The operating system that understands every client.

Turn client documents into connected financial intelligence, clear workflows, and review-ready actions—all in one secure platform built around your firm.

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  • Private client workspaces
  • Firm-guided AI
  • Professional review before action
The WealthSuite CPA portal dashboard: client and workspace counts, a high-priority review queue, today's tasks, and a client workspace table.
New document uploadedJohn Henderson · Q3 Statement
AI review complete12 items ready for CPA review

WHY WEALTHSUITE

More than practice management.

WealthSuite helps your firm understand the complete client picture—not just manage documents, tasks, and deadlines.

  • CONNECTED CLIENT INTELLIGENCE

    See every client, entity, document, and deadline in one place.

    Give your team the complete context without searching through folders, spreadsheets, email threads, or disconnected systems.

    • Henderson & CoIn review
    • ABC Holdings LLCOn track
    • Weberman TrustComplete

  • DOCUMENTS TO ACTION

    Turn uploaded documents into organized, usable intelligence.

    WealthSuite classifies information, identifies what is missing, and prepares the next steps for your team to review.

  • FIRM-GUIDED AI

    AI that works according to your firm's rules.

    Your policies, service templates, permissions, and workflows guide how WealthSuite analyzes client information and prepares review-ready findings.

    See how firm-guided AI works

PRIVATE CLIENT WORKSPACES

Every client becomes a connected financial workspace.

Documents, entities, tasks, deadlines, and approved decisions stay connected to the client—so your team always has the right context.

  • A private, secure workspace for every client
  • Separate Personal, Business, LLC, Trust, and Tax records
  • Connected documents, entities, deadlines, and workflows
  • Clear source history and professional review
Explore client workspaces
HC
Henderson & Co TrustTrust · 4 modules · 12 open tasks
Active
  • Q3 Bank StatementUploaded 2h ago
  • Missing K-1 formRequested from client
  • Trust review approvedBy Sarah Chen
  • Monthly close workflowStep 3 of 6 in progress

BUILT FOR YOUR FIRM

Purpose-built for firms managing complex client relationships.

Support individuals, businesses, LLCs, trusts, and tax clients from one connected platform—without losing the boundaries between them.

  • CPA Firms

    Streamline operations, manage clients, and deliver exceptional service at scale.

    • Workflow automation
    • Client collaboration
    • AI-powered insights
    Learn more

  • Accounting Firms

    Standardize processes and improve efficiency across your team.

    • Process automation
    • Workflow visibility
    • Practice management
    Learn more

  • Bookkeeping Firms

    Organize documents, automate reconciliations, and close faster.

    • Bank feeds & docs
    • Reconciliations
    • Monthly close
    Learn more

  • Tax Professionals

    Collect, organize, and manage tax documents with ease.

    • Tax document hub
    • Missing docs tracking
    • Year-round workflow
    Learn more

  • Family Offices

    Manage complex financial operations across entities.

    • Multi-entity view
    • Trust & estate records
    • Secure collaboration
    Learn more