Simple pricing. Real savings.

You pay $99 per month for platform access. Each time you run the tax strategy engine for a client, you are charged $5. If you run 10 reports in a month, your total is $149. If you run zero reports, your total is $99. There is no per-seat fee, so adding advisors to your practice does not increase the monthly cost.

Yes. Every account starts with a 7-day free trial. No credit card required. During the trial you can run the full platform including client reports. If you cancel before the trial ends, you are never charged.

A report is one run of the strategy engine for a specific client. You can update client data, re-save drafts, and edit strategies without generating a new report. Only pressing "Run Strategy Engine" on a client profile counts as a billable report. You see your count on the billing page.

Not yet. We only offer monthly billing right now. Monthly keeps us honest and lets you cancel anytime. We may introduce an annual discount in the future.

Starter is our only live plan today at $99/mo + $5/report. Pro is in development and will add unlimited reports, what-if scenario engine, AI document extraction, white-label client reports with your logo, and priority support. You can join the Pro waitlist from the main advisor page.

Yes. All client data is encrypted with AES-256 at rest and TLS 1.3 in transit. Postgres row-level security enforces that your firm only sees your data. Document downloads use 15-minute signed URLs. MFA via TOTP is required for account access. Your data is never sold, shared, or used for advertising.

One click on your billing page. You keep access through the end of your current billing period and your client data is retained for 7 years per IRS audit-window requirements. You can export all your data as a ZIP archive anytime.

No. Your clients can view their strategy reports through a secure link without any login or payment. The $99/mo + $5/report is paid entirely by your practice.