Cost seg your clients ask for, without the six-week waiting game.
Your clients get a planning report in minutes and an engineer-signed study in days. Read-only share-a-study lets them bring you in with one click — you see the same schedule and methodology they do. Revenue-share program coming as we scale the partner network.
Client workspace
Every study a client shares with you shows up on your dashboard under a dedicated 'Shared with you' section. Same schedule, same methodology, same PDF they have.
Read-only share
Your client hits one button and you get an email. Click through, sign in, and you're looking at the full study — no new account for them to manage.
Portfolio CSV export
Pull every client study into a single CSV: year-1 deduction, accelerated basis, tax savings, line-item count. Paste straight into your workpapers.
Early-access program
Join our CPA beta.
We’re onboarding 25 firms in 2026 Q2 to shape the partner surface. Get early access and a lifetime 20% revenue-share.
Make filing day feel easy.
Free estimate in 30 seconds. Full AI Report delivered in minutes. Engineer-signed study in 3–7 days. No sign-up required to estimate.