04/09/2026
Three months ago, this was just an idea.
Today, it’s a fully functioning platform… and that’s entirely because of Jon.
I’m genuinely proud of the work he put in to bring this to life. Building something like this isn’t just about writing code… it’s about understanding how our users actually operate day to day and turning that into something that just works.
What we have now:
• Built-in scheduling that actually respects your availability
• Ability to block off time… including holidays and real life
• Team seats so firms can distribute meetings properly
• Deeper data on prospective clients before you even hop on the call
• Notes and tracking to keep everything organized
And we’re just getting started.
What’s coming next:
• Training materials to help firms close more of what we send
• A discounted marketplace for tools bookkeepers and accountants actually use
• Revenue share opportunities for firms who want to refer out tax work instead of offering it themselves
This is one of those moments where you step back and realize… we’re not just generating leads anymore.
We’re building infrastructure.
And Jon made it real.