A proprietary, deterministic engine built directly from the IRC. Surface $43K+ in average client savings, strengthen every relationship, and grow your practice with tools designed for how you work.
Every client receives a detailed, IRC-cited report with real dollar amounts. Not estimates. Not generic advice. Actionable strategies backed by the tax code.
Every recommendation is calculated from the actual tax code, not generated by AI guesswork. 218+ strategies in the engine, top 50 surfaced per report with one-click apply and real IRC section citations.
Zero Hallucination RiskReal dollar amounts broken down by federal, state, FICA, and NIIT. Your clients see exactly where the savings come from, not just an aggregate number.
Real Dollar AmountsThree ways to get client data: upload documents for automatic extraction, enter details manually in under 2 minutes, or send a secure client intake link for self-input.
Documents, Manual, or Client InputPlain language explanations, step-by-step action items, and IRC citations. Your clients read the report once and know exactly what to do next.
Easy to UnderstandProactive tax strategy transforms compliance relationships into advisory partnerships. Clients who see real savings stay longer and pay more.
Each advisor gets a branded referral link unique to their firm. Share it on your website, in emails, and on social media. Leads are automatically attributed to your practice.
Individuals actively seeking tax strategy support are matched to advisors on the platform. A pipeline of engaged clients who already know they want to work with a professional.
Generate a unique shareable link per client report. No logins required for viewing. Your client opens the link, sees their full strategy, and can act immediately.
Track all your reports, monitor client engagement, and manage your book from a single dashboard. No spreadsheets, no scattered email threads.
Get your first client report running in under 5 minutes.
Upload documents for automatic extraction, enter details manually, or send your client a secure intake link so they input their own information.
The deterministic engine evaluates every applicable IRC-backed strategy across the full research database, calculates exact dollar savings, and surfaces the top 50 with one click to apply to your client.
Send your client a personalized link with their full tax strategy report. Clear savings breakdowns, action steps, and IRC references they can review on their own.
Every component is built to the security standards that CPAs and enterprise compliance teams require.
All client data encrypted with AES-256 before hitting the database. Keys rotated per industry standards.
Every request between your browser, our server, and the database uses TLS 1.3 with modern cipher suites.
Postgres RLS enforces that your data is only ever visible to your account. No shared tables, no cross-firm leakage.
Multi-factor authentication via TOTP. Codes expire every 30 seconds for account access.
Document downloads use signed URLs that expire in 15 minutes. No permanent links, no public buckets.
Your client data is never sold, shared with third parties, or used for advertising. Full stop.
Other tools charge per advisor per month. Unlevered charges per report, so your cost scales with output, not headcount.
| Feature | Unlevered | Corvee | TaxPlanIQ | Holistiplan | RightCapital | Tax Planner Pro |
|---|---|---|---|---|---|---|
| Entry Price | $99/mo | $1,500/mo | $149/mo | $449/mo | $120/mo/user | $99/mo |
| Deterministic Engine | ✓ | ~ | ✗ | ~ | ✗ | ~ |
| IRC Citations | ✓ | ~ | ~ | ~ | ✗ | ~ |
| Document Extraction | ✓ | ✓ | ✗ | ✓ | ✗ | ✗ |
| Client Self-Input | ✓ | ✗ | ✗ | ✗ | ~ | ✗ |
| Custom Referral Links | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
| Client-Ready Links | ✓ | ~ | ✗ | ~ | ✗ | ✗ |
| Lead Pipeline | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
| AES-256 + TLS 1.3 | ✓ | ✓ | ~ | ✓ | ✓ | ~ |
| Avg. Savings Identified | $43K+ | ~ | ~ | ~ | ~ | ~ |
| Strategies in Engine | 218+ | 200+ | 40+ | 30+ | ~ | 25+ |
The consumer experience is intentionally simpler: a single tax report with the top strategies, no editor, no client management. Practice Plan gives you the full 218+ engine, the deterministic plan editor, client management, branded reports, and the lead pipeline. Walk through both side by side to see the gap.
No per-seat fees. No annual contracts. Your cost grows with the reports you run, not the advisors on your team.
Continue with Google or email and you'll land directly on the live CPA dashboard. Free during beta.
BETA · No signup required. Click either option to land directly on the live dashboard with a sample firm and pre-loaded test data.
Questions? support@unlevered.io