SYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGESYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGE
§ 01 — Platform features

Everything your financial life needs. One platform.

Tax filing, AI strategy, bookkeeping, entity formation, and audit defense — built into a single operating system. Licensed professional review on everything.

See what you've been missing
W-2 free, foreverIRS-authorized e-fileLicensed pro signoffSOC 2 Type II
§ 02 — What's inside
01AI-POWERED

Genie AI Assistant

Your billion-dollar CFO. Available by voice, chat, or click. Analyzes your actual situation. Finds what others miss. 437 strategies in the vault.

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02IRS AUTHORIZED

Tax Filing

Every form. Every entity. Every state. 1040 to 1120-S. Partnerships to trusts. S-Corp elections to K-1s. Licensed professional review on every return.

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03

Bookkeeping

Automated categorization. Bank-ready financials. Every transaction organized and ready for your return.

04

Entity Formation

LLC, S-Corp, C-Corp. AI wizard recommends the right structure. Documents generated. EIN applied automatically.

05

Document AI

Upload any document. Photo, scan, or PDF. Genie extracts every relevant field instantly with 6-layer OCR.

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06SOC 2

Data Security

AES-256 encryption. Data never shared. Never sold. Sovereign architecture — your data stays yours.

07

Payroll

Federal + state payroll. Full ACH in progress.

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08

AR Collection

Automated invoicing and 5-stage collection.

09

214 Jurisdictions

International planning. 214 jurisdictions.

10

Audit Defense

Professional review on every filing.

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§ 03 — Start free

W-2 filing is free forever.

Start with your W-2 at zero cost. Upgrade when you need more. Every tier includes licensed professional review.