For accounting, bookkeeping & fractional-CFO firms
Your firm’s client briefing, ghost-produced.
Clients expect proactive updates. Partners don’t have the hours to write them. We produce a branded tax-and-regulatory briefing under your firm’s name — drafted from this week’s actual news, edited by a human, approved by you.
Free account includes one sample briefing under your brand. Paid plans carry a 14-day money-back guarantee.
The newsletter every firm means to send — and almost none do.
Tax law moves weekly. Your clients hear about it from headlines, group chats, and that one loud guy on LinkedIn — then they call you confused, or worse, they don’t call at all.
A regular, plain-English briefing from your firm is the cheapest retention and referral tool in the profession. It just never survives busy season — because partners end up writing it at 11pm.
We do the reading, the writing, and the formatting. You do the ten-second review and hit forward.
How it works
Set your brand and topics
Five minutes: logo, colors, tone, and the topic areas your clients care about — federal tax, IRS practice, payroll, small business, and more.
We produce each issue
Our pipeline reads the week's actual tax and regulatory news, drafts a plain-English briefing in your voice, and a human editor reviews and approves every line before it reaches you.
You send it under your name
You get a polished HTML email and PDF, fully branded to your firm — no mention of us anywhere. Forward it, paste it into your newsletter tool, done.
Don’t take our word for it — read this week’s issue.
The sample below is regenerated every week by the same live pipeline that produces client issues, from articles published in the last 7 days.
Questions firms ask
›Is this AI-generated?
AI-drafted, human-edited, firm-approved. Software gathers the week's real news from primary sources (IRS, Treasury, Federal Register, trade press) and writes the first draft. A human editor reviews, corrects, and approves every issue before it's delivered — nothing is auto-sent. You review it once more before your clients ever see it.
›Will my clients know it's not written in-house?
The briefing carries only your name, logo, colors, and sign-off. Your subscription includes a perpetual license to distribute every delivered issue under your own brand, no attribution required.
›Where does the content come from?
Live primary and trade sources: the IRS newsroom, the Federal Register, U.S. Treasury, SBA, Journal of Accountancy, Tax Foundation, and more. Every item links to the original source.
›Is this advice my clients can rely on?
No — it's client communication, not professional advice. Every issue is general information with a clear disclaimer, and each firm reviews issues before distributing them. It's designed to prompt the right conversations with you, not replace them.
›How much of my time does it take?
Most firms spend a few minutes per issue: read it, optionally request a revision (Growth and up), and forward it. The research, writing, and formatting are done for you.
Ready to be the firm that keeps clients informed?
Start free with a sample under your brand — plans from $199/month when you’re ready.
Start free