🧾 Hub for Accounting & CPA Firms · U.S.

The alternative to TaxDome, with Deco 1.0 built in

More than a tax-prep tool.
Everything a CPA firm needs, in one place.

Q: Does this fit a solo bookkeeper? And a BPO firm with 200 clients?

Both. Solo $97 fits a one-person bookkeeper or accountant (1 user, up to 50 active clients). Starter $397 fits a small firm (3 members, 25 active clients). Pro $697 covers a mid-size practice (15 members, 150 clients). Elite $1,197 is unlimited for a high-volume BPO. Grows without switching systems.

Q: What if I'm using TaxDome / Drake / QuickBooks today? How does migration work?

Most common starting point. We import via CSV or an export of your current tool: clients, entity types, active engagements, prior-year workpapers. In about a week you're running 100% in the Hub with IRS e-file, Form 8879 authorization, and legally binding e-signature.

Q: What does it cost?

Solo $97/mo (1 user, for people working solo). Starter $397/mo (3 members, 25 active clients). Pro $697 (15 members, 150 clients, adds SEO + AICPA-compliant ads). Elite $1,197 (unlimited + ads publisher via API). Bank feed, IRS e-file, and payroll integrations included in every plan.

Q: Does it e-file with the IRS and states (1040 / 1120 / 941 / 1099)?

Yes. Individual (1040), entity (1120, 1120-S, 1065), payroll (941, W-2), and information returns (1099-NEC / 1099-K). E-file authorization is captured on Form 8879. State income and sales tax handled per state. Nationwide coverage.

Q: Does Deco 1.0 replace the accountant?

No. It does the grunt work (monthly close, transaction categorization, memo drafts, bank reconciliation) so you focus on what's strategic: tax planning, advisory, the client relationship. It's like an elite staff accountant that never sleeps.

Q: How does compliance and confidentiality work?

Hub is built with a SOC 2 mindset. Audit trail on every access to a client's data, role-based permissions, and advertising that follows AICPA + state board rules (no guaranteed tax savings, no misleading claims). You don't have to think about it in the day-to-day.

Q: What if I cancel?

Export clients, workpapers, filings, and financials in one click. CSV + ZIP. Nothing held back. No fee, no contract. Client confidentiality respected, CCPA-friendly.

Q: How does support work?

Text and email during business hours, with a human who understands accounting: 1120, multi-state payroll, entity election, CPA / PTIN workflow, 1099 filing. No ticket queue, no chatbot. A critical issue gets after-hours coverage.

For a solo bookkeeper, a mid-size CPA firm, or a high-volume BPO. The Hub does everything TaxDome does (client portal, e-signature, invoicing, workflows) plus what it doesn't: Deco 1.0 closing the month in seconds, categorizing the bank feed with AI, drafting tax memos, reconciling the bank automatically, and flagging audit risk per client.

Start 14-day free trial 💰 See plans 🧮 Run the math

✓ No contracts✓ Onboarding in one week✓ AICPA + CCPA-friendly✓ Export everything on cancel

Sound familiar?

Situations nearly every CPA firm lives. If more than two of these remind you of a bad month, the Hub fixes them.

📅

An IRS deadline slips through

941 on the 7th, estimates on the 15th, 1120-S Mar 15, 1040 Apr 15, 1099 Jan 31. Every client on a different entity type. Reminding at the last minute is a scramble. A penalty becomes a loss.

📑

The monthly close lives in Excel

47 clients, each with its own spreadsheet. Receipts scattered in a Drive folder, manual categorization, workpapers built at the end with errors. 80% of the junior's time goes to typing.

🏦

Reconciliation eats days

A statement with 3,000 lines, the month's ledger, a manual tie-out. The partner burns a whole Saturday just to close the books.

💸

A client is late and nobody billed them

The monthly retainer gets forgotten. The extra work (an amended return) never got billed. The billing spreadsheet is out of date.

📊

You don't know which client is profitable

A $4,200 fixed fee looks great. But it takes 60h/mo of senior time. Without a timesheet, the call is a guess. The client who should pay well becomes a headache.

⚠️

Audit risk only shows up when the notice lands

A client's revenue jumped 80% with no structural change. Without an alert, the IRS finds it first, a CP2000 arrives, 30-day window. Scramble.

How it works today → How it works with the Hub

Same firm, same CPAs, same clients. Just a different tool.

