One Hub the client owns. Three pros, finally on the same page.
Whether you're the advisor, the tax pro, or the attorney — the workflow is the same. The client builds their picture once. You plug in. The plan actually moves.
Invite → Discover → Coordinate → Execute.
The same four beats whether you're closing planning engagements, filing returns, or drafting trust amendments — and it doesn't matter which pro brought the client in first.
Whoever's first invites the client
Advisor, tax pro, or attorney — whoever's the first relationship sends the connection request. They see exactly what data sections you're asking for and decide, section by section, what to unlock.
Discovery surfaces the why
A guided conversation captures the real story — what they're protecting, who they provide for. Not a 40-page intake form. A reflection.
The team sees one source of truth
You, the other pros, the spouse — all working off the same picture. When you say you'll loop someone in, you actually do.
Plug into your stack
Push structured data straight into eMoney, Drake, Lacerte, Clio, your CRM — whatever you already run. No rekeying. No PDF parsing.
What this looks like for your practice.
The mechanics are identical. The work each pro does — and the stack you plug into — is yours.
For Financial Advisors
When you're the entry point, you become the trusted quarterback. When another pro brings the client in, you arrive with full context. Plug into eMoney, Wealthbox, Redtail.
See the advisor pitchFor Tax Professionals
Move from compliance grind to year-round tax strategy. Vault stays current. Plug into Drake, Lacerte, UltraTax.
See the tax pro pitchFor Estate Attorneys
Plans that actually live. Drift detection on beneficiaries and titling. Plug into Clio, MyCase.
See the attorney pitchPricing is the same across all three. Same Hub. Same Discovery. Same coordination. Same $149 / $399 tiers — pick the one that fits your practice.
The client owns it. You finally get to do the work.
No more chasing PDFs. No more "let me dig that up." Just one Hub, three pros, and a plan that actually moves.
Ready to plug into your clients' Hub?
Same workflow, same pricing — pick the doorway that fits your practice.