| What it does | Tax and financial planning from a CPA and Financial Planner team for one flat fee
| The AI-first financial app for gig workers
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | Not given
| US
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| Pricing model | Freemium
| Freemium
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| 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 plan $0 per month. Pro $4.99 per month or $49.90 per year. Wealth Builder $9.99 per month or $99.90 per year. Annual billing is ten months. Optional managed portfolio carries a flat 0.25% per year of managed assets on paid plans only, billed monthly in arrears and deducted by custodian, not cha
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| 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
| - Multi-platform earnings tracking for Uber, DoorDash, Lyft, Instacart, Grubhub, Amazon Flex and others
- Automatic GPS-based mileage tracking with business vs personal mile classification
- AI-powered quarterly tax estimates and tax optimization
- Auto-save with automatic contributions from each payout
- Federal and state tax return preparation
- Qualified tips tracking and deduction up to $25,000
- PRActicle™ Roth IRA portable retirement account (coming soon)
- Bank-connected earnings dashboard with read-only access via Plaid
- AI Money Coach with tax tips and financial guidance
- Saver's Match rewards program for 2027
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| 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 platform combining auto-save, retirement savings, tax optimization, mileage tracking and multi-platform earnings in one app
- Built by gig workers who understand the gig economy firsthand
- Finds 1099 income from bank deposits that platforms don't report on 1099 forms
- No hidden fees, no data selling, read-only bank access for security
- Serves gig workers, payroll companies, fleets, and platforms with white-label solutions
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 34 ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 10 | 0 |
| Citation Flow (Majestic) | 37 | 25 |
| Referring domains (Majestic) | 78 | 42 |