❌ Before

×The close lives in Excel, client by client.
×Client sends receipts by email on the 28th.
×Bank reconciliation on Saturday night.
×Client calls: 'can I deduct this?' Partner researches the IRC for 30 min.
×A late retainer slips for 2 months.
×Audit risk only shows up when the notice lands.
×No idea which client is actually profitable.
×Commission calculated in Excel, always an argument.

✨ After

✓Deco closes the month in 12s. You review.
✓Hub pulls the bank feed + receipts every day.
✓Reconciliation in 5 min, only the doubtful to review.
✓Deco drafts a memo in 4s with the authority cited.
✓Recurring card / ACH + auto add-on billing.
✓Deco flags audit risk before the notice.
✓Cost per client in real time.
✓Staff comp calculated on its own. Paid on the 5th.

12 things only the Hub does

No accounting platform in the US ships all of these today. Each one solves a concrete day-to-day problem.

📊

Automatic monthly close + tax prep with AI

Deco reads the transactions, categorizes to GAAP, drafts Form 1120 / 1065 / 941, computes tax by entity type (Sole prop / S-corp / C-corp / Partnership). The CPA reviews instead of typing. 60-80% of manual time saved.

🧮

AI transaction categorization

Deco reads the bank feed, identifies the vendor / category from the firm's memory + prior coding. Suggests the GAAP entry. Manual entry drops 70%. The CPA reviews only the doubtful.

📝

AI-drafted tax memo

Client asks 'can I deduct X?', Deco drafts a memo with current guidance (IRC, Treas. Reg., Rev. Rul., IRS Pub) + case law. The CPA reviews and signs. Research grunt work drops.

🏦

Automated bank reconciliation

Hub pulls the bank feed and matches it to the ledger. 98% reconcile on their own. Deco suggests a category for the unmatched. Saturday free, close in 5 min.

⚠️

Audit-risk alert per client

Deco analyzes the close + industry + history. Flags risk patterns: atypical revenue, margin off benchmark, S-corp reasonable-comp exposure, 1099-K mismatch. Surfaces it before the notice lands.

📱

Client triage (question × IRS notice × payroll × entity)

Client messages through the portal, Deco classifies it in seconds. An IRS notice with a response window drops to the partner directly. A quick question goes to the responsible CPA. Front desk stays free.

📅

IRS deadline calendar by entity type

Hub knows every deadline by entity: estimates on the 15th, 1099 Jan 31, 1120-S / 1065 Mar 15, 1040 / 1120 Apr 15, extensions Sep/Oct. Per client. 10/5/1-day cadence. Zero penalties.

📄

Bank + receipt + invoice intake

Hub connects to the client's bank / card (via Plaid) + a receipt inbox. Pulls transactions + receipts daily. Ends 'send me your statements for the month'. Matches and ties out.

👤

Payroll automated (941 + W-2 + 1099 + state)

Payroll computed by the Hub, 941 / W-2 / new-hire / 1099-NEC generated, e-filed direct to the IRS + state, Hub pulls the confirmation and flags errors. Payroll scales.

💸

Recurring + add-on auto-billing

Monthly card / ACH per client, polite follow-up when late. Extra work (amended return, IRS representation, cleanup) auto-bills as an add-on. Revenue never slips.

📈

Forecast + cost per client

Retainers + seasonal (extensions Sep/Oct, tax season Jan-Apr). Predictable peaks. Cost per client crosses hours logged × staff cost vs fees. The client in the red is identified.

🏢

Multi-client on one dashboard

Consolidated view of ALL clients with the status of every filing. Filter by responsible CPA. The partner sees each health score in 30s. Digs in where it matters.

From signed up to your first close in the Hub: one week

No migration trauma, no losing a client, no CPA sitting idle for a month learning a new system.

🤝

Guided onboarding

A one-hour call. We configure CPAs / PTINs, teams, fee rules, IRS e-file + bank feed + payroll integrations, and the firm's payment account.

📦

Import clients + engagements

Send us your CSV or Excel. Clients become profiles with entity type, EIN, owners, employees. Ready to run day 1.

🚀

Connect integrations

Connect the client bank feed, IRS e-file, payroll, Google Calendar, and your card / ACH processor. Train the team in 30 min.

📈

See the first numbers

Within 7 days: automatic document intake, the deadline calendar active, the first close drafted by Deco. Decide if month 2 makes sense.

Onboarding included. No setup fee. No contract.

Hub vs TaxDome, side-by-side

31 features compared. Click ℹ️ to see each one running.

