Admin
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Onboard firm
Onboard a firm
Create the firm, choose its tools, and invite its users.
Firm
Firm name
Professional type
CPA / Accounting firm
Attorney / Law firm
Insurance agent
Financial advisor
Real estate agent
Selecting a type pre-checks its standard tools below.
Plan
Realtor · 1 user
Solo · 1 user
Firm · 3 users
Enterprise · 10 users
Status
Active (pilot / paid)
Pending payment
Brand color
Logo (optional)
Tools · 8 selected
All
None
Reset to defaults
Planning
Human & Financial Capital
Retirement Goal
Compounding
Tax
Tax Planning Workbench
Reasonable Comp & Qualified Plans
Real Estate
Real Estate Tax Benefit
Rent or Buy?
Keep the Loan or Pay It Off?
Estate
Federal & State Estate Tax
Protection
Asset Protection Scorecard
Business Lawsuit Protection
Business
Business Valuation
Insurance
Premium Financing
Managed Account vs. VUL
Buy Term & Invest the Difference
Cash on the Balance Sheet
Reports
Client Snapshot Report
Users
Invite users, one per line
Each person receives an email to set a password. The first person listed becomes the firm admin (can upload the logo and manage branding).
Create firm and send invites
Cancel