Consultant-Grade Automation.
Modernize your advisory practice. Leverage the entire IRS TEOS dataset to build mathematically infallible peer groups, and generate editable wholesale comparability reports to wrap in your proprietary strategic narrative.
Unlimited dashboard access and prospecting for a single practitioner.
- 5 Included Reports: Start with 5 board-ready compliance reports ($10,000 retail value).
- $995 Wholesale Reports: Generate additional official compliance reports at wholesale cost (Retail price: $1,995).
- Editable Word Documents: Unlike the retail PDF, Partner reports export as raw data and customizable .docx files. Strip our branding, add your logo, and insert your firm's executive interviews.
- Human-in-the-Loop Overrides: Swap out peer organizations before generating the final deliverable.
Protect Your Margins
If you charge a client $10,000 for a comparability study, our $995 editable report is your core mathematical engine. We do the heavy data engineering; you provide the high-value advisory. Maintain your high-ticket retainers while eliminating the grunt work.
Mathematically Defensible Peers
We don't rely on generic salary surveys. Our algorithm builds an exact peer group based on precise budget bands, NTEE classifications, and geographic radii, ensuring your deliverable holds up to IRS scrutiny and provides true CYA insurance for the board.
Win More Clients
By reducing the manual data-gathering phase from three weeks to three minutes, your firm can take on significantly more compliance work without adding headcount. Scale your practice instantly.
Audit Trail Overlays
Our Pro portal synthesizes Part VII (Financials) with Part III (Program Narratives) via our compliance engine. Instantly understand the programmatic impact context behind every executive's compensation package before you advise the board.