We support white-label. Therefore we do not name our product. We keep it open for branding purpose.
CPA App for Document Management & Advisory Assistant (Using AI)
5 High-Level Features (there are more…)
🤖 AI-Powered Tax Intelligence — Automatically extracts data from uploaded documents (W-2s, 1099s) and suggests deductions/credits. Competitors require manual data entry.
🔗 Passwordless Client Portal — Clients access their portal via a simple magic link — no account creation, no passwords. TaxDome requires clients to create accounts and remember credentials.
💬 SMS-First Communication — Built-in two-way SMS messaging with clients, plus automated reminders. Most competitors rely heavily on email, which clients ignore.
📋 Self-Service Tax Organizer — Simple yes/no questionnaires replace paper intake forms. Clients complete them on their phone via the magic link — no app download needed.
WGS CPA Portal
| Plan | Price/mo | Target | Key Inclusions |
|---|---|---|---|
| Starter | $39/mo | Solo preparers | Up to 75 clients, passwordless portal, SMS (100/mo), basic document storage |
| Professional | $69/mo | Small firms (2-5 staff) | Up to 250 clients, AI tax extraction, unlimited SMS, tax organizer, e-signatures |
| Enterprise | $99/mo | Growing firms (5+) | Unlimited clients, priority AI processing, custom branding, API access, dedicated support |
How This Compares
| Feature | WGS | TaxDome | Canopy | Karbon |
|---|---|---|---|---|
| Starting price | $39/mo | $66/mo | $50/mo | $59/mo |
| AI document extraction | ✅ All plans | ❌ | ❌ | ❌ |
| SMS messaging | ✅ Built-in | ❌ | Add-on | ❌ |
| Passwordless client portal | ✅ Magic links | ❌ (login required) | ❌ | ❌ |
| Per-user pricing | Flat rate | Per user | Per user | Per user |