Products
Two products, one platform underneath
Each one is a vertical application of the same system: domain expertise encoded, a named human gate on anything consequential, and delivery in the channel the work already arrives in. The platform is why the second product cost a fraction of the first.
For CPA and accounting practices
Tax Aide 税务管家
Practice operations for CPA firms
Client intake, document collection, missing-item chasing, and filing-season coordination — handled in the group chat clients already use, with the accountant approving anything that reaches them.
Explore Tax AideFor households, advisors, and communities
NestPilot Retirement
Your Decision Copilot
Medicare, Social Security, Roth conversions, and withdrawal order modeled together, with every assumption inspectable — built for the client to verify the advice, not for the advisor to control the screen.
Explore NestPilot Retirement
The same system, wherever the work happens
A tool that only works in its own portal loses to the channel people actually use. Ours runs in four places, with the same rules and the same review gate in each.
Web
The full workspace, for work that needs a screen and a record.
WeChat and WeCom
Inside the group chat where clients already send documents and ask questions.
ChatGPT
Ask a question where you already are, and carry the answer into a real plan.
Claude
The same tools, connected to Claude for people who work there.
Neither one fits your business?
That is what the services ladder is for. We assess the workflow first and tell you whether it needs a build at all.
See how engagements work