Deliver real financial planning.
Systemize your process using our Rules-Based Approach. Translate complex data into clear, repeatable deliverables that match your exact standards, and deliver them in the formats your clients actually need: HTML, PDFs, and spreadsheets.
Deliver in the format you need.
Whether you need a mobile-friendly explainer or a formal document, we support PDFs, spreadsheets, and responsive HTML.
Responsive HTML
Easier to read on phones, simple to archive, and supports interactive elements that static documents cannot.
Professional PDFs
Generate pixel-perfect, branded PDF documents ready for printing, email attachments, or formal client presentations.
Spreadsheets
Export raw data and financial calculations directly to standard spreadsheet formats for deep-dive modeling and analysis.
Secure Links
Generate secure URLs to share directly with clients, CPAs, or internal team members without heavy attachments.
Tax Transcript Brief
Translate confusing, code-heavy IRS transcripts into clear, actionable visual summaries so your clients actually understand their tax standing.
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Live ConnectionIRS Transcript API: Pull data directly from the IRS to populate the explainer template without manually entering data. Available now for credentialed tax pro firms (EAs/CPAs). RIA firm integrations coming soon.
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Bring Your Own Agent (BYOA) like Gemini, Claude, or ChatGPT. Feed the transcript data directly into your AI so it understands the client's full picture (like carryforwards or penalty risks) before generating recommendations. See how Fin Pods powers AI Agents →
Internal Tax Planning CRM & Dashboard
A focused workspace for your firm. Replace generic CRM notes with a dedicated internal dashboard built specifically to track and monitor tax planning opportunities across your client roster.
Tax-Centric Internal CRM
Keep firm members aligned on client tax brackets, carryforwards, harvest opportunities, and state-specific nuances.
Extensible Widgets
File Widget: Drop prior year files in to instantly generate a comprehensive list of expected tax documents for next year.
Simple Briefs
Not every decision requires a binder. Use briefs to distill specific financial concepts—like an Annuitization Review—into single-page reads.
Build Your Own Templates Easily
Use our included Prompt Helper to define a layout, and AI will format your custom briefs to match your firm's brand and workflow constraints.
We Map Your Exact Deliverables
Have a complex 20-hour manual workflow you think AI can solve? Request our Done-For-You tier. We work 1-on-1 to digitize your bespoke firm templates and build custom data extraction rules specifically for your practice.