Intake · Early access
Your client shows up already scoped.
Foreign rentals, the kids' accounts, pensions, dependents — documented before the first call. You scope accurately and stop billing discovery time you can't recover.
trust reporting · funds held inside · contribution history
The problem it solves
The information gap runs both directions.
They don't mention the Canadian TFSA, the kid's RESP, or the rental in Mumbai — because nobody told them those things mattered to a US return.
A flat intake form has no way to surface the account that triggers a deeper analysis. The gap runs both directions — and discovery time eats the budget.
A flat organizer can't ask about the account it doesn't know exists — and discovery time is the cost.
How it works
One template. The client does the work before the call.
Start from a corridor-aware base and tune the questions to how your firm works. One template, not a per-client rebuild.
Drop it on your contact page or send a link before the first call. The client answers on their own time.
Plain-language questions that follow up on what they actually have — foreign rentals, kids’ accounts, pensions, dependents.
A clean disclosure record routed to you — facts captured and organized. You scope; the tool never opines.
It asks the follow-ups a flat organizer never does. A TFSA isn't ‘a savings account’ — it routes to the questions that matter for a US return.
It captures and routes facts. It does not give the client tax advice or conclusions — exactly what a liability-conscious practice wants.
Not locked inside one firm’s portal. License it, brand it, and embed it where your clients already reach you.
Lead tier
Early-access pricing locks for the first year. The list is also how we validate the tier — joining at $149 is real signal.
You're on the list.
We'll reach out to when your corridor opens to firms. Early-access pricing is held for you.