✓ has · ~ partial · — missing · ✅ ready · 🚧 building · hover the icons in the feature name for details

🚧 About features under construction: these are already planned and in development. When they ship, they land in your plan automatically at no extra cost. A CPA firm that comes in now is a design partner: front-of-the-queue priority, special pricing on the early months, and full team attention to shape the feature for how your firm actually works.

Feature	Hub (flat, from $97)	TaxDome ($83/user/mo, Pro annual)
Built-in text + email tied to the client conversation tied to the client (via EIN, registered email, or a manual tag). Reassign a client to another CPA and the whole thread goes with them.	✓	~
Time Clock (CPA, bookkeeper, payroll, front desk) distinguishes office, home office, and a client visit. GPS verifies the location. Automatic overtime. Payroll pulls from the timesheet.	✓	~
Performance dashboard + Deco insight revenue, margin, active clients, NPS, average ticket by entity type. Per CPA and per client. Deco surfaces patterns.	✓	~
Human support over text + email replies in < 2h business hours. Whoever answers understands accounting: 1120, multi-state payroll, entity election, CPA license.	✓	~
Runs on your phone like an app (no install) opens as an app from the browser. Check a deadline on the train, the close at lunch, a memo on the weekend. Works offline for lookup.	✓	✓
AI transaction categorization from the bank feed Deco reads the bank feed, identifies the vendor / customer / category from the firm's memory + prior coding. Suggests the GAAP category. Manual entry drops 70%.	✓	—
AI tax memo draft (IRC + case law) client asks 'can I deduct X?', Deco drafts a memo with current guidance (IRC, Treas. Reg., Rev. Rul., IRS Pub) + case law. CPA reviews and signs.	✓	—
Audit-risk alert per client Deco analyzes the close + industry + client history. Flags risk patterns (atypical revenue, S-corp reasonable-comp exposure, 1099-K mismatch).	✓	—
Client triage via portal + text client sends a question, Deco classifies it (quick question × IRS notice × deadline urgency × entity change × payroll). An IRS notice drops to the partner directly.	✓	—
Recurring auto-billing (retainer + add-ons) monthly card / ACH per client. Late? Polite follow-up at D+2/5/10. Extra work (amended return, IRS rep) auto-bills as an add-on.	✓	—
30/60/90-day revenue forecast (retainer + seasonal) retainers + seasonal (extensions Sep/Oct, tax season Jan-Apr). Computes peaks: Feb-Apr explodes with 1040s + entity returns. Decide when to hire seasonal staff.	✓	—
Cost per client (real realization / margin) hours logged × staff cost vs fees collected. A low-fee client that eats 30h/mo may be losing money. A fee-increase conversation grounded in data.	✓	—
Book analysis by entity type C-corp × S-corp × Sole prop × Partnership. Margin by type. C-corp work margins 62%, Sole prop 48%. The specialization decision becomes informed.	✓	—
Staff ranking active clients, filings on time, billable hours, client NPS. A basis for goals + bonus + promotion. The partner decides with data.	✓	—
Automated post-engagement (year-end close + advisory upsell) closed the year? NPS + a suggestion for proactive tax planning, entity restructuring, an S-corp election study. Your current client returns more.	✓	—
Referral with a fee credit a client refers a new client and earns an automatic credit on their monthly fee. New revenue with no CAC.	✓	—
Monthly Deco newsletter by industry Deco writes a personalized monthly column: manufacturers see multi-state nexus, retail sees sales tax, services see R&D credits. Top of mind at no cost.	✓	—
AICPA + state board compliance (license + ethics) CPA license + PTIN per preparer, professional ethics guardrails. Hub blocks misleading advertising and flags claims that overstate results.	✓	—
Internal calendar (CPE hours + PTIN renewal + license renewal) the firm's own admin deadlines (CPE hours, PTIN renewal, state license renewal, e-file application updates). Hub reminds you on a smart cadence.	✓	—
Google + Meta ads generator · AICPA-compliant (Pro) Deco writes copy that follows AICPA + state board rules. No guaranteed tax savings, no misleading claims. Local geo + industry. Included in Pro.	✓	—
Ads generator & publisher via API (Elite) Includes the generator + publishes direct via the Google Ads + Meta Marketing API. No copy-paste. Lead lands tagged with source. Included in Elite.	✓	—
Automatic monthly close + tax prep (1120 / 1065 / 941 / sales tax) Deco reads the transactions, categorizes to GAAP, drafts Form 1120 / 1065 / 941, computes tax by entity type. CPA reviews instead of typing. 60-80% of manual time saved.	✓	~
Automated bank reconciliation (bank feed) Hub pulls the bank feed and matches it to the ledger automatically. 98% reconcile on their own. Deco suggests a category for the unmatched.	✓	~
IRS tax-season deadline calendar by entity type Hub knows 1040 / 1120 / 1120-S / 1065: estimates on the 15th, 1099 Jan 31, entity returns Mar 15, extensions Sep/Oct. Per client, automatic. 10/5/1-day cadence.	✓	~
Bank + receipt + invoice intake (automatic) Hub connects to the client's bank / card (via Plaid) + a receipt inbox. Pulls transactions + receipts daily. Ends 'send me your statements'.	✓	~
Payroll automated (941 + W-2 + 1099 + state) payroll computed, 941 / W-2 / new-hire / 1099-NEC generated automatically, e-filed direct to the IRS + state, Hub pulls the confirmation and flags errors.	✓	~
Engagement letter (+ documents) with e-signature engagement letter, authorization, consent. Client e-signs from their phone, CPA countersigns with Form 8879 e-file authorization. IRS-accepted. Full audit trail. Same signing engine LIVE on the Hub.	✓	~
Multi-client on one dashboard consolidated view of ALL clients with the status of every filing. Filter by responsible CPA. The partner sees each health score in 30s.	✓	~
Client digital portal financial statements, P&L, balance sheet, vouchers, deadlines, memos, invoices. Client self-serves through the portal. Partner reviews history in 30s before a meeting.	✓	~
Confidentiality + client-data protection (native) each document inherits a confidentiality level, access audit, the client sees who at the firm accessed their folder. SOC 2 + CCPA mindset.	✓	~
Accounting audit trail (SOC 2 + IRS-ready) who touched what, when. Traceability for a peer review or the IRS. Hub logs it automatically, exportable.	✓	~

