Solo CPA struggles with capacity and scope creep risk when partnering with a financial planner for all-inclusive tax and planning services.

No specific client communication or project management tool for tax planning engagements with financial planners exists that handles scope creep, billing, and compliance for solo practitioners.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 20, 2026

Implied Software Gaps

A client portal and communication tracking system to prevent scope creep in all-inclusive plans
Compliant fee-sharing and billing automation for CPA–CFA partnerships

App Concept

TaxPartner Sync

A client management and billing platform designed for solo CPAs partnering with financial advisors. It automates client communication logging, tracks scope for all-inclusive packages, and handles compliant fee-sharing calculations, reducing administrative overhead and scope creep.

Key Features

All-inclusive engagement tracker with service limits and alerts
Client communication log with time tracking and auto-reminders
Compliant fee-split calculation and billing management
Onboarding workflow with client portal and document exchange

Target Users: Solo CPAs and small accounting firms partnering with financial planners in the accounting and financial services industry.

Revenue Model: $49/mo per user SaaS subscription with a $99/mo premium tier for unlimited clients.

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