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Power more strategic, tax-aware decision making
Generate precise, real-time tax impact calculations to optimize financial decisions throughout the year.
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The Challenge
Tax is a once a year, backward-looking compliance function.
It’s time for tax to be a part of year-round financial decision making
Bring precise tax planning capabilities to the moments that matter
Equity simulator
Model the exact tax impact of RSU, ISO, NSO and concentrated stock sales, calculated based your client's return data, not a projection.
Roth conversion simulator
Calculate the precise tax implications of any Roth conversion and the compounding savings for generations after.
Retirement simulator
Identify the most tax-efficient withdrawal sequence across every account type to optimize every dollar of retirement income.
Tax planning and payments
Help clients avoid penalties and ensure smoother cash flow management with the ability to accurately estimate tax bills and pay them from within your platform year-round.
Turn a once-a-year headache into a strategic advantage
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.