Screen Shot 2020-03-13 at 7.31.39 PM.png

Relationship Design

Enabling asynchronous data collection between Experts and their clients.

Pros spend 65% of their time waiting for, collecting, inputting and reviewing client data.

Clients experience fear, uncertainty and doubt at tax time, and hire pros to do that work - to increase confidence and reduce work. But continue to look at document collection, organization and sharing as a chore.