Get 4 free tax plans for your clients
Join the waitlist and be among the first RIAs to use Plan. Upload a client's 1040, get 49 strategies analyzed automatically, and deliver a branded, client-ready report.
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What to expect:
Join the waitlist: Fill out the form and we'll save your spot.
Get access: We'll email you when your account is ready with 4 free plans included.
Upload a return: Upload a client's 1040 and supporting documents.
Deliver a plan: Review the AI-generated strategies and deliver a branded PDF to your client.