60 days of full access. Lifetime pricing lock when you subscribe.
Direct roadmap access and priority support — reserved for the practices that help build what comes next
What you get as a founding advisor
Your founding rate never increases — even as we add features and raise prices
Your feedback directly influences what we build next — you shape the product
Founding advisors get first-in-line support and a direct line to the team
Founding Advisor Cohort members have direct input into what gets built next. Submit feature requests, report issues, or share feedback — it goes straight to the team.
The founding cohort is designed for active practices
Financial Advisors or Tax Professionals
RIAs, CFPs, CPAs, or enrolled agents serving individual clients
Active Client Base
Currently providing tax planning or financial planning services
Willing to Provide Feedback
Share your experience, suggest improvements, and help us refine the platform
Commitment to Software Review
Use the platform with real or representative client scenarios
Full Advisor-tier access for 60 days — no credit card required