✨ New · Reimagine's own AI

Meet Deco 1.0

Our in-house AI, built into every Hub.

Deco 1.0 is our proprietary AI. It lives inside the Hub and handles the tedious work of a CPA firm: the automatic monthly close, transaction categorization, tax memo drafts, bank reconciliation, audit-risk alerts, client-request triage.

No prompt, no ChatGPT tab, no extra subscription. Built into every plan. AICPA and CCPA compliance handled.

📊

1120 in 12s

🧮

Categorization

70% manual gone

📝

Tax memo

IRC + case law

🏦

Reconciliation

98% automatic

⚠️

Audit risk

Before the notice

📱

Client triage

IRS notice → partner

✓ In every plan✓ No per-use fee✓ AICPA + CCPA-friendly✓ Same engine across every Reimagine vertical

Run the math

Side-by-side: TaxDome Pro bills $83/user/mo (billed annually) vs Hub Starter ($397), flat per firm no matter how many CPAs you add. Per-seat pricing grows with every hire; a flat plan does not. Past 5 seats the gap only widens. And even on the entry plan, the Hub already ships 10 of the 12 features TaxDomedoesn't have on any tier.

Fair note on entry plans: TaxDome's cheapest plan (Essentials, ~$67/user/mo annual) is capped at 1 user, solo only, exactly like the Hub Solo ($97) tier. The moment either firm hires a second person, TaxDome jumps to Pro at $83 per seat while the Hub moves to a flat $397 and stays there as the team grows.

Your firm

CPAs + team members

Active clients

These numbers help us pick the right plan. They don't change the list price.

Included in Hub Starter

✓Human onboarding in week one
In the market: Usually a separate $1,500-3,000 setup fee
✓Client + engagement migration
In the market: Often per-client migration fee
✓CPA + staff training
In the market: Sold as a separate course
✓Text + email support
In the market: Ticket queue or chatbot
✓Full export on cancel
In the market: Exit fee at many platforms
✓No contract, cancel anytime
In the market: Annual contract standard

Side-by-side

TaxDome Pro (6 seats × $83)$498 /mo

Hub Starter (flat)$397 /mo

Direct savings at 6 seats

$101/mo

$1,212 per year, and it grows with every CPA you hire while the Hub stays flat. The bigger win is these 12 features TaxDome doesn't have on any tier (10 in the Starter, 2 are Pro/Elite extras):

📊AI close + tax prep

🧮AI transaction categorization

📝AI tax memo draft

🏦Automated reconciliation

⚠️Audit-risk per client

📱Deco client triage

📅Deadline calendar by entity

💸Recurring auto-billing

📈Forecast + cost per client

🏢Multi-client dashboard

📣AICPA-compliant ad generatorPro

🚀Ads publisher via APIElite

The 10 without a badge come with Hub Starter ($397). The ones tagged PRO or ELITE require those tiers, but Pro ($697) is still flat, and once your firm passes about 9 seats it undercuts TaxDomePro's per-seat bill too.

