For CPA Firms
Extend your tax-prep practice into retirement planning
CPA Bridge gives your retirement-age HNW clients a credible, math-backed retirement-decision tool — without you taking on advisor licensure or liability. Pilot conversations only; named-firm partnerships.
ATX-style import
Canonical document workflow that integrates with your existing tax-prep process — no rip-and-replace.
Sanitized handoff
You control what data crosses the bridge. Client consent + sanitization layer per pilot agreement.
Batch document workflow
Process multiple HNW client returns in batch. Auto-extract retirement-relevant facts; queue for review.
Plan-aware retirement decisions
Each client lands in a planning workspace pre-populated with their tax context. Medicare, IRMAA, Roth, SS — all visible.
The CPA opportunity in retirement planning
Your retirement-age HNW clients are asking the questions you can't answer — “When should I claim Social Security?” “Should I do a Roth conversion this year?” “Will I trigger IRMAA?” — and you don't want to:
- Refer them to an outside RIA who will also try to take the tax work.
- Take on advisor licensure to answer these questions yourself.
- Hand them generic AI chatbot answers that they (correctly) don't trust.
CPA Bridge is built for exactly this gap. It's a retirement-planning workspace for your tax-prep clients, with sanitized handoff (you control what crosses), an ATX-style canonical document workflow, plan-aware context for each client, and an explicit licensure / liability boundary that protects your firm.
Why pilot, not self-serve
We work with named CPA firms on a pilot basis. Deliberately. Self-serve B2B tools tend to drift into “send your client data to a generic dashboard” patterns that don't match how a CPA firm actually engages with HNW clients.
A pilot lets us:
- Tune the sanitization layer to your firm's data conventions
- Wire client consent into your existing intake / engagement flow
- Refine the workflow with one or two clients before scaling
- Set pricing that matches the value your firm captures
How CPA Bridge fits in your firm
CPA Bridge is additive to your tax practice, not a replacement. Your firm continues to do the tax work; NestPilot adds the retirement-decision surface that your retirement-age clients are already asking for. You keep the client; you don't lose them to an outside advisor who would also try to take the tax work.
Where this connects to the broader strategy
CPA firms with retirement-age HNW clients are NestPilot's Candidate B beachhead — the wedge where math-backed transparent retirement planning beats both adversarial-advisor incumbents (who cannibalize tax work) and generic-chatbot pretenders (who can't produce defensible math). The pilot program is how we walk into the beachhead one named firm at a time.
Integration Architecture
How a CPA firm's retirement-age client data flows from your tax-prep workflow into the NestPilot planning workspace. Sanitization layer is CPA-controlled at every stage.
Stage 1
ATX Import
CPA-firm tax-prep workflow exports the canonical retirement-relevant document set. No rip-and-replace of your existing process.
Stage 2
Canonical JSON
Server-side normalization into a stable schema: account balances, distributions, IRMAA-relevant MAGI, retirement-account contribution history.
Stage 3
Sanitized Handoff
CPA firm controls what crosses the bridge. Per-pilot sanitization rules + explicit client consent. Nothing transfers without affirmative opt-in.
Stage 4
Planning Workspace
Client lands in a planning workspace pre-populated with their tax context. Roth, Social Security, Medicare/IRMAA, withdrawal sequencing — all visible and inspectable.
Per ADR-0045 / pilot agreement: the CPA firm decides — at the field level — what crosses each stage. Client consent is per-engagement, not global.
How a CPA's HNW client reaches the planning workspace
Pilots run on a structured, client-consented path. Each stage is reviewable before the next begins — no surprise data movement.
01
Discovery call
30 minutes. Tell us about your firm, retirement-age client roster, and integration constraints. We talk through fit and answer questions.
02
Pilot agreement
Pricing, sanitization terms, client-consent workflow, success criteria. Named-firm pilot scope; not self-serve.
03
Integration test
One or two retirement-age clients (with consent) run through CPA Bridge end-to-end. We jointly review the output and refine the workflow.
04
Pilot expansion
If the integration works for your firm, scale across your retirement-age client book on a per-client basis with explicit consent each time.
Compliance and Liability Boundary
CPA Bridge does retirement planning; your firm continues to do the tax work. The licensure and liability boundary between the two is explicit — the pilot agreement records exactly where each side's scope begins and ends. NestPilot does not give tax advice; your firm does not give licensed retirement-investment advice unless separately licensed.
NestPilot CPA Bridge
- Retirement-decision modeling (Roth, Social Security, Medicare/IRMAA, withdrawal sequencing)
- Plan-aware visualization for the client to verify the math
- Sanitized retirement-relevant data import + workflow tooling
Your CPA Firm
- Tax-prep work and tax-strategy decisions for the engagement
- Client engagement, billing, and the CPA-client relationship
- Final professional sign-off on tax positions and tax-related advice
Pricing for CPA Firms
CPA-firm engagement runs on the Pro Advisor tier with CPA-specific configuration (ATX import, sanitized handoff). Pricing starts at $79 / seat / month plus $5 / active client / month, with the first 5 clients free; per-firm pilot terms vary with firm size and client volume. The Pro Advisor tier on our pricing page shows what's included; CPA-specific feature configuration lands in the pilot agreement.
Pilot-Firm References
Pilot conversations in progress. References will appear here as named CPA firms complete their integration tests and consent to publication.
Open a CPA Bridge pilot
We work with named CPA firms on a pilot basis. Tell us about your firm and your retirement-age client base; we'll respond within 2 business days.