Client requirements tracked. One center for your firm.
Federal and state requirements load automatically for every client. Smart Matching Engine covers local requirements for clients in Houston, Dallas, San Antonio, and Austin. Add any client-specific commitment once — managed forever.
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
Track every client's commitments — without the manual work.
Monitor 80+ recurring commitments per client in one operational center.
- Multi-client visibility from day one
- Organized by status (Overdue, Due Soon, Upcoming, Scheduled)
- Agency tier starting at $149/month (Promo Rate)
For CPA Firms & Partners
Managing partners, tax partners, firm owners
Portfolio-level oversight. Zero filing liability.
Provide structured oversight across client entities without assuming filing responsibility.
- 10 clients, up to 50 locations
- White-labeled reporting
- Advanced Ask Teddy — risk-focused answers for CPA-level questions
- Agency tier at $149/month (Promo Rate)
Not sure which is right for you? Book a quick call and we'll help you figure it out.
80+
Texas requirements tracked
12 months
of commitments loaded at onboarding
0
Liability for your firm
Ready to add requirements tracking to every client engagement?
Choose your role above, or reach out directly.