Automation platform with plug-and-play integrations and guided workflows for CPA firm operations
Distribution-first: embeds into CPA firm operational workflows where firms act as trusted intermediaries to SMBs. Workflow and compliance-adjacent positioning supports institutional trust. Automation platforms typically monetize via recurring subscriptions with strong retention.
Add Bitcoin cost-basis and disclosure workflow automations into tax return prep and review checklists. Build standardized digital asset audit trail pack generation for CPA firms handling BTC holdings.