Be the trusted person on your year-round strategist.
When your clients have one organized place they own, you stop chasing W-2s and K-1s. You see triggers in real time, get invited day one, and move from $500 returns to year-round tax-strategy engagements — with clients who actually take action.
Start with the client
The reason this works has nothing to do with you at first.
When a client finally has their entire financial life in one place they own — they feel different. Calmer. More in control. Ready to make decisions they've been putting off for years.
Their docs are already in the vault
W-2s, 1099s, K-1s, prior returns, REPS docs — uploaded by the client at their pace, not chased by you in March.
They feel understood
The Tax Discovery surfaces business structure, equity comp, REPS status — so you know what's complex before April hits.
Sharing with you is one click
No emailing tax documents. No 'I'll send it tomorrow.' No security concerns about Gmail attachments.
They loop in the rest of the Triad
Advisor and attorney see the same source of truth. You stop guessing what the brokerage is doing or whether the trust is funded.
They take action on planning
Because they see year-round tax savings in their own Hub — not just the bill in April. They sign up for strategy work without you pitching.
What that does for your practice
Your status, elevated. Your job, easier.
From $500 returns to $5K engagements
Real coordination means tax decisions happen with you in the room. Not at year-end. You move from compliance to strategy without changing your sales script.
Invited day one when triggers fire
S-Corp election, equity sale, REPS status, business sale — you're notified the moment it matters. Not when the client calls in panic.
Tax season shrinks
20+ hours saved per client. Documents arrive organized. Prior-year context is one click. Your March stops feeling like March.
You become the year-round strategist
Real coordination with the advisor and attorney means you're not just preparing returns — you're building the plan. Higher-value work, higher-value clients.
Plays nice with your stack
Plug their data into the tools you already use.
Push structured client data straight into the platforms you run. No rekeying. No PDF parsing. No "can you send it again in Excel."
- One-click export to your planning software
- Webhooks into your CRM
- Plaid for live balances — no chasing statements
- Branded Strategy Map PDFs you can hand the client
Connected workflows
Don't see yours? We export clean JSON / CSV — your IT person will thank you.
“I used to chase W-2s and K-1s every March. Now they're already in the vault when I open the engagement. I'm running year-round strategy on clients who used to be once-a-year returns. Same hours, 3× the revenue.”
Pricing
$149 per seat. Volume discounts built in.
One transparent rate for every pro on your Triad — advisor, CPA, attorney, paralegal. 5+ seats save 10%, 10+ save 20%, 25+ save 30%. Founding 50 firms lock the rate for life.
See the calculatorBank-grade encryption
AES-256 at rest, TLS 1.3 in transit. SOC 2 aligned controls.
Client owns the data
They decide what you see, when, and for how long.
Educational, never salesy
Clients see their gaps. You bring the strategy. No high-pressure pitch.
Reg BI / SOC 2 ready
Audit log, granular grants, full export. Compliance-friendly.
Start running better meetings today.
You'll get a unique branded link (wealthscan.ai/a/yourcode) the moment you sign up — invite your first client in under five minutes.