Tax and financial planning from a CPA and Financial Planner team for one flat fee
End Financial Arguments with Mutual Consent
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
CY
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
Not given
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
Mutual consent requirement for all shared transactions
Multiple independent ledgers with same person
Global currency support
Offline functionality with auto-sync
Real-time financial pyramid display
Excel export for ledgers
Device session management
Private personal expense tracking
Verified user authentication
Enterprise-grade encryption
What makes it different
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
Only app requiring mutual consent for shared transactions
Nino
DueTrace