Every firm is
talking about AI.
You’re about to do it.
While your peers are still in the AI strategy meeting, you go live with a branded client portal, Claude installed in Excel and Word, an AI coworker trained on your firm, document studio, and client intelligence. Days, not quarters.
design partners.
Founding-firm pricing locked for twelve months. Direct line to the build team. Your feature requests jump the line.
One foundation.
Five professional verticals.
The CPA pathway ships first, because tax season is the most acute pain we can solve. Law follows immediately, then financial, insurance, and HR — each inheriting the same multi-tenant, audit-grade foundation.
Branded client Q&A portal, Claude in Excel with pre-built tax workpaper templates, document studio for engagement letters and memos, AI coworker trained on your firm's playbook. Built for the firm that drowns every January through April.
AI-guided client intake, research memo drafting, document generation (estate plans, separation agreements, demand letters), client status portal. Reuses the same multi-tenant foundation.
Client Q&A portal across retirement, tax, estate, insurance topics. Meeting prep briefs, scenario modeling, plan summaries, compliance-formatted documentation.
Coverage gap analysis, policy comparison, claims guidance wizard, branded client coverage portal. The white space nobody else is serving.
Plan comparison tools, open enrollment decision flows, COBRA and ACA explainers, compliance documentation. Powered by Jaya and Norm advisor knowledge.
Five products. One brand. Yours.
Every component on the consumer side of WithDave — production-tested with real users — gets a professional wrapper and rolls into the firms platform. Plus Claude installed directly into the Microsoft Office tools your team already uses every day.
Client Portal
Your brand, your clients
The white-labeled face of your firm. Every client logs into a portal that looks like yours, not ours — logo, colors, copy, custom domain. The hub where your clients live: ask questions, upload documents, sign engagement letters, message your team, and see exactly where their work stands.
- Branded login + dashboard (your logo, colors, custom domain)
- Secure client document vault with upload + e-signature
- Encrypted client messaging, full audit trail
- AI Q&A under your firm's name — your tone, your guardrails
- Engagement & matter status tracking, visible to the client
- Per-client row-level security isolation
Office Workbench
Claude in Excel, Word & Outlook
We install and configure Claude across Microsoft Office for your entire firm — with industry-specific prompt libraries, pre-built spreadsheet templates, and drafting macros tuned to your practice. Your team gets AI inside the tools they already live in. Zero new software to learn.
AI Coworker
Trained on your firm's playbook
The internal AI your team uses every day — trained on your firm's methodology, prior work, and tone of voice. Drafts client emails, preps for meetings, researches edge cases, reviews documents before they go out. ChatGPT, but it actually knows how your firm works.
Document Studio
Branded deliverables, generated
Engagement letters, tax memos, opinion letters, audit workpapers, estate plans, policy comparisons — generated from a conversation, branded with your firm's templates, routed through your review queue before anything reaches a client.
Client Intelligence
Walk into every meeting prepared
Auto-generated pre-meeting briefs on every client. What's changed since last contact, what's relevant from the news, what to ask, what to recommend. Plus an intake agent that qualifies inbound leads and hands them to your coworker with a brief already attached.
Why every firm is still
talking about AI.
Builder platforms have no domain expertise. Domain tools have no builder. So every firm ends up either configuring a generic chatbot for six months, or paying enterprise pricing for a tool that does one thing. Both paths end the same way: in another partner meeting, still talking.
Powerful platforms with zero domain knowledge. You spend three months and $50K configuring before it knows what an estimated tax payment is.
Deep expertise, but locked, opinionated, and built for Top 25 firms at enterprise prices. The solo CPA with 200 clients gets nothing.
Now you can actually do it.
Domain depth and a builder platform, in one place. Self-service. Live in days. Priced at $149 to $749/month — not $50K/year. Built for the 99% of firms that enterprise tools ignore.
From signup to live in an afternoon.
Sign up & brand it
Upload your logo, pick your colors, choose your domain. The whole front end becomes your firm in minutes.
Invite your clients
Magic-link invites, no passwords. Each client gets isolated access to their own portal.
Review & approve
Every AI response can route through your review queue. Approve, edit, reject — the client sees the polished version with your name on it.
Audit everything
Glass-box logging for every chat, draft, and document — including everything that happens inside Office Workbench. Export-ready for SEC, state bar, or insurance commissioner reviews.
Priced for the firms enterprise tools ignore.
Hybrid tiers: seat-based with usage limits. Overage at $0.10 per interaction. Design partners get founding-firm pricing locked for the first 12 months.
Solo practitioners getting started
- Up to 50 clients
- 1 team member
- 500 AI interactions / month
- 50 documents / month
- Custom colors + 'Powered by WithDave'
- Basic review queue
- 90-day audit trail
Small firms scaling client capacity
- Up to 200 clients
- 5 team members
- 2,000 AI interactions / month
- 250 documents / month
- Full white-label (logo, colors)
- Priority review routing
- 1-year audit trail
- Office Workbench setup (Claude in Excel & Word)
Established practices going all-in
- Unlimited clients
- 15 team members
- 10,000 AI interactions / month
- Unlimited documents
- Full white-label + custom domain
- Custom review workflows
- Unlimited audit trail + export
- Dedicated onboarding
The consumer side of WithDave — five AI advisors, thirty topics, the Situation Room, the Document Studio — has been running in production with real users for months. Every piece has been stress-tested by people asking hard questions about taxes, estate plans, retirement, insurance, and small business.
The firms I heard from kept asking the same thing: “Can I put this in front of my clients, under my brand?” That question became firms.withdave.ai. Same production-tested engine. Same advisor depth. Wrapped in a white-labeled portal, an AI coworker trained on your playbook, and Claude installed directly into the Microsoft Office tools your team already lives in.
I’m looking for ten CPA firms to build it with me. If that sounds like you, apply below — or grab time on my calendar and we’ll talk.
I read every application personally and reply within 24 hours.
Be the firm that actually does it.
We're onboarding a small group of CPA firms as design partners. Founding-firm pricing locked for 12 months. Direct line to the build team. Your feature requests jump the line.
Rather just book a 20-min call?Or email us directly at partnerships@withdave.ai