Launch and grow your own accounting firm.

We help launch, grow, and operate your own accounting practice so you can spend more time helping clients.

Get started now

Firm admin handled

Get clients fast

No upfront costs

Why Choose Us?

A turn-key solution for accountants to launch new practices within weeks

Launch

Firm Formation Made Simple

From registration and insurance to pricing and website building, we handle the heavy lifting.

Launch

Firm Formation Made Simple

From registration and insurance to pricing and website building, we handle the heavy lifting.

Launch

Firm Formation Made Simple

From registration and insurance to pricing and website building, we handle the heavy lifting.

Grow

A Partner in Growing Your Firm

Leverage our referral engine and marketing playbook to accelerate client acquisition.

Grow

A Partner in Growing Your Firm

Leverage our referral engine and marketing playbook to accelerate client acquisition.

Grow

A Partner in Growing Your Firm

Leverage our referral engine and marketing playbook to accelerate client acquisition.

Operate

Automate Back Office with AI

AI-enabled practice management software for new firm owners. Put your operations on auto-pilot.

Operate

Automate Back Office with AI

AI-enabled practice management software for new firm owners. Put your operations on auto-pilot.

Operate

Automate Back Office with AI

AI-enabled practice management software for new firm owners. Put your operations on auto-pilot.

Meet Your AI Junior Accountant

More than your practice management software. A personalized AI assistant.

Client Engagement

A CRM designed for accountants with email syncing, client emailing automation.

Project Management

A smart project tracker that manages your team's projects and priorities.

Document Management

A document management portal that auto-categorizes and checks through client documents.

Billing, Engagement Letter, Signature

Send out engagement letters, collect signatures, and invoice and collect payments with one-click.

White-labeled Client Portal

A one-stop-shop for your clients to upload documents, review and sign returns, and make payments.

Document Review

AI assistant that reviews your returns for discrepancy and potential issues.

Launching a new firm has never been easier

Step

Apply to Own Your Firm

Step

Set Up Your Firm

We’ll help you handle registration, insurance, branding, and more to get your business off the ground.

Step

Get Client-Ready

We’ll equip you with software, training, and back-office support—plus help you acquire and onboard your first clients with ease.

Step

Open for Business

Go live in a few weeks and begin building your own modern accounting practice.

Apply to Own Your Firm

Set Up Your Firm

We’ll help you handle registration, insurance, branding, and more to get your business off the ground.

Get Client-Ready

We’ll equip you with software, training, and back-office support—plus help you acquire and onboard your first clients with ease.

Open for Business

Go live in a few weeks and begin building your own modern accounting practice.

Apply to Own Your Firm

Set Up Your Firm

We’ll help you handle registration, insurance, branding, and more to get your business off the ground.

Get Client-Ready

We’ll equip you with software, training, and back-office support—plus help you acquire and onboard your first clients with ease.

Open for Business

Go live in a few weeks and begin building your own modern accounting practice.

Get started now