Deliver advice clients actually value.
Stop using rigid, poorly branded Word Docs or emails to explain complex concepts to your clients. Easily create interactive explainers, internal firm tools, and focused single-page briefs in minutes.
Tax Transcript Brief
Translate confusing, code-heavy IRS transcripts into clear, actionable visual summaries so your clients actually understand their tax standing.
-
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.
-
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.
Let Us Map Your Firm's Process
We help new customers map existing firm processes into our builder. Tell us what you need, and we will mock up a custom deliverable for your firm during onboarding.
Built for HTML, not PDFs.
We render outputs in responsive HTML. It is easier to read on phones, simple to archive, and supports interactive elements that static documents cannot.
Mobile Responsive
No more pinching and zooming on a PDF. HTML is responsive.
Fin Pods Data
Link the builder to all of the data in your Fin Pods to auto-populate variables and swap client context.
Security Guardrails
Warnings flag potentially unvetted scripts or loading unauthorized external libraries.
Link Sharing
Generate secure URLs to share directly with clients, CPAs, or internal team members without attachments. We include a renderer with our secure link sharing.
Ready to upgrade your client deliverables?
Start generating understandable and readable financial plans today.