Start 14-day free trial

Pick the size. Everything else is the same.

Most features are identical across the four plans. The plan you pick is mostly about the size of the operation (CPAs, active clients, integrations). Pro and Elite also get 2 marketing extras on top.

In every plan

✓ AI close + tax prep (1120 / 1065 / 941 / sales tax)

✓ AI transaction categorization

✓ AI tax memo draft

✓ Automated bank reconciliation

✓ Audit-risk alert per client

✓ Deco client triage (IRS notice + question)

✓ IRS deadline calendar by entity type

✓ Bank + receipt + invoice intake

✓ Payroll automated (941 + W-2 + 1099)

✓Engagement letter with e-signature

✓ Multi-client on one dashboard

✓ Recurring + add-on auto-billing

✓ 30/60/90-day forecast

✓ Cost per client (realization)

✓ Book analysis by entity type

✓ Staff ranking

✓ Post-engagement (close + advisory upsell)

✓ Referral with a fee credit

✓ Deco newsletter by industry

✓ Client digital portal

✓ Confidentiality + client-data protection

✓ AICPA + state board compliance

✓ Audit trail (SOC 2 + IRS-ready)

✓ Internal calendar (CPE + PTIN + license)

✓Text + email tied to the client

✓Time Clock (CPA, bookkeeper, payroll)

✓Performance dashboard + insight

✓Human text + email support

Solo

Solo accountant / bookkeeper

$97/mo

Plan limits

✓1 user (you)
✓Up to 50 active clients
✓Unlimited messaging and AI

No marketing extras. For SEO + Deco-powered ads, move up to Pro.

Start 14-day free trial

Starter

Small firm / solo CPA

$397/mo

Plan limits

✓Up to 3 CPAs / team members
✓Up to 25 active clients
✓Up to 5 external integrations

No marketing extras. For SEO + Deco-powered ads, move up to Pro.

Start 14-day free trial

★ Most chosen

Pro

Mid-size, the most-chosen

$697/mo

Plan limits

✓Up to 15 CPAs / team members
✓Up to 150 active clients
✓Up to 20 external integrations

Exclusive extras

★SEO Level 1 (requires Hub Site to activate)
★Google + Meta ads generator (AICPA-compliant)

Start 14-day free trial

Elite

BPO / high volume / multi-office

$1,197/mo

Plan limits

✓Unlimited CPAs and members
✓Unlimited active clients
✓Multi-office + all integrations

Exclusive extras

★SEO Level 1 (requires Hub Site to activate)
★Google + Meta ads generator & publisher

Start 14-day free trial

Every plan includes onboarding, text + email support, and full export on cancel. No contracts.

Building Now

Deco writes Google + Meta copy that follows AICPA + state board rules. No guaranteed savings, no misleading claims.

Request early access

See all Hub features

How we work

Anyone who's run a CPA firm has seen pretty software turn into a nightmare (12-month contract, exit fee, data held hostage, clients trapped). Not here.

🚫

No contracts

Cancel any time. No fee, no holdover, no "stay another 3 months to fix it". If it doesn't fit, you walk.

📦

Your data is yours

On cancel, export clients, workpapers, filings, and financials in one click. CSV + ZIP. No exit fee.

🤝

Onboarding included

We configure it together: CPAs / PTINs, entity types, IRS e-file + bank feed + payroll integrations. Train the team in 30 min. No setup fee.

💬

Human support over text + email

Talk to someone who actually understands accounting: 1120, 1099 e-filing, multi-state payroll, entity election, CPA license. No ticket queue, no chatbot.

🇺🇸

Built for the U.S. market

1040 / 1120 / 1120-S / 1065, 941, W-2, 1099, IRS e-file with Form 8879, multi-state sales tax, GAAP. Native U.S. compliance.

🔒

AICPA + CCPA compliance native

Client confidentiality, an audit log on access to a client's folder, and advertising that follows AICPA + state board rules. Compliance is automatic.

