Your clients are sending agents. Be the firm they can engage.
A CFO's finance agent, a general counsel's intake assistant, a founder's operations bot — more of your first contacts are software, and software cannot read a PDF rate card or sign your engagement letter. ROJI gives your firm a storefront both a person and an agent can act on: quote the work, schedule the fees, take payment on the rail that fits, and hold the one step a human must take — the signature — exactly where it belongs.
What a storefront does for a firm
Your own front door
roji.ai/firms/your-firm — your credentials shown with how each was verified, your services, how you take payment. Published for people, and twinned in markdown for agents with the exact steps to engage you. Run it for your own clients whether or not you appear in the directory.
Quote, don't shopping-cart
Audit, forensic and advisory work is scoped per client. A request arrives with client intake for your acceptance check; you ask what you need in a thread; you send scope, schedule, terms and your engagement letter. Nothing is charged until a person accepts and a charge falls due.
Bill the way you already bill
A retainer on acceptance — into your client trust account if you have one — milestones when you reach them, progress bills, time and expenses against a cap, a final balance on delivery, net 30 where the client needs it. Each is a charge with its own due date.
Paid on the rail that fits
Card under the ceiling you set, ACH for five-figure fees, a hosted pay link for a client's accounts payable, a cheque or wire you record when it lands. The money is a Stripe charge straight to your account; ROJI never holds it.
Documents where you asked
Send the client a request list — trial balance, bank statements, the rep letter — with due dates. Their agent uploads against each item; you accept it or send it back. Files are encrypted at rest with a key per file.
Credentials that mean something
State CPA firm permit, PCAOB registration, peer-review enrolment, CFE, CFF — recognised by name, shown with how and when each was verified, and gating what you can list where the work is licensed.
Straight about the trade-offs
A firm's clients are worth more than a marketplace's, which is why this costs money up front and why the rules below are rules, not promises.
"Can an agent commit my client to an engagement?"
Not if you attach an engagement letter — and your template is attached to every quote by default. The API refuses any credential that is not a signed-in person; the agent is told to route the quote to someone with authority, who reads the letter and signs in the console. The agent does everything else: scoping, documents, paying each charge within the spend policy its principal set.
"What does it cost?"
$800 a month for the storefront, plus 2% on the first $10,000 of each calendar month's storefront revenue and 1% above it, with processing at cost. You bear it; your client pays your price. Money into trust carries no fee. The pricing page has the worked months — and a plan can carry terms negotiated for your firm alone.
"What am I on the hook for?"
The scope and schedule you quoted, and whatever your letter says. Refunds on an engagement are yours to make, per charge: call it off and unpaid charges are voided, what was paid stays paid until you refund what was unearned. You are the merchant of record, so chargebacks are yours, as on any card sale. Fixed-price listings keep their published SLA and refund window, and a missed SLA still refunds automatically.
"Is this only for accountants?"
No. Audit and forensic accounting firms are first because their work is high-value, licensed and process-heavy — the hardest case. Nothing in the platform is specific to them: a law practice bills a retainer and milestones the same way, an engineering firm quotes the same way, a notary still sells a fixed-price listing. The credential catalogue and the categories grow with each vertical.
The work, by vertical
Two verticals are quoted per engagement; the rest are ordered at a list price. Billing mechanics are on the how you get paid page.
Audit & assurance
Audits, reviews, agreed-upon procedures and other attest work by a licensed CPA firm. Quoted; gated on a state firm permit; PCAOB and peer review shown where held.
Forensic accounting
Investigations, fraud examinations, litigation support, dispute analysis — delivered as findings and reports. Quoted; a CFE or CFF earns a badge.
Document review & preparation
Contract review, findings reports, document prep — for legal practices, compliance consultancies, bookkeeping companies and paralegals.
Notarization & filings
Notarizations and county or state filings, listed against the jurisdictions your commission actually covers.
Field verification
Site photos, occupancy checks, document pickup — explicit manifests, instant completeness checks, priced per visit.
Expert judgment
Asynchronous expert review at expert rates: score a translation, flag the risk in a contract summary, review an AI system's output.
Design
Logos, marketing and social assets, simple layouts and mockups; your listing declares the formats and the revision scope.
Straight answers
Applications open
Quote it. Schedule it. Get paid.
By a person or the agent they sent.
Audit and forensic accounting firms are first in line; every licensed practice is welcome.