For CPA and accounting practices
Tax Aide 税务管家
Filing season is not short of expertise. It is short of coordination — chasing the one missing form, answering the same question for the twentieth client, finding the document someone sent at midnight. Tax Aide handles that coordination inside the chat your clients already use, and puts your approval in front of anything that reaches them.
Works where clients already are
Clients send documents and ask questions in the group chat they already use. No new app for them to learn, no portal they will not log into.
Documents arrive, sorted
A photographed W-2 is classified, filed to the right client and year, and checked against what that return still needs — at whatever hour it arrives.
The chase runs itself
Missing items are tracked per client and followed up on a schedule, so the reminder does not depend on someone remembering to send it.
The accountant approves
Drafts are held until a person releases them. Nothing reaches a client on the system’s own authority — the review step is how it is built, not a setting.
Where Tax Aide is today
Tax Aide is in private delivery with its first firm — a Florida CPA practice serving Chinese-American clients — ahead of the 2027 filing season. We are not publishing results from that engagement, and we will not until the rollout has been accepted and the firm has approved how it is described.
That is the same standard we would apply to your firm. It also means the honest answer to “who else uses this?” is currently short — we would rather give you that answer than a testimonial you cannot check.
Where filing season actually goes
The expertise is not the bottleneck. You know how to prepare the return. What consumes the season is everything around it: the client who sends three documents and forgets the fourth, the photograph taken at midnight that has to be identified and filed, the fifth reminder to the same person, the question you have now answered twenty times this month in twenty separate chat threads.
That work is real, it is skilled coordination, and almost none of it needs your licence.
Tax Aide (税务管家) takes it on inside the messaging channel your clients already use. A document arrives as a photo; it is classified, filed to the right client and year, and checked against what that return still needs. Missing items are tracked per client and chased on a schedule. Routine questions get a drafted answer.
What never happens without you
Every message that would reach a client is held until an accountant releases it.
This is a structural property, not a setting on a page. The draft sits in a queue with your name on the release. If the system is uncertain, it escalates rather than guessing. Turning supervision off for a given workflow is a deliberate act, recorded as one — not something that quietly degrades on the busiest week of the year.
That constraint is why the product is worth having in a licensed practice. A tool that can talk to your clients on its own authority is a liability wearing a feature's clothes.
Why we work with a small number of firms
We take on few practices at a time, closely, and by conversation rather than self-serve signup. Every firm's intake conventions, document naming, and client-communication norms differ enough that the first season together is genuinely collaborative work.
It also lets us wire client consent into your existing engagement letters properly, tune what the system may and may not say in your name, and get the escalation rules right before volume arrives.
The retirement bridge
Your retirement-age clients ask you questions you would rather not answer under your own licence — when to claim Social Security, whether to convert to a Roth this year, whether something will trigger IRMAA.
CPA Bridge is the integration layer between Tax Aide and NestPilot Retirement. It hands those clients a transparent, math-backed workspace with a sanitized handoff you control per client and per engagement, and an explicit licensure boundary: the workspace shows the math and its assumptions; it does not issue advice on your behalf, and it does not put your firm in the advisor's chair.
You keep the client, and the relationship, without taking on a role you did not want.
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
Pilot-Firm References
Pilot conversations in progress. References will appear here as named CPA firms complete their integration tests and consent to publication.
Start with one filing season
We work with a small number of firms at a time, closely. Tell us how your practice runs today and where the season hurts; we respond within two business days.