Stop doing compliance manually. Start scaling your practice.
One platform for your clients' entire SALT lifecycle across the U.S. and Canada — ingest each client once, then generate every report from one foundation, audit-ready and fully tracked. Scale without adding specialists.
Multi-state SALT doesn’t scale by hand.
The demand is there. How the work gets done is what holds you back.
Expertise that doesn’t stay
Your best SALT judgment lives in spreadsheets and your seniors’ heads — re-derived every engagement, and gone at turnover.
Specialists you can’t hire
SALT talent is scarce and costly. Growth means hiring you can’t always do — or turning work away.
Risk that compounds
Every new client adds jurisdictions and deadlines to track. Miss one and the exposure is yours.
Add clients, not specialists.
Ingest each client's data once; your existing team generates every report from it — so you take on more work without hiring specialists you can't find.
Deliverables your clients see as yours.
Workpapers practitioners recognize and auditors accept — under your brand. Clients experience your firm's service, never our software.
Multi-State Nexus Determination
Every client, every report, one source of truth.
Judgment kept, not just files
Every determination — and the reasoning behind it — kept, traceable, and reusable across your whole book.
Continuous monitoring
Nexus, exposure, and deadlines tracked between filings — rules kept current automatically.
Audit-ready by default
Documentation assembled as the work happens — not reconstructed when an audit lands.
Advisor-controlled visibility
You decide how much each client sees. The advisor owns the relationship.
Unlimited team members
Add associates, reviewers, and partners — no per-seat costs.
Fast onboarding
Upload your data and start in days. No multi-week implementation.
More clients. Higher margins. The same team.
Turn SALT compliance from a cost center into your most scalable service line. See it on your own data in 30 minutes.
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