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Tax Client Complexity Triage & Pricing

A tool that scores a prospective tax client's true complexity from their prior return and documents — before you quote — so tax pros stop charging a flat fee to a W-2 filer and the same fee to a multi-entity mess. Turns gut-feel pricing and scope creep into a data-driven triage and price.

Bookkeeping Cleanup Scoping & Pricing Engine

A diagnostic tool that scopes and prices messy-books cleanup and catch-up jobs accurately before the bookkeeper commits — connects to the prospect's QuickBooks/Xero, measures the actual mess (months behind, uncategorized transactions, unreconciled accounts, data quality), and produces a defensible scope and price so cleanup work stops being a money-losing black hole.

Accountant Scope & Liability Defense Documentation

A tool that protects accountants and tax pros from malpractice exposure and scope creep — captures exactly what the client provided and represented, enforces signed engagement letters before work starts, logs scope boundaries and refusals (the 'make the numbers work' moments), and builds a defense file so the preparer isn't holding the liability when a client lies or a job balloons.

Source-Document Authenticity for Small Accounting Firms

A tool that lets small CPA firms and bookkeepers verify that client-provided source documents — receipts, invoices, bank statements, pay stubs — are real and not AI-generated fakes, built into their workflow before they book the transaction or sign the return. The preparer-side defense against the wave of AI-fabricated documents that enterprise expense tools weren't built to catch.

SMB Insider & Bookkeeper Fraud Detection

A monitoring tool that watches a small business's books and bank activity for the signs of insider fraud — embezzlement by a trusted bookkeeper or external accountant: fake vendors, bill-pay diversion, padded reimbursements, ghost employees, round-dollar transfers. Gives owners the oversight they can't do themselves and don't get from QuickBooks, before a part-time accountant quietly drains them for years.

Conditional Green Card & Marriage-Breakdown Navigator

A guided tool for people whose marriage is breaking down while an immigration case is in progress — explaining what divorce means for a conditional green card (the I-751 waiver), when a citizen petitioner must withdraw or risk fraud, the affidavit-of-support obligations that survive divorce, and how to protect yourself when a spouse weaponizes the immigration process.

Immigration Document Reconstruction Navigator

A guided tool for immigrants stuck without the civil documents their case requires — no birth certificate, lost passport, no valid ID, documents from a country whose records are inaccessible. Walks you through obtaining, replacing, or substituting (with secondary evidence and affidavits) the exact civil documents USCIS or the consulate needs, plus translation and apostille steps.

Port-of-Entry CBP Prep & Rights

A prep tool for visa, ESTA, and green-card holders anxious about crossing the US border — explains what triggers secondary inspection, how to answer CBP questions accurately, your actual rights around phone and social-media searches, what to do if detained or denied entry, and how to avoid the patterns (like returning 'too soon') that get people turned around even on valid visas.

Visa Denial Diagnostic & Reapplication Strategist

A tool that helps people understand WHY their visa or ESTA was actually denied or revoked — since consular officers rarely explain — and builds a concrete strategy for whether, when, and how to reapply with a stronger case. Decodes 214(b), 221(g), and administrative-processing outcomes into plain English and an action plan.

Crimmigration Exposure Checker

A tool that tells a non-citizen what immigration danger a specific criminal charge actually creates — input your exact charge (statute code), state, disposition, and immigration status, and get a plain-English read on whether it likely triggers deportability, inadmissibility, mandatory detention, or a bar to relief, plus an urgent prompt to get the right specialist attorney.

DeFi Perp Tax Reconciliation Engine

A specialized tax tool that correctly reads DeFi perpetual futures trades — especially Jupiter perps on Solana — and turns the messy raw on-chain data into accurate realized PnL, funding payments, and position closures. Solves the exact problem where Koinly and CoinTracker show your real trading losses as gains because they can't interpret perp transactions, forcing traders into expensive manual CPA reconciliation.

Crypto Gambling & Prediction Market Tax Handler

A specialized tax tool for the fast-growing world of crypto gambling and prediction markets — Polymarket, offshore sports betting via crypto, and on-chain casinos — where every bet, win, and crypto conversion creates a tangle of taxable events that no mainstream crypto tax tool handles correctly.

Crypto-Literate CPA Matching Marketplace

A vetted marketplace that matches crypto holders with accountants who actually understand crypto — not the majority who give wrong advice like 'transfers aren't taxable.' Screened for real crypto competence (DeFi, 1099-DA, CP2000 defense, cross-chain basis), with transparent pricing and specialization tags.

Crypto Self-Transfer Detection & Classifier

A focused tool that automatically detects when crypto moved between your own wallets and exchanges — so those transfers don't get misclassified as taxable sales or show up as $0-basis dispositions. Solves the single most common (and most expensive) crypto tax mistake: paying tax on money you just moved from your left pocket to your right.

Cross-Wallet Cost Basis Reconstruction Engine

A reconciliation engine purpose-built for the messy data that breaks Koinly and CoinTracker — defunct exchanges, 100,000+ transactions, DeFi LPs, perps, restaking, spam-token airdrops, and assets scattered across chains and protocols that don't share context. Reconstructs accurate cost basis when the clean-data tools choke.

1099-DA Cost Basis & CP2000 Defense

A self-serve tool that reconstructs your real crypto cost basis, generates an accurate Form 8949 that matches what the IRS already sees on your 1099-DA, and — if you get a CP2000 underreporting notice — produces a properly-formatted response that proves your actual gain instead of the IRS's assumed $0-basis profit. Built for the wave of crypto holders being told they owe tax on their full sale amount.

Heat Pump & HVAC Rebate Optimizer

A homeowner-side tool that navigates the maze of HVAC tax credits and rebates — federal IRA credits ($2K), state rebates, utility rebates, and manufacturer incentives — to tell you exactly which equipment qualifies for which dollars, how to claim them, and how much your effective cost actually is after all stacked incentives.

HVAC Maintenance Plan Analyzer

Upload your HVAC maintenance contract or proposed annual plan — the tool tells you whether it's actually a good deal versus pay-per-service in your area, what's truly included, and exactly which 'tune-up' visits are designed to manufacture upsells. The 44-upvote insight from a senior HVAC tech: 'companies always want me to get some sort of subscription, but it's so obvious it's an upsell vehicle.'

NRI Return Planning OS

A self-serve software platform that orchestrates the multi-year financial and tax transition of moving back to India from the US, Canada, UK, or UAE — picks the optimal return date to maximize your RNOR window, tracks cost-basis reset deadlines across brokerages, generates FATCA/FBAR/FEMA documents, plans 401k/IRA/HSA decisions, and coordinates NRE/NRO/RFC account transitions. Not a CA marketplace. A 24-month guided system that runs in the background and tells you what to do this quarter.

Small Business Loan Pre-Underwriting Simulator

A free pre-underwriting check for small business loans that simulates how 12 major lenders will actually evaluate your application — DSCR, time in business, personal credit, address matching, late payments — before you submit. Tells you which lenders are likely to approve, which are likely to deny, and exactly what to fix first. Stops the multiple hard pulls and stupid denials that kill small business deals.