Purpose-Built Tools
Our Products
Three tools that form a natural workflow: stay informed, screen smarter, run the numbers.
Tax Brief
Never miss a deadline or regulatory change again.
Stop wasting hours checking 20+ sources every day. Get one email at 9 AM ET with everything you need to know — AI-summarized, deadline-flagged, and actually readable.
Free
Get the Brief
Screen My Clients
Stop wasting 8+ hours/week on bad-fit clients.
Filter out nightmare clients before they get on your calendar. Prospects answer your screening questions first — you only talk to the ones worth your time.
Free through tax season
Start Screening
Schedule 1A Calculator
Calculate OBBBA deductions in minutes, not hours.
Turn complex Schedule 1-A calculations into a simple 7-step wizard. Full audit trail for documentation. Client data stays in your browser — never uploaded anywhere.
Free
Calculate Now
Which product is right for you?
| Feature | Tax Brief | Screen My Clients | Schedule 1A Calculator |
|---|---|---|---|
| Stay informed on tax law | ✓ | — | — |
| Screen prospects before intake | — | ✓ | — |
| Schedule 1-A calculations | — | — | ✓ |
| Pricing | Free | Free through tax season | Free |