The client growth platform built for finance and tax firms
Thirteen modules, from AI CRM to KYC tracking. Pick only what you need, pay yearly, and add more as your firm grows.
Made for finance workflows
Seasons, renewals, engagement letters and compliance notes are built in, not bolted on to a generic sales CRM.
AI that assists your team
AI drafts, summarizes and scores. Your people decide, approve and give the advice.
Security and consent first
Separate data for every firm, role-based access, consent records and metered AI use.
Pick the tools your firm needs
Prices are per user, billed yearly. Minimum $470.40 per firm per year.
Core modules For every finance and tax firm.
AI CRM
Every client, prospect and conversation in one place
AI Lead Qualifier
The first reply in minutes, at any hour
Communication Assistant
Clear emails and texts in your voice, in seconds
Scheduling
Booking pages, calendar sync and reminders that cut no-shows
Billing & Payments
Invoices and payments linked to every client
Analytics & AI Insights
Pipeline and retention reports your partners will actually read
Proposal Builder
Proposals and engagement letters in minutes
Digital Onboarding
New clients set up without the paper chase
Client Portal
One secure place for clients to share and find everything
Document Intelligence
AI that reads, sorts and checks what clients upload
Financial services pack For insurance, advisory, lending and fintech firms.
KYC Workflow Manager
Know-your-customer checks organized and on time
Compliance Case Manager
Complaints, reviews and compliance tasks tracked to closure
Policy & Loan Tracker
Every policy and loan, with the dates that matter
From payment to your first login
- 01
Choose modules
Pick the modules and number of users. Yearly plans only.
- 02
Pay securely
Pay through Razorpay by card, UPI or net banking.
- 03
We activate
Our team sets up your workspace and sends your login.
- 04
Get started
A short onboarding call, then your team is live.
AI Lead Qualifier: the first reply in minutes, at any hour
When a prospect writes in at 10 p.m. in March, the qualifier replies, asks the questions you set, scores the fit and offers a time from your calendar. Your team wakes up to booked, summarized leads.
Explore AI Lead QualifierAI
was the only technology category where tax and accounting firms grew their budgets year on year.
Use the software
Your team runs everything, with our onboarding and support.
Software plus our team
We run qualification, booking and retention inside it for you.
Questions about the software
Can I try it for free?
There is no free plan or free trial. Every workspace is set up by our team after payment, so your modules, users and settings are ready from day one. The only exception: clients of our growth services get one module free for 6 months.
Is there monthly billing?
No. Plans are yearly only, which keeps prices lower. The yearly price already includes a 20% saving compared with our monthly list price.
How do I pay?
Securely through Razorpay. Once a module is available, choose it, enter the number of users and pay. We activate your workspace and send your login.
When can I start?
AI CRM and AI Lead Qualifier are in development and come first. Join the waitlist for any module and we will contact you as soon as it opens.
How is our client data protected?
Each firm’s data is kept separate, access is limited by role, and AI use is controlled and metered per firm. Your data is never sold or used to sell leads.