Stop chasing documents. See the full picture before they walk in.
Clients fill it out once — W-2s, K-1s, prior returns, REPS docs, business structure — all in the vault before April. You move from $500 compliance returns to $5K year-round strategy engagements, without changing your sales script.
No card required · See per-seat pricing
The math
One client who upgrades from a $500 return to a $5K engagement = 25 months of WealthScan.
Convert one $500 return into a $5K planning engagement and you've paid for 2 years of WealthScan with one client. Most CPAs convert 5-10 in their first season.
Founding 50 rate: $199/mo · locked for life · cancel anytime
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.
What you stop doing
Stop chasing. Start advising.
The unglamorous work that's been eating your week — gone, because the client owns one organized place.
Chasing clients for statements, W-2s, or signed documents
Re-explaining what you need every quarter
Spending 30 minutes of every meeting catching up on what changed
Building a plan on data you suspect is already stale
Emailing PDFs back and forth across insecure inboxes
Finding out about a life event six months too late
Your practice console — included
It's not just a network. You get the whole workspace.
Filing board, estimated payments, notice triage, vault — a real tax workflow that runs all year, not a spreadsheet plus email.
Filing Status Board
1040 / 1120-S / 1065 returns with EL signed, PBC progress, extension dates, refund vs balance.
Estimated Payments
Federal + state quarterly tracking. Mark paid, .ics export, overdue / upcoming KPIs.
Notice Triage
CP2000s and other IRS letters surfaced inline on the client card with response status.
Document Vault
W-2s, 1099s, K-1s, prior returns — uploaded by the client, organized by tax year.
Inbox & Outreach
PBC chase sequences, planning-season nudges, REPS / S-Corp election reminders.
Connections & Exports
Drake, Lacerte, UltraTax, TaxDome — structured push without retyping client data.
All included on every seat. No add-ons, no per-feature billing.
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.”
vs your current stack
We don't replace your stack. We feed it the truth.
Tax software handles the return. WealthScan handles the client all 12 months — life events, equity events, REPS triggers, S-Corp elections — so when you file in April, you've already billed three planning conversations on the same client.
WealthScan replaces
- ×Email-based PBC chasing
- ×Spreadsheet of who-owes-what
- ×The 'send me your W-2 again' loop
- ×Tax-only intake forms
- ×Year-end panic calls about estimated payments
WealthScan plays nice with
- Drake / Lacerte / UltraTax / ProSeries (we export to them)
- QuickBooks (we sync)
- TaxDome / Karbon (we complement)
- Your e-file provider
Translation: keep your planning software, your CRM, your drafting tools. Add the one thing your stack has never had — a client-owned source of truth that updates in real time and is shared with every pro on the Triad.
Pricing
$199/mo for the Founding 50. $499 standard.
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 $199/mo for life — that's $3,600/yr saved, every year, forever. Clients are always free.
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.