Software architecture, integrations,and technical execution
We help CPA firms and tax-focused businesses turn complex product and workflow requirements into practical, buildable solutions — integration design, SDK development, workflow automation, and implementation strategy.
Capabilities built for tax firm execution
We work with CPA firms, small businesses with tax workflow needs, and product teams building tax-adjacent tools — turning technical and workflow requirements into solutions that ship.
System architecture
Solution design and technical direction for complex product and workflow requirements — turned into buildable specs, not just recommendations.
Tax prep integrations
Connect firm workflows to your existing tax preparation software and internal systems — without disrupting how your team already works.
SDK & API development
Extension layers, data bridges, and custom tooling that extend what your existing platforms can do.
Workflow automation
Reduce manual handoffs and repetitive work across CPA firm operations — so your team spends time on the work that actually needs a human.
Product engineering
From requirements to shipped, testable deliverables — execution-ready code, not just a proposal deck.
Implementation strategy
Phased rollout plans that manage risk while moving fast — the right sequencing matters as much as the code.
Integration domains we work with
Start with one challenge
Share a non-confidential technical area, product workflow, integration challenge, or implementation requirement. We'll respond with a proposed approach so you can evaluate our thinking before any deeper discussion.
Share one challenge
A non-confidential integration, workflow, or implementation requirement you're facing right now.
We propose an approach
A solution direction, architecture sketch, or small deliverable — enough for your team to assess the quality of our thinking.
Go deeper if it fits
If there's mutual interest, we continue under an NDA or another appropriate confidentiality arrangement.
- No access to your private codebase, roadmap, credentials, or customer data required upfront
- No commitment beyond the first response — the goal is simply to assess fit
- Happy to formalize confidentiality before any deeper technical discussion
“The tools further down this page are our own execution track record — not a data-gathering funnel. We're showing you what we ship, not asking what you'll give us first.”
We build tax workflow tools too
Free, practitioner-focused products that demonstrate our understanding of real CPA workflows — the same execution capability we bring to technical partnerships.
Tax Brief
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Model the payroll-tax difference — not a broad savings claim.
Learn moreWhat practitioners tell us
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Learn more about Tax BriefHave an integration or workflow challenge?
Tell us about one non-confidential technical area or workflow gap — we'll respond with a proposed approach.
Prefer to explore the free tools first? See the tools above — no signup required.