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wingspan features

Everything you need to work the way you want.

Get Paid

Retainers on autopilot
Set retainers on autopilot for your long-term clients.
Payment notifications
Accept simple and secure 1-2 day payouts and get notified when the money hits the bank.
No fees
Pass on the processing fees to your clients.
Send automated invoices and get your own personal paylink.
Expense reimbursements
Get your expenses reimbursed automatically.
Customizable contracts
Edit contracts in-platform and remove Wingspan branding.
Auto-generated invoices
Plug in your contract information and we'll take care of your invoices for you.

Get Organized

Tax savings
We'll find you tax savings automatically and let you export tax-ready financials.
Tax estimates
We'll estimate your quarterly and annual taxes based on your income and expenses.
Recurring expense detection
See your spend by category with all vendors identified, and detect recurring expenses.
Income & expense tracking
Manually track your income & expenses.
Company formation
Get your business registered and all paperwork filed.
Auto imports
Auto-import income and expenses from credit cards and banks.
Accounting notifications
Real-time alerts for your business.

Get Covered

Vision Insurance
Find the best vision insurance for you, at a special rate.
Retirement Accounts
401k & retirement account options.
Life Insurance
Find the best life insurance for you, at a special rate.
Health Insurance
Find the best health insurance for you, at a special rate.
Health Advocate
Personalized concierge support for you and your family.
Dental Insurance
Find the best dental insurance for you, at a special rate.
Benefits portal
Platform access for you and your family.

Document Vault

Tax Documents
All the official forms and paperwork needed for taxes.
Secure upload
Upload your own docs to keep everything in one place.
Proposals & Contracts
Edit and store proposals and contracts in one, secure place.
File sharing
Seamlessly share files with your accoutant or anyone else who might need them.
Sign contracts, proposals, and tax documents directly in-app.
Checklists & Resources
We'll help you get organized and stay that way, with resources for every step of your business.


Vetted CPAs and Lawyers
Expert accounting and legal support from vetted CPAs and lawyers at special rates for you.
Third-party file sharing
Share access with your accountant with just one click.
Lifetime portal access
Access to your account even after membership termination.
Concierge support
An always-on team dedicated to helping you.
wingspan works together

The smartest way to work for yourself.

We think you’ll agree. Try Wingspan free for 14 days, no strings attached.