Profile
Collect and certify tax facts
Tax planning command center
Tax Shield Pro
A premium advisor workspace for finding tax-saving opportunities, comparing plan packages, and turning complex planning into client-ready recommendations.
Advisor dashboardPlan comparisonPresentation modeAI insight layer
- Savings identified
- $2.48M
- Plans active
- 73
- Return credits
- 2,450
The advisor operating system
One flow from intake to confident client decision.
The app is built around the actual planning conversation: profile, opportunities, Plan, engagement, action plan, and client-ready delivery.
Strategies
Rank the best savings moves
Plan
Build the plan stack
Present
Show the client the impact
Built for advisory firms
Replace scattered spreadsheets with one high-trust planning flow.
Tax Shield Pro helps advisors move from intake to analysis to recommendation without losing the thread. The experience is built for repeated client work: fast to scan, easy to explain, and ready for review.
60+ strategies
Find the next best tax move
Analyze intake data against 60+ planning strategies, then rank the opportunities by savings, complexity, and readiness.
Package compare
Compare package paths side by side
Review Bronze through Titanium, see the stack changes, and choose the plan that fits the client's tax profile.
Client-ready
Deliver reports clients understand
Turn analysis into branded summaries, action plans, and presentation views that make recommendations easy to approve.
Plan comparison
Show clients the impact, not just the idea.
Tax savings
$126,800
After-tax income
$458,600
Lifetime value
$2.15M
Workflow
From raw tax data to a confident recommendation.
- 1Upload returns or collect a guided intake
- 2Review savings opportunities and confidence signals
- 3Build the Plan strategy stack
- 4Send a branded client report or presentation
Pricing
Scale from solo advisor to full firm.
Solo
$299/mo
$249/mo annual · save $600/yr
1 advisor, up to 50 clients, complete planning workspace.
Team
$1,250/mo
$1,050/mo annual · save $2,400/yr
5 advisors, up to 250 clients, shared queues and firm workflows.
Firm
$5,000/mo
$4,500/mo annual · save $6,000/yr
25 advisors, unlimited clients, white-label options and SOC 2 controls.
Ready for the next client meeting?