Our Customers

Data tools for nonprofit accounting firms

Speed up tedious research tasks and better grow your client segments

Your marketing team wants to better reach ideal nonprofit clients, not fight with messy lists, bounced email addresses, or clunky legacy tools.

Your partners want to win proposals and make clients happy, not waste time pulling Form 990s, creating bland proposals, or telling clients that answers to their questions aren't available.

Cause IQ's software is purpose-built with nonprofit accounting firms in mind, with all the nonprofit information you need already collected, all in one place.

Plus, our tools make the nonprofit data useful, to help you easily benchmark clients, find prospects similar to your best clients, and create insights for proposals.

Accounting customers include
BDO
Raffa
Wegner CPAs
CliftonLarsonAllen
CBIZ
Aronson
Benchmark organizations

Analyze specific characteristics to see how organizations match up against others. Learn more

Answer client questions

Gain quick insights into compensation and organizations across time and peer group. Learn more

Analyze compensation

View and benchmark Schedule J compensation details individually or in bulk. Learn more

Find organizations

Use Cause IQ's search filter sidebar to find new organizations in your specific target market. Learn more

Pull client lists

Find out which organizations vendors work with. Learn more

Export bulk reports

Generate reports of organization details and personnel records. Learn more

Enhance attendee lists

Automatically match attendee list records to narrow down on relevant organizations. Learn more

Append CRM data

Automatically match your current records to those in Cause IQ to fill in missing fields. Learn more

See vendor interactions

View accounting firms, software firms, and others that an organization is using. Learn more

Tools and integrations for accounting firms

Compare clients to their peers with the Benchmark Tool to provide insights to clients and prepare proposal responses
Find specific market segments in the Search Interface for strategic planning, marketing campaigns, or client support
Easily identify trends and patterns in the Analyze Tool, which can summarize information on thousands of nonprofits at once
Enhance existing spreadsheets using the CSV Upload Tool to easily benchmark peer groups, append information, or narrow down lists
Generate reports of organizations and their key personnel with the Export Tool, and even include contact information in the reports

Data for nonprofit accounting firms

Cause IQ has already collected the nonprofit information you need, cleaned it up, and put it all into one unified database from which you can search, analyze, benchmark, and generate reports.

Form 990 Most fields from the Form 990, including many schedules

Researchers Organization and personnel profiles with a human touch, with manually-researched descriptions and categories

A-133 Single Audits Which firm did an audit, and search organizations by federal agency, CFDA programs, or audit firm used

Form 5500 Audit firms, insurance brokers, and financial advisors, in addition to general information on the employee benefit plans

Secret Sauce Mission and structure of organizations, NAICS and NTEE codes, detailed descriptions

College Scorecard Higher education information on school characteristics from the federal Department of Education

Grow your client segments and speed tedious research

Access all the information your nonprofit accounting firm needs in one place, already collected, with tools to easily benchmark clients, find prospects similar to your best clients, and create insights for proposals.
Get a demo
Over 200 customers use Cause IQ to grow, maintain, and serve their nonprofit clients.