Help me build something for you 🛠️

Fill this out so I can understand what you actually need. Be as specific as possible — the more detail you give, the better I can build it.

Your name *

What types of clients do you work with? *

Select all that apply

Individuals (W-2, personal taxes) Self-employed / freelancers Small businesses (LLC, S-Corp, C-Corp) Real estate investors

What do you do most often that feels repetitive? *

Think about tasks you do over and over — sending the same emails, copying the same data, filling out the same forms, etc.

What takes the most time in your week? *

What do you spend hours on that you wish took minutes?

What do you wish just happened automatically? *

If you had a magic wand, what would it do for you?

What tools or software do you currently use?

e.g. QuickBooks, Excel, Google Sheets, ProConnect, Drake, Gmail, etc.

Anything else I should know?

Any other pain points, ideas, or things that drive you crazy at work.