Get free access to professional tax planning software
Help shape the future of tax planning for financial advisors
What you get as an early adopter
Full Advisor tier features at no cost during the beta period
Your feedback directly influences our roadmap and feature development
Direct access to our team for onboarding, questions, and feedback
Ideal beta participants
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 Testing
Use the platform with real or representative client scenarios
Get instant access to all Advisor-tier features