Exclusively for Tax, Accounting & Bookkeeping ProfessionalsNot Available to Retail Buyers
Built Exclusively for Tax, Accounting &
Bookkeeping Professionals
Turn raw, unformatted bank transactions into clean, reconciled Schedule C-ready workpapers in seconds. Eliminate chaotic client email threads, automate categorization, and scale your firm's revenue.
Engineered strictly for high-volume tax and accounting practices demanding strict ledger integrity, audit-trail compliance, and automated client coordination.
🔒 Priority founder allocation · Strict 72-hour firm qualification decision · 100% money-back guarantee
WHERE YOUR FIRM'S TIME DISAPPEARS
The Problem Isn't the Math.
It's the Friction.
Tax professionals don't lose billable hours computing deductions: you lose them chasing illegible photos of receipts, juggling five disconnected software portals, and fielding endless 'did you get my email?' follow-ups.
When every single transaction review requires switching between bank statements, messaging threads, and local spreadsheet folders, your operational capacity drops by half before you ever touch a tax return.
- Manual email ping-pong for missing transaction context
- Fragmented client documents scattered across inbox threads
- Bottlenecks that delay filing deadlines and inflate admin overhead
Traditional Path
5 Steps · 6+ DaysCatSimba Path
2 Steps · MinutesPRACTITIONER-FIRST ARCHITECTURE
A Professional Workflow
Built Around the Tax Preparer
Traditional bookkeeping tools were built for generalists. CatSimba is engineered from the ground up to give tax professionals absolute data clarity, audit-ready structure, and total platform autonomy.
Schedule C-Ready Reports
Map client bank transactions directly to IRS Schedule C tax lines without tedious spreadsheet reformatting or manual reconciliation.
AI Is Strictly Optional
Run a completely deterministic, rules-based practice if you prefer. Use assisted intelligence only where and when it speeds up your review.
Bring Your Own Key
Plug in your own private API key for complete data isolation. Your client financial records are never used to train public foundation models.
Works With or Without QBO/Xero
Operate completely standalone to generate annual tax packages, or sync seamlessly to general ledger software when a client requires active GL maintenance.
STANDARDIZED OPERATIONAL PIPELINE
From Bank Statement to
Schedule C-Ready Report
Eliminate unstructured shoebox accounting with a clean, sequential five-stage ingestion engine built specifically for tax practitioners.
Upload
Import raw PDF or CSV bank and credit card statements directly without manual formatting.
Categorize
Deterministic tax logic maps line-item debits directly to statutory Schedule C expenditure buckets.
Review
Flag ambiguous transfers, personal mix-ins, and high-dollar thresholds for targeted practitioner review.
Reconcile
Verify running bank balance checks to confirm absolute zero variance across every operating statement.
Generate
Export audit-defensible Schedule C workpapers, ledger backups, and client sign-off packages instantly.
STANDARDIZED DIGITAL TAXPAYER INTAKE
Collect Client Information Once.
Reuse It Across the Workflow.
Eliminate redundant data entry. Client-submitted 13614-C records auto-populate Form 2848 Power of Attorney documents instantly without manual transcription errors.
Standardized Workflow Engine
- Complete IRS Form 13614-C digitized for seamless taxpayer questionnaire intake.
- Zero re-typing: Intake data instantly maps into Form 2848 Power of Attorney.
- Automated field error checks catch missing SSNs, dates, and addresses prior to filing.
- Legally binding, tamper-evident eSignature collected right upon submission.
Included in all practice tiers • Zero setup lag
COMPLIANCE ENGINE
Turn W-9 Collection Into a
Client Service.
Stop chasing year-end tax forms manually. Transform tedious 1099 compliance into an automated, high-margin advisory service with white-labeled vendor portals and proactive document verification.
- Direct self-service vendor upload portals
- Automated real-time TIN validation matching
- Audit-ready digital compliance trails
Included in standard practice workflow • Zero per-form fees
W-9 Collection
Auto-send secure digital intake links to 1099 payees directly with instant e-signatures and W-9 validation.
Vendor Checklists
Structured onboarding workflows ensuring COIs, vendor contracts, and payment profiles are fully completed.
Document Requests
Automated recurring reminder pings keep missing forms out of your email inbox and firmly on track.
Compliance Tracking
Live dashboard visibility indicating verified, missing, or pending tax records across every client account.
