The all-in-one platform for financial advisors
Connect with clients securely, automate document collection with AI, manage payments, and grow your practice — all from one powerful platform.
Everything you need to grow your practice
Powerful features designed specifically for financial advisors and chartered accountants who want to deliver exceptional client experiences.
Secure Client Connection
Bank-grade encryption ensures your clients connect with you through a trusted, secure portal. Two-factor authentication and SOC 2 compliance included.
Dedicated Document Vault
Each client gets their own secure space to share tax returns, financial statements, and sensitive documents. Organize everything in one central location.
AI Document Assistant
Our AI automatically identifies missing documents, sends personalized reminders, and guides clients on exactly what to upload — saving hours of back-and-forth.
AI-Powered Summaries
Instantly generate comprehensive summaries of your client's financial situation, including tax position analysis and recommendations tailored to their country.
Payments & Invoicing
Collect payments seamlessly with integrated invoicing. Clients can pay online, and you can track outstanding balances — all within the platform.
Client Retention Engine
Become your clients' financial hub. The all-in-one experience keeps clients returning year after year, dramatically increasing lifetime value.
Get started in minutes, not months
A simple four-step process to transform how you work with clients.
Invite Your Clients
Send a simple invitation link. Clients create their secure account in under a minute — no technical setup required.
AI Guides Document Collection
Our AI analyzes each client's profile and automatically requests the specific documents needed, sending smart reminders until complete.
Review AI Summaries
Get instant, comprehensive summaries of your client's financial situation. Tax positions, recommendations, and key insights — all generated automatically.
Grow & Retain
Clients love the seamless experience. Collect payments online, send professional invoices, and watch your retention rates soar.
Simple, transparent pricing
Choose the plan that fits your practice. Join our waitlist for early access.
Starter
Perfect for solo practitioners getting started.
- Up to 25 clients
- Secure document portal
- AI document reminders
- Basic invoicing
- Email support
Professional
For growing practices that need more power.
- Up to 100 clients
- Everything in Starter
- AI-powered summaries
- Custom branding
- Online payments
- Priority support
Enterprise
For large firms with advanced needs.
- Unlimited clients
- Everything in Professional
- Multi-user access
- Advanced analytics
- API access
- Dedicated account manager
Ready to transform your practice?
Be among the first financial professionals to experience the future of client management. Join our beta program today.
Currently in beta. Early access spots are limited.