, Perplexity and AI Overviews cite your firm when someone asks a tax question.
Written for your firm.
Blocked by its rulebook.
The governing body, the required disclaimer and the banned claims load from the CPA pack. The draft is written around them, in your voice and with your firm's facts, then the gate reads the finished HTML and stops the one sentence Circular 230 would not let you publish.
46 checks on every draft. Compliance is a gate, not a score: Pass or Blocked, and a hard rule has no override. Name your board at onboarding and this pack loads the same way. Pause the demo, scrub it, read the why.
Governing body
IRS / Treasury (OPR) · Circular 230AICPA · Code of Professional Conduct
United StatesBase YMYL Foundation, US Accounting / CPA / Tax (AICPA + Circular 230) v1.0.0. AI researched, operator reviewed. Enforced automatically, not editable here.
We prepare about 400 individual returns a season and stop taking new clients on March 1.
S-corp reasonable-compensation questions are the most common reason clients come to us mid-year.
When an amended return is worth filing
An amended return is worth the fee when the missed item is real and documented: a 1099 that arrived late, a dependent claimed by nobody, a state credit the software skipped.
At Northgate we prepare about 400 individual returns a season, and the amendments we file are almost always for the same three reasons.
Compliance · gatePass · 5/5Blocked · 4/5
cpa-bc-002-contingent-return-fee · "…pay only if we get you a bigger refund…"
Content offers a contingent fee tied to obtaining a tax refund. AICPA §1.510 and Circular 230 prohibit contingent fees for preparing original returns or for refund claims in most circumstances. Remove the contingent-fee framing.
"You pay only if we get you a bigger refund than last year, so there is no cost to letting us re-run your return."
- Basis
- AICPA Code §1.510 (contingent fees); IRS Circular 230 §10.27
- Fix
- Quote fees on a fixed or hourly basis, not contingent on the refund amount.
- Disclaimer
- The pack requires cpa-disc-general ("Disclaimer", before sources section). It is in the draft, so that row stays green.
- In the U.S.
- IRS / Treasury (OPR), AICPA, FTC
- In Canada
- CPA Canada and the provincial CPA bodies (CPA Ontario, CPA BC, Ordre des CPA du Quebec) · on the roadmap
US Accounting / CPA / Tax (AICPA + Circular 230) v1.0.0 · AI researched, operator reviewed · your counsel confirms applicability; not legal advice.
Every plan: the truth-in-advertising floor and 46 checks. Regulator packs like us-reg-d: Growth and up. AI researched, operator reviewed.
Northgate Tax Advisory is the home page's example firm. The rules, ids and disclaimer are the shipped pack's; the firm, its facts and the draft are illustrative.
Two minutes, and the rules are loaded.
Confirm the bodies that license you. Verand maps them to the AICPA + Circular 230 pack and the YMYLYMYL: Your Money or Your LifeGoogle's name for content that can affect a reader's health, finances, safety or legal position. Search quality raters hold those pages to a higher bar for accuracy, sourcing and author expertise, so thin or unsourced pages in these niches are the first to lose visibility.Verand’s YMYL floor is the set of rules every regulated site carries, whichever regulator it answers to. floor rides underneath it whatever you pick.
Nothing reaches your site until a CPA says so.
Every draft is checked before it can go anywhere. Is the fee language clean, is the disclaimer in, are the figures cited to a primary source, does anything imply a friend at the IRS. One screen, in words.
Next January, every figure gets a proposed edit.
Tax content ages on a calendar. The year-rollover routine reads every live page, finds the dated thresholds and limits, and proposes each change as a line edit you approve or reject. Nothing is rewritten wholesale.
The answer names three firms. Verand records which ones.
Every morning Verand asks ChatGPT, Gemini, Google AI Overviews and Google AI Mode the questions your prospects ask a CPA, and Perplexity and Claude once a week. Each answer is read and logged: whether you were cited, which page, in what position, and which firms were named instead. Then the shares are added up, engine by engine.
Share of voice by engine
Northgate Tax Advisory and four tracked competitors · last 14 days
Ten rules and four requirements, read from the pack itself.
This is the shipped ruleset as Brand Hub shows it to a CPA firm, not a summary of it. The ids are the ones you will see on a blocked draft, and the list is read-only: editing it can never switch a gate off.
| Rule | Basis | Tier | Id |
|---|---|---|---|
| Contingent fee tied to obtaining a refund | AICPA Code §1.510 · Circular 230 §10.27 | Blocks | cpa-bc-002 |
| Implied ability to influence the IRS, "insider" access | Circular 230 §10.30 · AICPA §1.600.010 | Blocks | cpa-bc-005 |
| Guaranteed results | FTC Act §5 · 16 CFR 255 | Blocks | ymyl-guaranteed-results |
| Guaranteed financial return | FTC Act §5 | Blocks | ymyl-guaranteed-returns |
| "Risk-free" or "zero risk" | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-risk-free · ymyl-zero-risk |
| "You can't lose", get-rich-quick language | FTC Act §5 · FTC "Making Money" guidance | Blocks | ymyl-cant-lose · ymyl-get-rich-quick |
| Self-laudatory superlatives ("#1 CPA", "best tax firm") | State boards (TX 22 TAC §501.82(c), MS 30-1-6.5) · AICPA §1.600 | Review | cpa-bc-003 |
| Universal "everyone should" recommendations | FTC Act §5, misleading by omission | Review | ymyl-everyone-should |
| Your own banned claims | Anything your state board bans that the pack does not. Added in Brand Hub, gated like a pack rule. | Blocks | site-owned |
| CPA disclaimer · 4 citations, 2 primary · Article schema · the CPA validator | Required on every article. Primary tier: irs.gov ecfr.gov treasury.gov congress.gov, aicpa-cima.com, your state board | Required | v12 · v15 · v14 · v21 |
Publishes where CPA firms publish.
