What's new

Sell the plan before you build it

• Proposal first. Build the proposal from the client's profile in about 30 seconds: the estimated savings, the top strategies and a suggested fee. See it as the client will, then email it with an invoice. Creating it starts the full plan in the background, and you deliver the plan once they've paid.
• First look while you wait. If you built a proposal first, its estimate stays on screen while the full plan runs.
• New plans. Entry is $99/mo, with full plans in packs: 1 for $200 or 3 for $500, and they never expire. Full Firm is $750/mo with unlimited full plans and an unlimited team. Quick Plans and proposals are free on every plan.

The simpler way to run a plan

You told us the app did too much on every screen. 2.0 is the same engine (three AI specialists, the Auditor, official-form filing) behind a much simpler front. Since September 11 it is the only layout.

Three things in the menu, four steps per client

• Dashboard · Clients · My firm. Everything else sits under More.
• One client record, four steps: Requests → Return & facts → Plan → Deliver. The Tax plan summary card on the right shows the one number, the Auditor's verdict and the next step.
• Drop the return, the AI fills the facts — and every figure it read links to its exact page in the PDF ("1040 · line 11 · p.2"), so you can check the AI in one click.

Plans that are easier to read and defend

• Strategy table grouped by category, with the dollar figure on every row and a note on how to set each one up. Tick what goes to the client.
• Scenarios side by side (up to three) and Before / after for federal and state tax.
• Present — a slide deck for a screen share, built from the same audited numbers as the plan document.
• Live re-pricing. Change a client's income or filing status and the federal tax, the 85% cap and the CGF row update right away. The write-up is marked out of date until you re-run.

Works on a phone

• Bottom tab bar, one-column screens, the plan summary first. Send a plan or answer a client from the car.

Your whole practice now lives here

Win the engagement

• Advisory proposals priced on value — set a % of first-year savings, show the ROI ("4× return"), send for e-signature.
• E-sign on the portal — proposals and engagement letters signed on any device, with full ESIGN/UETA consent and forensics.
• Invoices built in — one-time or recurring retainers that issue and email themselves. Payment links arrive with online billing.
• Client value report — a white-label one-pager of verified + projected savings for the renewal conversation.

A smarter client experience

• Interactive what-if — clients toggle strategies and watch their estimated bill drop live before accepting.
• Document checklists that chase themselves — request "W-2, 1099s, prior return," clients get upload slots and automatic reminders until it's done. Reusable templates.
• Plain-English strategy explainers, an English/Español toggle, referral cards, and testimonial capture.
• Optional email verification on portal links, plus one-click link regeneration if a link ever leaks.

Tax projections & reminders

• A deterministic projection calculator — income to liability to balance due, per client, per year, prefilled from the profile.
• Estimated-payment reminders before every 1040-ES deadline — for you, and (opt-in) branded emails to your clients.
• Projections feed the AI specialists so plans account for the year's real cash position.

Run on autopilot

• Annual review autopilot — every January, fresh cases draft themselves for every client with a completed prior year.
• Daily digest — one morning email with everything unread. Lifecycle emails after plan acceptance (opt-in).
• Implementation playbooks — step-by-step execution checklists per strategy, assignable as tasks.
• Preparer → reviewer workflow — optional sign-off gate before anything reaches a client.

Scale & control

• Bulk actions — send portals, request intakes, create next-year cases, archive many clients at once.
• Book-level assistant — "Which clients owe estimates?" answered from your live data; "Request the W-2 from Jennifer" executed for you.
• Benchmarks — "clients like this average $80K/yr found," anonymized across the platform.
• Webhooks + read-only API for Zapier and your own tools, a full activity log, one-click data export, and a smart document vault that auto-labels uploads.

The CRM + premium redesign

• Full sales CRM: pipeline kanban, lead record hub, tasks, meetings, campaigns with open/click branching, booking page, CSV import wizard.
• Complete premium redesign of every screen, browser back/forward support, and a rebuilt client profile hub.
• Three-agent analysis hardened through 200+ verified fixes; grounded in a 51-jurisdiction knowledge base.