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We empower individuals, families, and businesses with tailored financial strategies that grow wealth.

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v2.5.0

July 5, 2025

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New Dashboard Analytics & Session Stats

Improved appointment booking speed, fixed calendar sync issue, added new mental health resource filters, and updated mobile UI for better accessibility and load times.

v2.4.3

March 22, 2025

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Mobile App Improvements

Enhanced mobile responsiveness, fixed login timeout issue, and added biometric authentication for secure, faster access on supported devices.

v2.4.0

March 5, 2025

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Group Session Booking Launched

Clients can now book group counseling sessions directly. Therapists can manage group rosters and communicate with attendees via portal.

v2.3.2

February 20, 2025

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Calendar Sync Bug Fixes

Fixed syncing issues with Google Calendar and Outlook. Appointments now update instantly with timezone support and better conflict detection.

v2.3.0

February 1, 2025

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Insurance Verification Module

Added real-time insurance eligibility check for clients. Integrates with most U.S. providers for seamless claims and coverage insights.

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We analyze your previous year return to tell you strategies that can help you plan better.

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Seamless Experience

Submit & get a call from our client relations team to connect you with our CPAs.

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Pricing That Makes Sense

We tailor pricing based on the complexity of your return so that you pay the right price.

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