Edit contracts in-platform and remove Wingspan branding.
Plug in your contract information and we'll take care of your invoices for you.
Get your expenses reimbursed automatically.
Retainers on autopilot
Set retainers on autopilot for your long-term clients.
Pass on the processing fees to your clients.
Accept simple and secure 1-2 day payouts and get notified when the money hits the bank.
Send automated invoices and get your own personal paylink.
Get your business registered and all paperwork filed.
Real-time alerts for your business.
Recurring expense detection
See your spend by category with all vendors identified, and detect recurring expenses.
We'll find you tax savings automatically and let you export tax-ready financials.
Auto-import income and expenses from credit cards and banks.
We'll estimate your quarterly and annual taxes based on your income and expenses.
Income & expense tracking
Manually track your income & expenses.
Personalized concierge support for you and your family.
401k & retirement account options.
Find the best life insurance for you, at a special rate.
Find the best vision insurance for you, at a special rate.
Find the best dental insurance for you, at a special rate.
Find the best health insurance for you, at a special rate.
Platform access for you and your family.
Sign contracts, proposals, and tax documents directly in-app.
Seamlessly share files with your accoutant or anyone else who might need them.
Upload your own docs to keep everything in one place.
All the official forms and paperwork needed for taxes.
Checklists & Resources
We'll help you get organized and stay that way, with resources for every step of your business.
Proposals & Contracts
Edit and store proposals and contracts in one, secure place.
Vetted CPAs and Lawyers
Expert accounting and legal support from vetted CPAs and lawyers at special rates for you.
An always-on team dedicated to helping 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.