Tax and financial planning from a CPA and Financial Planner team for one flat fee
Professional-grade trading software for retail traders
Stage
Not given
Not given
Founded
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Based in
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AU
Pricing model
Freemium
Freemium
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 to download. Pro: US$5.99/month or US$59.99/year. CashDesk Pro: US$5.99/month or US$59.99/year. CashDesk Tax Return: US$39.99 one-off purchase (included with yearly plan). Prices vary by store and region.
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
Position sizing with prop-firm limits
Trading journal and performance analytics
Options payoff diagrams and Greeks analysis
AI multi-agent investment research
Tax reserve and budgeting for lumpy income
Volatility-based stop placement
Risk-reward modelling
Portfolio management and scenario modelling
GST/VAT/BAS worksheets
Mileage and asset depreciation tracking
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
Specialist tools focused on decision quality before trade execution
Institutional-grade tools for retail traders
Compare 47 prop-firm evaluation plans by their actual rules
Built and used by a solo founder who trades with them
Free calculators available in browser without signup
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