Your whole practice.
One system. Fully owned.
Right now you're chasing documents over email, manually tracking deadlines across clients, and doing admin work that a system should handle. You can't take on more clients without hiring someone. We fix that.
Built for your practice in 30 days. IRS Security Six compliant. You own everything.
We assess what's actually costing you time, build the fix, and get it running in your practice in 30 days. No lengthy audits, no waiting months to see results.
You're the system — and that's the problem.
You email clients. They send the wrong thing, forget half of it, or don't respond until the week before the deadline. You chase. You follow up. You compile. Every engagement starts with 5 hours of work that should be automated.
April 15, October 15, quarterly estimated payments, monthly bookkeeping close dates. At 75 clients, nothing slips until it does. One missed extension costs more in client trust than any software subscription you'll ever pay.
Clients email W-2s and bank statements in unencrypted attachments. You store them locally or in a shared folder. The IRS Security Six exists for exactly this reason, and most solo practitioners aren't compliant without realizing it.
The ceiling isn't your knowledge or your hours. It's the admin load per client. Until that load drops, every new client is a marginal commitment you can barely absorb. The system removes the ceiling without adding payroll.
Three tools. One practice. Fully automated.
Each module is custom-built for your client roster and integrates directly with your existing tax software. Take the one you need most, or build the full Command Center. No bloated software stack. No vendor holding your data.
Client Intake & Document Collection
Clients upload once through a branded portal. Documents sync automatically to your tax software — Intuit, CCH, or Lacerte — so nothing lands in your inbox as a raw attachment again. No more chasing. No more compiling. The portal sends reminders on your behalf until the file is complete.
What used to be 5 hours of document wrangling per client becomes a 10-minute review. At 75 clients, that's the difference between capacity and overload.
See the reference build →Reference build — sample client data
Every April, October, and monthly bookkeeping deadline flagged automatically across your entire client roster. Recurring tasks are built in. Extensions are tracked. Nothing slips because the system surfaces what's due before it's urgent, not after.
See the reference build →IRS Security Six compliant file exchange. Clients upload and retrieve documents through an encrypted portal. No unencrypted email chains. No shared drives. Audit-ready documentation of every file transfer, every access event, every exchange.
See the reference build →Ask it anything about a client's situation. It searches your entire client database and cross-references IRS publications in real time — returning the answer with the citation. Home office deduction, depreciation schedule, entity structure question. Answered in seconds, not after 20 minutes of research.
See the reference build →Three phases. No ambiguity.
20 minutes. We map exactly where your practice is losing time to admin, document chasing, and manual process. No pitch. No deck.
Your Command Center is built around your client roster and software stack, and live in 30 days. Scope, price, and timeline locked before we start.
After year one, it's yours outright. No retainer. No dependency. The system runs without us.
Scoped to your practice. Never off-the-shelf.
Every engagement is priced after the diagnostic, not before it. What you get is a system built around your client roster, software stack, and admin load, and a proposal with exact scope, timeline, and price before you commit to anything.
Pricing varies by firm size and scope. Solo practitioners and small firms start lower. Larger practices with higher client volume are custom-scoped. You'll know the number before you decide, not after.
See what this looks like for your practice.
20-minute diagnostic. No pitch. No deck. A clear picture of what we'd build and what it would change. Proposal delivered within 48 hours of the call.
Book the Diagnostic →