Compliance visibility for you and your clients.
Track 30+ federal, state, county, and city deadlines per client — organized into one rolling 12-month calendar.
Launching first in Houston & Harris County
Choose Your Role
We've built specific workflows for how you operate. Select your role to view relevant features and pricing.
For Bookkeepers & Staff
Controllers, accounting managers, staff accountants
Structured deadline tracking across all clients.
Monitor 30+ recurring compliance deadlines per client in one centralized dashboard.
- Multi-client visibility from day one
- Organized by status (Overdue, Due Soon, Upcoming, Scheduled)
- Agency tier starting at $149/month (Q1 Promo Rate)
For CPA Firms & Partners
Managing partners, tax partners, firm owners
Portfolio-level compliance visibility.
Provide structured oversight across client entities without assuming filing responsibility.
- 10 clients, up to 50 locations
- White-labeled reporting
- Advanced Ask Teddy (CPA Edition)
- Agency tier at $149/month (Q1 Promo Rate)
Not sure which is right for you? Book a quick call and we'll help you figure it out.
30+
Texas deadlines tracked
$50
Minimum late penalty
0
Liability for your firm
Ready to give your clients compliance visibility?
Choose your role above, or reach out directly.