WHITE-LABELED CLIENT INTERFACE
Give Your Clients Their Own
CatSimba-Powered Experience
Embed a turnkey, bespoke portal directly onto your existing firm domain. Provide immediate self-service, encrypted message threads, and frictionless fee settlement under your firm's name and brand.
Firm Branding
Your logo, exact color scheme, and firm typography. Clients interface purely with your trusted brand identity.
Included in standard tiers
AI & Live Chat
Smart conversational intake triages common inquiries automatically and escalates complex items directly to your staff.
$0.00 per user seat
Vendor Compliance
Frictionless collection of W-9 documents, TIN matching, and compliance validation directly inside the client flow.
Zero per-document charge
Pay Me
Integrated 1-click invoice payments, recurring retainer collections, and ACH or card processing on your terms.
0% platform markup
CONTEXT-AWARE MESSAGING
Stop Sending “Which Transaction
Is This?” Emails.
Never copy-paste bank descriptions into emails again. Launch an inquiry directly from any ledger row. Clients receive an encrypted notification and respond in seconds with text, voice memos, or itemized receipt uploads.
- One-click 'Ask Client' embedded in every bank row
- Multi-modal replies: text notes, voice memos, & photo receipts
- Auto-reconciles and archives thread upon client resolution
| Date | Description | Category | Amount | Action / Status |
|---|---|---|---|---|
| Nov 14 |
Apple Store #R142
Hardware / IT Expense
|
Equip. Purchase | $1,249.00 | Resolved (1) |
OPERATIONAL CONTINUITY
Keep More of the Client Workflow
in One Place
Eliminate tool sprawl with built-in operational utilities engineered directly around tax engagements.
Accept Payments
Collect retainer deposits and invoice balances without toggling out to external merchant gateways.
- Card & ACH processing
- Automated ledger posting
- Zero client friction
FEATURED ENGINE
SignSimba eSignatures
Native e-signing purpose-built for IRS 8879s, engagement agreements, and representation letters. Fully tamper-evident, court-admissible audit trails without costly third-party subscriptions.
- IRS KBA-ready compliance verification
- Automated document status routing
- Immutable certificate of completion log
Client Communication
Contextual messaging tied directly to tax returns, open queries, and missing documentation.
- Direct document threading
- SMS & email dispatch
- Centralized audit history
PRACTICE AUTONOMY & CONTROL
AI Is Available.
AI Is Not Mandatory.
You decide how your firm operates. Leverage machine intelligence for rapid data structuring, or maintain standard manual review protocols with zero automated interference.
WANT AI ACCELERATION?
Turn On AI Speed Modes
Accelerate transaction grouping, unclassified receipt extraction, and client query drafts while preserving complete human verification at every step.
- One-click toggle enables or disables intelligence models instantly
- Automated text extraction from high-volume receipts and invoices
- Human-in-the-loop validation: zero ledger commits without your sign-off
Result: Drastically reduce manual entry while keeping firm oversight intact.
PREFER NO AI OR PRIVATE KEYS?
Manual Rules & BYOK Freedom
Run completely deterministic, traditional accounting workflows or link your proprietary enterprise API keys so data never crosses third-party public systems.
- Zero AI execution mode: traditional deterministic rules exclusively
- Bring Your Own Key (BYOK) for private OpenAI or Anthropic accounts
- Zero training on firm files or confidential taxpayer records
Result: Absolute compliance posture tailored to your firm's governance policy.
Firm Data Governance Standard: Client data is strictly quarantined and never indexed, retained, or utilized for AI model training. Your practice retains 100% sovereign control over every transaction.
TRANSPARENT PRACTICE TIERS
Simple Pricing Built for
Professional Practices
Predictable subscription tiers with progressive client-volume discounts designed exclusively for certified tax and accounting practitioners.
SOLO PRACTITIONER
Essentials Starter
Ideal for independent CPAs and solo tax preparers managing a focused client base.
$49 /month
- Up to 25 Active Client Profiles
- Standard Bank-to-Report Workflow
- Core W-9 & Vendor Compliance Intake
- Integrated POA E-Signatures
- Standard Email Support (24h response)
BOUTIQUE FIRM
Essentials Practice
Tailored for growing practices requiring multi-staff collaboration and client messaging.
