Q: What is 4impactdata?
A: 4impactdata is an AI-powered business guidance platform built for Client Advisory Services (CAS) teams in accounting firms. It turns raw client data into real-time insights and next-best actions to help advisors deliver scalable, proactive guidance.

Q: Who is 4impactdata built for?
A: We serve CAS practice leaders, managing partners, firm ops teams, and fractional CFOs—anyone looking to scale advisory services without growing their headcount.

Q: How is 4impactdata different from a dashboard or BI tool?
A: Traditional dashboards show you what happened. 4impactdata tells you what to do next. We embed advisory intelligence, not just metrics—so your team can act, not just interpret.

Q: What can I do with 4impactdata?
A:

• Predict client risks (cash flow, margin compression, churn)

• Monitor real-time KPIs across your client base

• Receive AI-powered advisory prompts

• Benchmark clients against industry peers

• Prioritize advisory tasks by strategic impact

Q: Does it integrate with my existing systems?
A: Yes. 4impactdata integrates with platforms like QuickBooks Online, Xero, Digits, and supports CRM/ERP data sources.

Q: What kind of risks can the platform detect?
A:

• Customer concentration

• Liquidity decline

• Margin erosion

• Late AR trends

• Profitability slippage

Q: How do you ensure data is safe during transfer?

A: We use encryption for all data in transit, ensuring that it cannot be intercepted or accessed by unauthorized parties. Additionally, only specific, known IP addresses and credentials can access our system. 

Q: How does the AI work?
A: Our AI is trained on anonymized data from 1,000+ firms and codified best practices from top advisory teams. It generates contextual insights and next-best actions unique to each client. All descriptive and identifying information is anonymized at rest and during processing. This ensures that your data cannot be linked to your organization or individuals without proper reidentification protocols.

Q: Is our data secure? What happens to the data after it is used?
A: Yes. We use ISO 27001-certified Kafka clusters, data encryption, and enterprise-grade access controls to protect firm and client data. Once data processing is complete, all transit data and descriptive information are permanently deleted, minimizing the risk of data exposure. 

Q: How do you store and process data?
A: Descriptive information and data are stored separately and only joined during analysis in Power BI. Data is processed in stages, and all sensitive information is handled securely in Microsoft Azure’s SOC 1 Type 2 compliant environment.

Q: Are you compliant with international data protection standards?

A: Yes, we utilize Microsoft Azure’s SOC 1 Type 2 certification to ensure our infrastructure and data management practices comply with stringent international security standards. 

Q: How much does 4impactdata cost?
A: Pricing scales based on firm size and client volume. Custom enterprise packages are available. Book a discovery session to get a quote.

Q: Is there a free trial or demo available?
A: Yes. Schedule a live demo or strategy call at 4impactdata.com.

Q: How long does onboarding take?
A: Most firms complete onboarding within 1–2 weeks. We provide full setup, integration, and CAS advisor training.

Q: What kinds of results can firms expect?
A:

• 14% average margin improvement

• 200% faster client decisions

• 81% less prep time for advisory work

• Lower churn and stronger client retention

Q: How does this help us retain clients?
A: We help you identify risks earlier and have smarter conversations sooner—turning insight into action before issues arise.

Q: Will this replace my advisors?
A: No. 4impactdata supports—not replaces—advisors by giving them data-driven insights to deliver more value with less manual work.

Q: Do you offer customer support?
A: Yes. All users get access to onboarding specialists, live chat, and ongoing success support.

Q: Can I white-label 4impactdata for my firm?
A: Yes. White-labeling is available so you can deliver guidance under your firm’s brand.

Q: Do you offer referral or partner programs?
A: We do. We work with CAS consultants, CPA networks, and business brokers through referral partnerships and co-branded programs.

Q: Why does 4impactdata post dad jokes every Friday?

A: Our CEO is also the CEO of Dad Jokes. We believe advisory should be smart and fun — so every Friday we share the #4IDFridayEyerollReport to keep our community and team laughing (or rolling their eyes).

Q: Where does the 4impactdata team work from?

A: We’re headquartered in Plano, Texas, but we thrive on a hybrid schedule. That means some days we’re collaborating in person, and other days we’re  working from the comfort of our home offices. It’s all about balance.

Q: What’s unique about the 4impactdata team?

A: Our secret sauce isn’t just the tech—it’s the talent behind it. The 4impactdata team is guided by an advisory board with more than 100 years of combined experience shaping the accounting profession. Our members include former leaders and innovators from organizations like Cherry Bekaert, the AICPA, and other top firms who’ve helped define what modern advisory looks like. Together, they’ve turned decades of practical expertise into the foundation of our platform, ensuring everything we build aligns with how real firms think, work, and grow.