| What it does | Track charitable donations and maximize tax deductions with organized records and tax-ready reports
| Tax and financial planning from a CPA and Financial Planner team for one flat fee
|
|---|
| Stage | Startup
| Not given
|
|---|
| Founded | 2025
| Not given
|
|---|
| Based in | US
| Not given
|
|---|
| Pricing model | Free
| Freemium
|
|---|
| Pricing | Not given
| Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
|
|---|
| Key features | - Photo receipt capture that automatically reads and fills in donation details
- IRS compliance checking for deductible donations
- Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
- Community feed to follow friends and discover campaigns
- Privacy controls with private, followers-only, and public sharing options
- Goal tracking by amount, cause, number of gifts, or organization
- Dashboard showing total giving, tax savings, goal progress, and impact history
- IRS-registered charity search and lookup
| - Connect financial accounts securely with read-only access
- AI-powered financial forecasting and scenario planning
- Dedicated CPA for tax planning and filing
- Dedicated Financial Planner for retirement and wealth management
- Tracks for organizing financial projects and decisions
- Estate and beneficiary planning coordination
- Multi-state and international tax coverage options
|
|---|
| What makes it different | - 2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
- Automatic receipt reading and donation data extraction
- Complete tax filing integration with TurboTax import
- Social community for charitable giving discovery and tracking
| - All-in-one: AI software, CPA, and Financial Planner on one integrated team
- Flat fee pricing instead of percentage of assets
- Tax filing included on every Advisor plan
- 30-day money-back guarantee on Advisor plans
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 34 ● no change since last check |
|---|
| Trust Flow (Majestic) | 0 | 10 |
|---|
| Citation Flow (Majestic) | 0 | 37 |
|---|
| Referring domains (Majestic) | 0 | 78 |
|---|
DonateMate
Nino