We are on a mission to seamlessly integrate financial planning and tax.
A Jack of all trades is a master of none.
Experts in their fields should collaborate to the best interest of the client. A financial advisor is better to help you with your personal financial planning. A tax advisor will be best to help you with your taxes.
We all need more humans and less robots.
Technologies should enhance and support our lives by complementing the human touch. Our tech is designed to amplify personal connections between experts and their clients, not replace it.
The biggest hurdle of our finances is getting everyone to play for the same team.
Between social media gurus, tax accountants who want to reduce taxes, and financial advisors who want to help clients plan for retirement. Advice can get blurry and confusing. We believe in a world where everyone is on the same page working towards the same client-centric goal.
