Accordance Expands Client Success Leadership and Joins BDO Alliance USA

SAN FRANCISCO — Accordance, an AI-native platform built specifically for accounting and tax firms, today announced two major milestones in its mission to empower every professional to deliver excellence, enabling professionals to become the architects of tomorrow's financial world. The first is the appointment of industry veteran Kristin Carter, CPA, as Director of Client Success. The company is also announcing its induction into the BDO Alliance USA, one of the nation's largest alliances of independently owned local and regional accounting.

Kristin Carter Joins as Director of Client Success
Kristin Carter joins Accordance with over 18 years of experience in tax planning and research. Her career spans significant roles in public accounting at leading CPA firms, as well as serving as Head of Tax within the wealth management and estate planning sectors. A licensed CPA, Kristin holds both a Bachelor of Science and a Master of Accountancy from the University of Missouri-Columbia (Mizzou), a top-20 ranked accounting program.

In her role, Kristin will ensure that Accordance's AI capabilities are seamlessly integrated into firm workflows. She will lead client education and training, leveraging her deep technical background to help users realize the full value of the platform's reasoning capabilities.

"I'm thrilled to join Accordance at a time when tax professionals are seeking smarter, more efficient ways to navigate complexity," said Kristin Carter. "Having spent nearly two decades in tax planning, research, and client-facing leadership roles, I'm blown away by how much Accordance's platform is poised to streamline and supercharge the industry."

Accordance Joins BDO Alliance USA Business Resource Network
Furthering its commitment to the CPA community, Accordance has been accepted into the BDO Alliance USA. Through the partnership, Accordance will offer its advanced AI tax and accounting platform to more than 800 independent member firms across the country. The company will also give a limited number of extended trial seats to firms in the BDO Alliance for unlimited access through tax season.

Companies can sign up today at accordance.com.

About Accordance
Accordance is the frontier AI platform for world-class tax, audit, and CPA teams. The company's mission is to empower every professional to deliver excellence, enabling professionals to become the architects of tomorrow's financial world. Its technology was developed by former researchers from the Stanford Artificial Intelligence Laboratory in collaboration with industry experts, professors, and practitioners. The company was founded in 2024 and is backed by Khosla Ventures, General Catalyst, Sequoia Capital, and Menlo Ventures. Learn more at accordance.com/.