$99 /month
- Up to 75 Active Client Profiles
- 3 Staff / Preparer Logins
- Transaction-Linked Client Messaging
- Custom Branded Firm Client Widget
- Automated Payment Collection
SCALE WITH CONFIDENCE
Standard
Complete operating system featuring progressive volume pricing that lowers unit costs as you scale.
$149 /month
+ Progressive Bands: $8.50 → $6.50 / client
- Unlimited Active Clients with Band Pricing
- Unlimited Staff Accounts with Role Permissions
- Automated Bank-to-Report Reconciliation
- Priority 72-Hour Decision Beta Queue
- White-Glove Practice Migration Assistance
Need detailed volume modeling? Explore the interactive Client Cost Calculator.
TRANSPARENT CLIENT SCALING
See Your Exact Monthly Price
No flat penalizing tiers or surprise jumps. Progressive volume bands automatically discount every new client you onboard.
How Progressive Bands Work: You are never locked into arbitrary high tiers. Every firm starts at base tier and discounts apply strictly to subsequent client volume. Unlimited staff seats, e-signatures, and bank ingest are always included at zero additional charge.
PRACTICE SCALING ADVANTAGES
Built to Help Professional Practices
Do More With the Same Team
Eliminate fragmented point solutions and unbillable manual follow-up so your firm expands capacity without adding administrative overhead.
Recapture Lost Hours
Automate document chasing, transaction validation, and client clarification to cut weekly administrative burden drastically.
Scale Practice Capacity
Onboard 2x to 3x more active client engagements seamlessly without bloating payroll or sacrificing review precision.
End Tool Fragmentation
Consolidate intake portals, signature apps, messaging chains, and bank reconcilers into one coherent firm ecosystem.
Offer High-Margin Advisory
Free up senior partner bandwidth to introduce ongoing tax advisory, compliance reviews, and premium CFO retainers.
Retain Complete Control
Every automated suggestion remains 100% human-verified and practitioner-approved before filing or ledger export.
Win & Retain Clients
Deliver modern, branded client experiences with instant mobile responses that make your practice look tech-forward.
FEATURE COMPARISON MATRIX
Built for the Professional Workflow
A factual examination of capabilities across purpose-built practice systems, legacy desktop software, and generic SMB accounting platforms.
| Capability & Workflow Area | CatSimba PRACTICE | Traditional Desktop | General Accounting |
|---|---|---|---|
|
Form 2848 / POA Intake
Built-in client authorization and e-signature collection
|
Digital Native | Manual PDF print and scan | Separate 3rd-party add-on |
|
W-9 Vendor Compliance
Automated requests, TIN collection, and status dashboard
|
Automated Portal | Unencrypted email attachment | Year-end basic prompt |
|
Transaction-Linked Client Chat
Contextual query attached directly to ledger items
|
In-Line Threading | Disconnected phone / email | Generic memo field only |
|
AI Automation Controls
Opt-in transparency logic for auditor compliance
|
Granular Opt-In | No assisted intelligence | Uncontrolled auto-categorization |
|
Multi-Client Practice Model
Centralized client workspace switcher and firm billing
|
Firm-Centric Hub | Individual local company files | Retail subscription per entity |
|
Bank-to-Tax Export Alignment
Standardized tax mapping ready for preparation software
|
Tax-Line Tagged | Manual trial balance rework | Generic chart of accounts |
Comparison reflects standard base platform capabilities as of 2026. Data verified against publicly documented feature specifications.
SYSTEM CAPABILITY RECAP
Here Is Exactly What CatSimba Does.
Who it is built for. What it costs. And the fractured multi-tool subscription stack it permanently eliminates for modern accounting and tax practices.
13 Core Practice Capabilities
- Bank-to-report automated ingestion
- Direct client intake & POA e-filing
- W-9 vendor tracking & year-end 1099s
- White-label client engagement widget
- Ledger transaction-linked client chat
- Embedded e-signatures & instant retainer billing
- Auditable deterministic ledger validation
- Firm-wide multi-staff role permissions
- Zero per-seat markup licensing model
- Automated missing-document auto-followups
- Encrypted client-side vault storage
- SOC-2 Type II financial security controls
- Instant CSV, QBO, & Tax Software sync
What It Costs & Replaces
Designed exclusively for independent CPAs, EAs, and tax professionals who refuse to pay $400+/mo across five disparate portal, signature, and communication tools.
Replaces: Standalone portal subscriptions, third-party DocuSign licenses, fragmented SMS threads, and manual W-9 follow-up spreadsheets.
