The Tax Planning Engine Built for Professionals

Run real projections. Apply high-impact strategies. Show your clients the numbers.

  • Smart Tax Projections

    Instantly calculate AGI, taxable income, and liability

  • Client-Ready Reports

    Beautiful, branded PDF comparisons: before & after

  • Built for Tax Pros

    No fluff, no guesswork, just real-time planning impact

  • Strategy Engine

    Trigger and apply powerful deductions and planning moves

  • Decision-Tree Logic

    Personalized strategies auto-recommended based on your client’s data profile

Deliver Actionable Client Reports with Your Firm’s Branding

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Unlock Thousands in Tax Savings for Every Client — In Minutes

Pricing

PlanMonthlyFeatures
Solo$4925 clients, all tools, PDF export
Pro$99100 clients, white-label, SentrySend included
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