BizViz is looking for 10 forward-thinking CPA firms to beta test our AI financial intelligence platform for free
90 days free access • $2,500 value • Priority feature requests
Not ready to apply yet? Get updates when we launch and learn more about the program.
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As a beta partner, you'll receive exclusive benefits and help us build the future of accounting technology
Full platform access for 3 months ($2,500 value). Test with 3-5 of your clients with zero risk.
Cash flow forecasting, anomaly detection, tax optimization, and subscription audits for your clients.
Deliver insights under YOUR firm's branding. Clients think it's your proprietary technology.
Your feedback directly influences the product roadmap. Request features specific to your practice.
Direct access to our founding team. Bi-weekly check-ins and priority technical support.
50% discount for first year after beta. Featured in case studies. Referral revenue share.
We're looking for engaged partners who want to help us build the best product
Simple 4-step process from application to successful pilot
Fill out our short application form. Tell us about your firm and which clients you'd like to pilot with.
We'll review your application and reach out within 2-3 business days. We're selecting 10 firms from diverse practice areas.
30-minute kickoff call to set up your account, onboard your pilot clients, and review key features.
Use BizViz with your clients. We'll check in bi-weekly to gather feedback and provide support. After 90 days, decide if you'd like to continue at 50% off.
Applications close when we reach 10 firms. Don't miss this opportunity.
Apply for Beta AccessTakes 5 minutes • No credit card required • No obligation
Absolutely. Zero cost. We're genuinely looking for feedback from real accounting professionals to make the product better. After 90 days, you can continue at 50% off our standard pricing ($199-$1,299/month depending on tier) or cancel with no obligation.
Minimal. Onboarding takes 30 minutes. Bi-weekly check-ins are 15 minutes each (6 total = 90 minutes over 3 months). Surveys take 5 minutes each. Total time investment: ~2.5 hours over 90 days.
No problem! You can exit the beta at any time. We actually want this feedback—it helps us improve. If it's not working, we want to know why so we can fix it.
Yes. BizViz uses bank-level encryption (AES-256), database-level isolation, and comprehensive audit logging. We're SOC 2 Type I compliant (certification in progress, Q2 2026). Your clients' data is never shared or mixed with other firms.
Yes! All reports can be branded with your firm's logo and colors. Your clients will see it as your technology, not ours.
You decide. If you love it, continue at 50% off for the first year (locked-in rate). If not, simply cancel. No hard feelings, and you keep all the insights generated during the beta.
We're looking for diversity in firm size, specializations, and geographic locations. We want partners who are engaged, provide honest feedback, and represent our target market of forward-thinking accounting firms.
Absolutely! Apply anyway and select "Want to learn more first" on the form. We'll schedule a 15-minute demo call with no pressure to join.
Be part of shaping the future of AI-powered accounting technology.
Apply Now