Tax and financial planning from a CPA and Financial Planner team for one flat fee
Your wealth, clearly shown
Stage
Not given
Not given
Founded
Not given
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Based in
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AE
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 includes everything with limits. PRO is an in-app purchase with higher limits, longer forecasts and advanced features.
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 net worth (Own minus Owe)
Monitor monthly cash flow (In minus Out)
Asset growth tracking with savings goals
Multi-currency support
iCloud sync across devices
Savings and investment growth visualization
Expense tracking without penny-by-penny recording
On-device data encryption with passcode or Face ID
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
Financial data stays on your device and in your own iCloud, never on company servers
Reduces financial complexity to two simple questions
Focuses on the psychology of debt reduction and stress relief
Emphasizes compound growth and consistent small contributions