EXCLUSIVE FOUNDING COHORT
Select Professionals Can Apply for
Beta Access Now
CatSimba maintains an intentional intake process to ensure dedicated white-glove onboarding and workflow configuration for every participating practice.
STEP 01
Profile Submission
Submit your firm volume and software stack via our brief 2-minute form.
STEP 02
Eligibility Review
Our team reviews your practice parameters for dedicated onboarding fit.
STEP 03
Formal Decision
Receive your formal decision and lock your Founding Member cohort pricing.
Strictly limited to 50 qualifying practices • No credit card required to apply
100% ZERO-RISK GUARANTEE
Want to Reserve Your Position?
Lock in founding member priority queue status without risk. Your reservation deposit is completely protected under our clear two-path pledge.
100% Invoice Credit
If approved for beta access, every cent of your $49 deposit applies directly as an automatic credit toward your practice software subscription.
100% Instant Refund
If your firm is not accepted into the initial beta cohort, your $49 is immediately and automatically refunded to your original payment method.
🔒 256-Bit Encrypted Payment • Instant Confirmation • 72-Hour Application Decision
REFERRAL ACCELERATION
Move Up the Waitlist by Helping
Another Professional Discover Us
Every verified CPA, EA, or tax attorney who joins through your personal link advances your queue position instantly. Climb through milestone tiers to lock in zero-cost software months and permanent status privileges.
Referral links are automatically issued immediately upon waitlist confirmation.
TIER 01
1 Referral
1 Month Free + Priority Queue Jump
Advance 25 waitlist spots immediately. Receive 30 days of full platform access credited to your practice account upon onboarding.
TIER 02
3 Referrals
3 Months Free + Guaranteed Wave 1 Beta
Bypass the general queue entirely into Cohort 1. Includes 90 days complimentary platform access plus priority support routing.
TIER 03
5 Referrals
6 Months Free + Custom Client Portal Branding
Half a year of platform fees waived. Unlocks custom domain mapping and full firm co-branding on all client-facing interfaces.
TOP TIER PINNACLE
10 Referrals
Founding Partner Status + 1 Year Free
Permanent Founding Partner directory badge, quarterly product council seat, 12 months complimentary, and dedicated white-glove client migration.
ENTERPRISE WHITE-LABEL SUITE
Put CatSimba Behind
Your Brand
Present an institutional client portal entirely under your own domain name and visual identity. Your tax clients will only ever interact with your firm's custom interface - backed quietly by CatSimba's ledger automation engine.
- Dedicated custom subdomain (portal.yourfirm.com)
- Custom email dispatch, SMS alerts, and signature stamps
- Zero CatSimba co-branding or watermarks across client view
- Firm-wide color palettes, icon sets, and client onboarding links
$625 One-Time Setup Fee
Covers dedicated DNS setup, custom SSL certification, and custom brand asset configuration.
100% Converted to Balance
The entire $625 is instantly deposited directly into your firm's active platform usage credit.
18-Month Flexibility Window
Draw down your prepaid balance against active client volume and processing fees at your firm's own pace.
Net Zero Platform Expense: The white-label configuration carries zero sunk cost. Every dollar paid is immediately refunded as processing credit for your clients.
ONBOARDING PATH
Getting Started Is Simple
Three transparent steps designed to onboard your practice with zero disruption to active filing workflows.
01
1. Join
Reserve your founding firm spot in under two minutes with zero upfront payment or binding lock-in.
02
2. Apply
Submit practice details and filing volume requirements to determine cohort compatibility and custom setup needs.
03
3. Start
Receive your beta review decision within 72 hours and immediately begin frictionless practice integration.
TECHNICAL & LOGISTICAL SPECIFICATIONS
Your Questions, Answered
Clear, binding details covering tax mapping definitions, autonomous verification limits, data sovereignty, and founder program mechanics.
What specifically qualifies an account as 'Schedule C-Ready'?
Schedule C-Ready means every single transaction has been verified against native bank statements, cross-checked for dual-purpose categorization, and mapped directly to IRS Form 1040 Schedule C lines (Lines 8 through 27b). Unsubstantiated vendor payments over statutory thresholds are flagged with automated W-9 collection workflows prior to report lock.
Can the AI categorize or finalize transactions autonomously?
No. CatSimba adheres to strict practitioner-in-the-loop architecture. The AI surfaces confidence-scored suggestions and identifies recurring transaction patterns, but never finalizes, overrides, or locks a ledger balance without explicit professional confirmation.
