Demo1
Wealth & Investment Management
Modernizing tax prep for RIAs
Add tax as a service. Avoid the pain of building a tax practice.
Add tax planning insights to the mix
Your clients already trust you with their wealth. Now, give them a reason to stay—with personalized tax insights.
One platform, more value, lasting relationships.
Our Co-Branded Solution at a glance
Clients manage tasks in one place.
Upload documents easily.
Review and approve filings.
Retain more AUM, deliver full-service experience
We'll share exact pricing during your demo.
We offer two models
Direct to Consumer
For firms without internal tax team
Staff Augmentation
For firms with accountants
Available return types
1040s • Business returns • Trust • Amendments • Consultations
Security and data protection
Encryption, SOC 2 compliance, and secure infrastructure.
Available return types
📄 1040s
simple to complex
🏢 Business
1120, 1065
📊 Trust
estate returns
💼 Amendments
prior years
💬 Consultations
on-demand
Security and data protection
Uses encryption, SOC 2 compliance, two-factor authentication, and anomaly detection to ensure top-tier data security.
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