Your capacity is a finite asset. Protect it.
We're selecting up to thirty solo CPA and EA practices to shape the scoring weights for the solo tier. You give us 30 to 60 minutes every two weeks and your anonymized intake history. We give you TRIAGE at the founding rate, locked in for twelve months.
The Beta Cohort is the only path to the founding rate. After we close to 30 firms, TRIAGE prices at the published base.
| Standard solo | Beta Cohort solo | |
|---|---|---|
| Monthly rate | $199 / mo | $49 / mo |
| First 12 months total | $2,388 | $588 |
| Year-one savings | , | $1,800 |
| Tier | Solo | Solo |
| Cohort participation | Not required | Required |
| Renewal rate (month 13+) | $199+ / mo · subject to increase | $149 / mo · for life · grandfathered |
| Score-weight input | , | Direct, recorded, applied |
| Feature access | On general release | First, before public ship |
We don't need more passive users. We need thirty firms with a real bad-fit problem to solve. Firms that want to be more selective about who they take on, to standardize how they decide, and to flex that standard as markets and capacity shift without retraining staff every time. Spend an hour a month helping us get the scoring right, and you get a year of TRIAGE for less than the cost of one wrong-fit discovery call.
We're building for a corner of the industry that's been ignored, so we want the widest range of practices, which means we can't take several that look alike. A no may just mean a few firms like yours got here first. Reviewed first in, first out.
Your capacity is a finite asset. Protect it.
Tell us about your firm and the intake friction you're feeling. We review every application by hand. Expect a decision within five business days.
We'll review your application by hand and reach out within five business days, whether the answer is yes, conditional, or a referral to the right resource. In the meantime, watch for a short email confirming we have it.
Back to the waitlistIf you completed your cohort obligations (the 12 calibration sessions and the data share), you renew at $149/month for life. That's $50 below the published base, and you're grandfathered against every future price adjustment. If you didn't complete, you renew at the standard solo rate (currently $199/month, subject to increase) starting month 13. We won't claw back the year-one savings either way.
Your firm name, client names, contact info, and any identifying free-text fields are stripped before any analyst sees the submission. We retain the structured scoring inputs (entity types, state counts, complexity flags, document readiness signals) because that's what the calibration loop needs. Your intake data is never published or shared outside the calibration team without a separate, explicit written go-ahead.
Yes. You keep the founding rate for the months you participated, and you can cancel anytime after. If you withdraw before the cohort ends, your renewal reverts to the standard rate starting month 13, not retroactively.
Not yet. The solo cohort calibrates the scoring weights for solo-tier firms. A separate multi-partner cohort will open after the solo tier ships, at a different price point and with different participation terms. Join the waitlist and you'll be the first to hear when it opens.
No integration is required to start. TRIAGE generates an intake link you can paste anywhere: in TaxDome's client portal, in Canopy's onboarding flow, in a plain email, or on your firm's website. Native integrations are on the roadmap; cohort firms shape the priority order.
We'll tell you why, in plain language. If it's a fit reason, multi-partner, too small, too large, we'll route you to the right path. If we filled the cohort first, you go to the top of the standard-tier waitlist when general access opens.
Every submission runs through two independent models, one scoring exposure risk and one scoring readiness, which normalize and weight into a single 1.0 to 10.0 composite. Lower is a better fit, and firm-configurable thresholds sit on top. We share the full methodology, the factors, the weighting, and the override logic, with cohort members once you're in. Calibrating it together is the point of the beta.
You get an immediate confirmation email. Within five business days, a member of the practice team reads your responses, not a screener, not an AI, and replies with a decision. If it's a yes, we schedule a 20-minute fit call to walk through cohort logistics and your calibration goals before you commit.