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
Solutions for marketing and client services at nonprofit accounting firms
Solutions for marketing and client services at nonprofit accounting firms
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
Data for nonprofit accounting firms
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
“We use Cause IQ to help build our proposals, where we can use the charts and graphs that benchmark our prospects against other organizations we work with. Cause IQ is very intuitive to use and the team has been great to work with and responsive when we have questions or requests.”
Brian Gaumont, Partner, Wipfli LLP
