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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.