Tax and financial planning from a CPA and Financial Planner team for one flat fee
Your money needs a coach
Stage
Not given
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Founded
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Based in
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PT
Pricing model
Freemium
Free
Pricing
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
Free. No ads, no subscription, no upsell.
Key features
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
Track cash, stocks, funds and other assets
View net worth month by month
Spending breakdown by category
Schedule bills ahead of time
Monitor spending pace
Track investment performance
Multi-currency support
CSV import and export
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What makes it different
All-in-one: AI software, CPA, and Financial Planner on one integrated team