One platform to file, monitor, pay, and follow up
Everything from document collection to filing, payments, and notices lives in one guided system so clients get clarity faster.
This turns separate tax tasks into one operating layer with cleaner activation, fewer surprises, and easier retention.
Product stack
Sell the platform in layers
One-time filing workspace for personal returns.
Transcript sync, authorization, payment planning, and mismatch prevention.
Post-filing alerts, refund visibility, and compliance reminders.
Recurring B2B compliance revenue through K-1, estimated tax, and deadline automation.
What clients feel
We handle everything for you
Designed as one ecosystem, not isolated tools
Filing, monitoring, consent, payment planning, and business compliance all sit on the same platform surface so the experience feels guided instead of fragmented.
Smart Tax Filing
Personal and business returns with AI-assisted preparation, guided intake, and error prevention before submission.
IRS Data Sync
No more manual document chasing. Bring transcript-backed tax data directly into the filing workspace.
IRS Protection & Representation
Capture authorization, track status, and keep notice-response workflows inside the client experience.
Tax Payment & Planning
Model balances due, compare installment paths, and track payment follow-through without breaking the workflow.
Tax Monitoring
Keep refunds, filing status, alerts, and compliance reminders visible after filing for recurring retention revenue.
Business Compliance Automation
Run K-1 workflows, estimated taxes, and filing deadlines for business clients from one operating system.
From onboarding to recurring revenue
The product flow is structured to create clarity for the client and predictable monetization for the firm.
Onboard once
Create the client workspace, complete tax identity details, and unlock the guided filing path.
Activate Smart Filing
Handle transcript consent, authorization capture, and accuracy checks without sending the client somewhere else.
File and get paid
Move directly from preparation to payment, filing, and plan upgrades with a clear commercial path.
Retain with Monitoring
Convert tax season into monthly subscription revenue through alerts, refund tracking, and compliance follow-up.
Pick the fastest path from filing to recurring revenue
Use filing to close immediate work, Smart Filing to raise accuracy, then keep clients with monitoring or business compliance.
Individual Tax OS
Fast filing offers with a retention layer built in.
Filing
Start personal filing fast with one secure workspace, guided intake, and expert-ready prep.
Includes 12 months of entitlement from purchase date.
- Personal tax workspace and secure document vault
- AI-assisted preparation and error prevention
- Organizer, checklist, and readiness guidance
- One filing season of advisor-ready access
Smart Filing
Unlock deeper accuracy with IRS transcript insight, authorization capture, and payment planning before problems grow.
Includes 12 months of entitlement from purchase date.
- Everything in Filing
- IRS transcript ingestion and tax-readiness analysis
- Authorization workflow for Form 2848 or 8821
- Payment planning and mismatch prevention
- Priority filing support
Monitoring
Stay ahead year-round with monthly monitoring, refund visibility, and reminders that keep problems small.
- IRS activity and status monitoring
- Refund, balance due, and payment alerts
- Risk reminders and compliance follow-up
- Always-on dashboard updates
Business Compliance OS
Recurring compliance revenue with a low-friction trial.
Compliance Essentials
Keep K-1s, estimated taxes, and deadlines under control before small misses turn expensive.
14-day trial, then monthly billing
- Owners and allocation tracking
- K-1 and estimated tax automation
- Compliance reminders and due dates
- Business tax workspace access
Compliance Control
Add automation and advisor visibility so compliance is easier to run and easier to retain.
14-day trial, then monthly billing
- Everything in Compliance Essentials
- Notice monitoring and escalation prep
- Advisor review workflows
- Payment planning and tracking
- Priority support
Compliance OS
Run high-value business compliance from one managed system built for control, retention, and scale.
14-day trial, then monthly billing
- Everything in Compliance Control
- Multi-entity hierarchy
- Advanced monitoring and risk alerts
- Quarterly planning and optimization
- Priority onboarding and support
Roll out in phases, then scale what converts
Start with controlled visibility, tighten conversion inside the product, then push acquisition once the funnel is proven.
Open the launch planPhase 1: Soft launch
Add the platform story to marketing, dashboard entry points, and plan selection for a controlled user set.
Phase 2: Conversion optimization
Tighten the upsell path with pricing, premium actions, and activation checkpoints that convert naturally.
Phase 3: Aggressive marketing
Scale SEO, ads, and short-form education once funnel conversion and retention are stable.
Built for compliance-first activation
Tax data, handled client protections, and premium billing paths all sit behind published disclosures and audited workflows.
Consent and disclosures
• Tax-grade privacy policy and data handling disclosures
• Transcript retrieval consent before data access
• Authorization lifecycle tracking for Forms 2848 and 8821
Operational guardrails
• Tenant-scoped access controls and protected billing routes
• Audited IRS, identity, and financial actions
• No client-side service role exposure in platform workflows
See the public disclosures
Keep legal, billing, and consent language visible before activation and before purchase.