For RIAs & advisory firms
Tax intelligence for the advisor who holds the whole picture.
You already see what a tax engine is hungriest for — the portfolios, the accounts, the family. TaxSwarm reads your book the way you run it: across your households, on a planning cadence, with every opportunity computed and every answer honest.
Illustrative — a sketch of the advisor book view, not client data and not live figures.
Book-first
Built around a book of households, not a stack of returns.
An advisory firm runs on an ongoing planning relationship across many households. TaxSwarm works the same way: opportunities surface across your whole book, and every one of them shows its arithmetic.
Across your households
The unit of work is your book. TaxSwarm reads households the way you do — accounts, entities, trusts, the family picture — and surfaces tax opportunities across all of them at once, not one file at a time.
The math, shown
Every opportunity is computed by rules-based tax engines — brackets, phase-outs, interactions between strategies — and arrives with its calculation trace. You see how the number was reached before you ever raise it with a client.
Honest declines
Every assessment is answered: priced, or declined with the reason. When a strategy does not fit a household, TaxSwarm says so and shows why — no padded opportunity lists, no maybes dressed up as wins.
The working triangle
You stay the advisor. Your client's CPA stays the CPA.
TaxSwarm powers the advisor–client side of the relationship and produces the third side. Planning analysis stays yours. Anything that crosses into tax-position territory becomes a handoff package for your client's CPA — the facts, the math, the authorities, and the honest caveats, ready to hand across the table.
Planning stays yours
Book-level analysis, opportunity math, and the client conversation — the work your firm already owns as the client's fiduciary, now with a tax engine behind it.
The handoff crosses the line
When a strategy calls for a tax position, the deliverable is a handoff package built for your client's CPA: what was found, how it was computed, and what still needs professional judgment.
Collaboration, coming
A planned capability: invite your client's CPA into TaxSwarm to review the same analysis in their own workspace — one set of numbers, two professionals, each in their own role. In design with our pilot firms.
Where this stands
Early, real, and honest about which is which.
The advisor experience is in active development, built in the open with our pilot advisory firms. The advisor workspace is real — pilot firms use it today — and it is early: some of what this page describes is live now, and some is being built with the pilots. Here is the honest split.
Working today
- The advisor workspace — a book-first view of your households
- Engine-computed analysis with the calculation trace shown
- Household and entity linking across a client's full picture
- Honest declines — strategies that do not apply say so, with the reason
In build with pilot firms
- Client-facing deliverables — held until our advisory disclosure review is complete
- The handoff package for your client's CPA
- Inviting your client's CPA to collaborate in the platform
- Custodian data import and book-wide eligibility sweeps
Joining the pilot means joining a build in progress — your firm's workflow shapes what ships next.
Join the pilot
Bring your book. Shape the platform.
We are building the advisor experience with a small group of pilot advisory firms. Join them — or talk to us first and see if it fits.