Advisory your clients actually pay for.
Every overdue filing is a dollar figure. Computed from the statute, chased in English or Chinese, released under your signature.
Statutory: $10,000 initial, +$10,000 per 30 days after IRS notice, capped · IRC §6038D(d). Illustrative.
It drafts. It never decides.
If this 8938 is missed
$10,000
rising to $60,000 if still missing 90 days after the IRS notice · IRC §6038D(d). Threshold crossed at $92,000 — the member's obligation, not the LLC's.
1 field unconfirmed — the holder name on the HSBC statement does not match the return
The filing position and the signature never leave your desk. Every action is logged.
The same three hours, gone.
Asking for the same file, again. You've sent the same document request three times. The return still can't start.
What the client sends back is worse. A photo of a photo, last year's statement, half the pages. Someone has to look at it before anyone can say it's wrong.
The advice you can't charge for. You know the client's cash is tight and the structure is wrong. You can't show it in numbers, so it stays a conversation.
What it did while you were elsewhere
From a client file to a signed recommendation — 110 seconds
Recorded from the product, not a mockup. Figures trace back to the return, the statute, or an answer the preparer gave — computed by a deterministic engine, never written by a model, and approved by the CPA before anything reaches a client. Sample data is fictitious and labelled on screen throughout.
The whole journey — 3 minutes
Login to client upload: connect the books, the desk fills itself, ask in English or Chinese.
Built for how the business actually makes money
A hardware company's books don't behave like a seller's, and neither behaves like a family with accounts in two countries. Each vertical carries its own account mapping, KPIs, and filing calendar.
E-commerce sellers
A 12-state economic-nexus check with the statute cited per state, marketplace-collected sales kept separate, and seller KPIs computed from your real chart of accounts.
See what it tracks →Hardware & robotics
Inventory and margin KPIs mapped to hardware-specific account lines, and an industry filing calendar layered onto your entity's own deadlines — every one priced where a penalty formula exists.
See what it tracks →Cross-border individuals
FBAR and Form 8938 checked from your own statements, a draft 8938 and FBAR worksheet with every unconfirmed field flagged — and the whole chase runs in English or Chinese.
See what it tracks →── Two jobs, end to end
Get the documents in. Then bill the advice — with a number on it.
Intake and chasing, on one click
Clients upload through an encrypted link. The agent identifies each file, sends back what is wrong, and keeps chasing what is missing — in English or Chinese.
Advisory you can put a number on
The same file becomes advisory your clients pay for — exposure with the section number, differences from a table, collections you can point to. Signed by you, on your invoice.
── What your client sees
No account. No renaming files. No third reminder.
Chasing stalls on their side, not yours. The page carries your practice name, and there is nothing on it you have to teach them to use.
Nothing to sign up for
One link, no password. A portal stalls because every client has to be taught it.
Send it all at once
Drop the whole folder in. No matching to a list, phone photos are fine.
Told what was wrong
Wrong year, missing pages — that item, on the spot. You never see the bad copy.
The model reads. It does not do the arithmetic.
Read figures wait for your confirmation; computed ones run in code. That is why you can put your name on it.
Every run becomes memory
Calls, documents and decisions logged — nothing lives only in someone's head.
Last year drafts this year
Last year's filings become this year's expected checklist, flagged early.
You approve what goes out
§7216 consent and the FTC Safeguards Rule, built in.
── Simple pricing
Priced per client engagement.
You bill your clients per engagement, so that is the unit we bill you in — the pass-through is visible at a glance. Adding staff never costs more.
- Free
- One client file, end to end. No card.
- Practice
- Tell us how many active client engagements you run, and we price against that.
- Cross-border filings
- FBAR / 8938 / 5471 priced per workpaper, quoted with the practice plan.
- Seats
- Unlimited.
Practice plans are quoted by hand today — we are onboarding the first few firms and setting the number against what it actually saves them.
See it on one real file.
Bring one file and see what the draft looks like. No card required to start.
Start free