For CPA Firms
Agentic AI for your CPA firm — starting with retirement
CPA Bridge is an agentic AI system for CPA firms — starting with the retirement decisions your HNW clients already ask you about. It gives them a credible, math-backed retirement-decision workspace 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 an agentic AI system for CPA firms, built for exactly this gap. Today it gives your tax-prep clients a plan-aware retirement-decision workspace, 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.