Resources
Blog, changelog, and integration docs
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New release
Wave 2 — CPA Bridge deep page, Pricing, For Advisors, Customers
The four Wave-2 deep pages are live. Real CPA Bridge integration story, full pricing matrix, partnership-model section, dynamic case-study route.
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AI: From Chat to Work — our first small-business workshop, hosted by OCPA
September 12 in Orlando: what a room of small-business owners put on their workflow cards, the one sentence everyone wrote down, and the host's own write-up of the morning.
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Blog
Long-form posts about what we're shipping, why, and what we're learning from CPA Bridge pilots and advisor partnerships.
Changelog
Version-by-version release notes. Structured Added / Changed / Fixed / Removed buckets for the LLC site and platform.
Integration Docs
Coming soonAPI reference, integration guides, and CPA Bridge handoff documentation. Lands when the first integration partner consents to publication.
Integration docs land alongside the first integration partner. CPA-firm pilots get sanitization and handoff documentation in their pilot agreement before this surface goes public.
Press / editorial inquiries
Working on a piece about retirement planning, advisor verification, or the CPA-Bridge model? We'll respond within 2 business days.