Questions that keep coming back

Does this fit a solo bookkeeper? And a BPO firm with 200 clients?+

Both. Solo $97 fits a one-person bookkeeper or accountant (1 user, up to 50 active clients). Starter $397 fits a small firm (3 members, 25 active clients). Pro $697 covers a mid-size practice (15 members, 150 clients). Elite $1,197 is unlimited for a high-volume BPO. Grows without switching systems.

What if I'm using TaxDome / Drake / QuickBooks today? How does migration work?+

Most common starting point. We import via CSV or an export of your current tool: clients, entity types, active engagements, prior-year workpapers. In about a week you're running 100% in the Hub with IRS e-file, Form 8879 authorization, and legally binding e-signature.

What does it cost?+

Solo $97/mo (1 user, for people working solo). Starter $397/mo (3 members, 25 active clients). Pro $697 (15 members, 150 clients, adds SEO + AICPA-compliant ads). Elite $1,197 (unlimited + ads publisher via API). Bank feed, IRS e-file, and payroll integrations included in every plan.

Does it e-file with the IRS and states (1040 / 1120 / 941 / 1099)?+

Yes. Individual (1040), entity (1120, 1120-S, 1065), payroll (941, W-2), and information returns (1099-NEC / 1099-K). E-file authorization is captured on Form 8879. State income and sales tax handled per state. Nationwide coverage.

Does Deco 1.0 replace the accountant?+

No. It does the grunt work (monthly close, transaction categorization, memo drafts, bank reconciliation) so you focus on what's strategic: tax planning, advisory, the client relationship. It's like an elite staff accountant that never sleeps.

How does compliance and confidentiality work?+

Hub is built with a SOC 2 mindset. Audit trail on every access to a client's data, role-based permissions, and advertising that follows AICPA + state board rules (no guaranteed tax savings, no misleading claims). You don't have to think about it in the day-to-day.

What if I cancel?+

Export clients, workpapers, filings, and financials in one click. CSV + ZIP. Nothing held back. No fee, no contract. Client confidentiality respected, CCPA-friendly.

How does support work?+

Text and email during business hours, with a human who understands accounting: 1120, multi-state payroll, entity election, CPA / PTIN workflow, 1099 filing. No ticket queue, no chatbot. A critical issue gets after-hours coverage.

Want to see it running in your firm?

14-day free trial. No credit card. Create your account now, import your data, and test the Hub against your real book of clients before you decide anything.

Start 14-day free trial

14-day free trial. No credit card.

✓ No contracts✓ AICPA + CCPA-friendly✓ Export everything on cancel

← Back to Reimagine

More than a tax-prep tool.Everything a CPA firm needs, in one place.

Sound familiar?

An IRS deadline slips through

The monthly close lives in Excel

Reconciliation eats days

A client is late and nobody billed them

You don't know which client is profitable

Audit risk only shows up when the notice lands

How it works today → How it works with the Hub

12 things only the Hub does

Automatic monthly close + tax prep with AI

AI transaction categorization

AI-drafted tax memo

Automated bank reconciliation

Audit-risk alert per client

Client triage (question × IRS notice × payroll × entity)

IRS deadline calendar by entity type

Bank + receipt + invoice intake

Payroll automated (941 + W-2 + 1099 + state)

Recurring + add-on auto-billing

Forecast + cost per client

Multi-client on one dashboard

From signed up to your first close in the Hub: one week

Guided onboarding

Import clients + engagements

Connect integrations

See the first numbers

Hub vs TaxDome, side-by-side

Meet Deco 1.0

Run the math

Your firm

Included in Hub Starter

Side-by-side

Pick the size. Everything else is the same.

New tools being built right now.

AI monthly close + tax-prep draft

AI transaction categorization from the bank feed

AI tax memo draft (IRC + case law)

Automated bank reconciliation

Audit-risk alert per client

IRS deadline calendar by entity type

Payroll automated (941 + W-2 + 1099 + state)

Bank + receipt + invoice intake

Engagement letter with e-signature

Text + email tied to the client

Time Clock with GPS

Performance dashboard + Deco insight

Multi-client dashboard

Recurring + add-on auto-billing

Confidentiality + SOC 2-mindset audit trail

AICPA-compliant ad generator

How we work

No contracts

Your data is yours

Onboarding included

Human support over text + email

Built for the U.S. market

AICPA + CCPA compliance native

Questions that keep coming back

Want to see it running in your firm?

More than a tax-prep tool.
Everything a CPA firm needs, in one place.