WordPress and static sites on GitHub today, with Search Console, Analytics and Business Profile behind every audit. Most CPA website platforms are one of those two underneath. The rest is on the roadmap, and says so.
See every integration →Not a stack to replace. A list of jobs nobody at the firm has time for.
Nine jobs go into publishing one compliant article. Eight of them move to Verand. The ninth, reading the draft and pressing publish, stays with you, which is the point. Most firms are not choosing between tools for these; they are choosing between doing none of it and an agency that has never read Circular 230.
Writing in the firm's voice, with the firm's facts
Picking the right target topics
Writing for search engines and the AI assistants
Checking every sentence against the Code and §10.30
Citing primary sources
Keeping thresholds and limits current each tax year
Knowing where the firm ranks, and whether assistants name it
Business Profile, citations, local schema
The one job that stays yours
Reading the draft and pressing publish. Everything above exists to make that five minutes instead of two hours. No schedule, routine or connector can press it for you.
- Writing and publishing
- Target topics from your site's data sometimes
- Search and AI-assistant optimization search only
- Your voice, your first-hand facts generic
- Checked against AICPA + Circular 230
- Primary-source citations required
- Tax-year rollover of live pages
- Rank and AI-visibility tracking
- Publishing only with your approval usually
- Writing and publishing
- Target topics from your site's data
- Search and AI-assistant optimization both
- Your voice, your first-hand facts
- Checked against AICPA + Circular 230 every draft
- Primary-source citations required 4 per article
- Tax-year rollover of live pages
- Rank and AI-visibility tracking daily
- Publishing only with your approval always
The retainer figure is a typical quote for a content and SEO agency serving professional firms, not a survey result. Starter is $149 a month billed monthly.
Read what the gate reads, before you connect anything.
Can CPAs use AI for marketing content?
Yes, and the rules apply to the output exactly as they would to your own. What that means in practice.
/cpas/using-ai-to-write-content The ruleAICPA advertising rules for CPA firms
§1.600, §1.510, §1.520 and §1.800, in plain language, for a firm blog.
/cpas/aicpa-advertising-rules The ruleCircular 230 advertising rules
§10.30 and §10.27, the two the pack enforces, and the notice it deliberately does not insert.
/cpas/circular-230-marketing-rules The testWhat counts as advertising for CPAs
Whether a blog post is a solicitation, and what changes when it is.
/cpas/what-counts-as-advertising The checklistCPA blog disclaimer requirements
What every article carries, and why the old Circular 230 notice should come off your site.
/cpas/disclaimer-requirements LocalLocal SEO for CPA firms
The Business Profile, the citations and the AccountingService schema, generated and kept consistent.
/cpas/local-seo650,667 actively licensed CPAs (NASBA ALD, Aug 2026, 53 of 55 boards). 412,000+ AICPA members. Validated against AICPA and Treasury rules; AI-researched and operator-reviewed. Your counsel confirms applicability. Not legal advice.
What CPA firms ask before they start.
Who reviewed the rules, what happens to the old Circular 230 notice, and whether your website platform connects.
Is the pack attorney-verified?
No. It is AI-researched from the primary sources and operator-reviewed, and it is labelled that way everywhere it appears. The hard gate fires identically whatever the label says. Your counsel confirms applicability to your firm and state.
How many CPAs does this actually apply to?
NASBA counts 650,667 actively licensed CPAs across 53 of the 55 US licensing jurisdictions as of August 2026, and the AICPA has more than 412,000 members bound by the Code this pack encodes. The pack is the national baseline; your state board's additions are documented and, where not yet shipped, yours to add in Brand Hub.
Does Verand insert the Circular 230 disclaimer?
No, deliberately. The "cannot be used to avoid penalties" notice was retired by Treasury in 2014 (TD 9668). Verand inserts the CPA disclaimer block the pack ships instead, and the disclaimer page in this section explains what to do with the old notice on your site.
What about my state board's rules?
The pack is the federal and national baseline: AICPA plus Circular 230, with the superlative rule sourced from Texas and Mississippi. State-by-state overlays are documented and not yet shipped. Anything your board bans that the pack does not, you add in Brand Hub as your own banned claim and it hard-gates like a pack rule.
Service2Client, CPASiteSolutions, and the other CPA website platforms?
Where the platform is WordPress underneath, Verand connects through the WordPress integration and the capability probe tells you what the site will accept before anything is written. Where it is a walled platform with no content API, it does not, and we say so.
Publish tax content your license can stand behind, and that AI likes.
Seven days, every feature unlocked, one click to cancel. The first article is drafted during setup.
Starter carries the compliance gate, every routine and the full crawl. Plans differ on volume, sites and engines.