How does the 100% reservation deposit refund policy work?
Your founding reservation deposit is held in segregated escrow. If you decide not to proceed following your 72-hour access evaluation, or if your firm's volume requirements are outside our current cohort scope, your full deposit is instantly refunded to your original payment method with zero deductions.
What is the 72-Hour Beta decision guarantee?
Upon receiving your firm's application and diagnostic questionnaire, our admissions committee delivers a formal onboarding decision within 72 business hours. If approved, your firm is allocated dedicated migration engineering bandwidth and guaranteed founding tier pricing.
How does CatSimba handle client data sovereignty and SOC 2 Type II compliance?
All client records and source files are encrypted in transit via TLS 1.3 and at rest with AES-256 zero-knowledge encryption. Our multi-tenant infrastructure isolates firm databases, ensuring zero cross-tenant model training on your proprietary tax workpapers.
Can our clients upload documents directly to our practice domain?
Yes. Every practice receives a fully white-labeled client intake portal with custom DNS mapping, firm branding, and custom subdomains (e.g., portal.yourfirm.com). Clients interact exclusively with your firm's visual identity.
How does the automated W-9 and vendor compliance workflow operate?
When the ledger detects cumulative payments to an unincorporated entity approaching statutory thresholds, CatSimba automatically generates a prepopulated digital W-9 request directly to the payee with tracking tied to that specific ledger line.
Does CatSimba integrate with existing general ledger and tax prep software?
CatSimba provides bidirectional sync with QuickBooks Online, Xero, and major tax preparation suites via standardized trial balance exports and direct API connectors, eliminating manual CSV manipulation.
What occurs when a client disputes or clarifies a categorized line item?
Our transaction-linked communication thread attaches client comments and receipt uploads directly to the underlying ledger row, creating an immutable audit trail without unorganized email chains.
Are electronic signatures legally binding under IRS guidelines?
Yes. Our integrated e-signature module complies fully with the ESIGN Act and UETA frameworks, complete with timestamped audit logs, IP capture, and tamper-evident digital certificates.
How is progressive tiered pricing calculated as our client roster expands?
Pricing operates on a decreasing marginal scale per active file. As your practice registers additional clients, the marginal cost per client drops automatically across published threshold tiers.
Is there a limit on concurrent team members or staff seats?
No. Founding member subscriptions include unlimited staff seats with granular role-based permissions (Partner, Senior Preparer, Reviewer, and Administrative Staff).
What level of priority support is provided during tax filing peak seasons?
Founding members receive direct Slack and Teams bridge access to senior technical account managers with a guaranteed sub-15-minute response SLA throughout Q1 and Q4 filing windows.
Can we export complete audit trails and source documents in one click?
Yes. The platform generates comprehensive workpaper packages in PDF/ZIP formats containing indexed source bank statements, linked receipts, communication logs, and signed authorizations.
What happens to our firm data if we ever choose to cancel?
You maintain full data portability. You can trigger a complete export of all raw ledger data, structured client files, and compliance logs at any time in industry-standard formats.
How long are founding member lock-in rates guaranteed?
Your founding per-client rate structure is grandfathered for the continuous operational life of your firm's account, completely exempt from future commercial pricing revisions.
Direct Practice Liaison
Have a specific multi-entity structure or custom migration workflow requirement not addressed here? Our technical team reviews architecture blueprints directly.
- Guaranteed 72-Hour Decision Turnaround
- Segregated Escrow Deposit Security
- SOC 2 Type II Encrypted Workflows
- Grandfathered Founding Practice Rates
FINAL INVITATION
Your Practice Needs a
Better Workflow.
Your clients do not need another messy spreadsheet or fragmented portal. Step into an automated, bank-to-report operating system designed exclusively for modern tax and accounting firms.
Exclusively for tax, accounting & bookkeeping professionals.
The dedicated operating architecture engineered exclusively for high-volume tax practitioners and accounting firms.
Notice: CatSimba provides workflow software and automation technology for professional tax practices. CatSimba is not a certified public accounting firm, legal practice, or investment advisory entity. Statutory compliance, client advisement, and final tax filing positions remain under the independent professional judgment of the licensed practitioner.
© 2026 CatSimba Inc. All rights reserved. Dedicated to professional tax practitioners and accounting leaders.
