Command Center

Free lead magnet. Analyzes crypto wallets across 11+ chains for tax complexity, DeFi activity, and bridge transfers.

Standard lead capture form. Collects wallet complexity, filing status, and crypto holdings. Feeds directly into the lead pipeline.

Conversational lead capture via Alex, your AI advisor. Guides prospects through a natural dialogue before submitting to the pipeline.

Live crypto tax advisor chatbot. Handles real-time prospect questions and converts interest into booked consultations.

Secure login for active clients. Document upload, advisor messaging, wallet views, and account profile management.

6-stage Kanban board — New Lead → Contacted → Consultation → Proposal → Won → Lost. Inline notes, 48h stale alerts, stats.

Full client roster with status tracking, revenue, portal access grants (🔑), and wallet analysis history.

Real-time rankings of unsupported chains users are requesting in the Wallet Analyzer. Guides which chains to add next.

New UI overhaul — Accountant portal with KPI cards, discrepancy engine, transaction view, and client portal section (Phases 1-4).