Prest0n for finance and accounting firms
support research, document review, and scheduling so specialists can focus on analysis and client needs.
what Prest0n does here
- Prest0n researches questions and summarizes the findings, with sources.
- Prest0n reviews documents and summarizes statements, letters and notices.
- Prest0n proposes scheduled follow-ups and drafts client emails that wait for your approval.
- Prest0n builds reports and spreadsheets in your connected Drive.
what Prest0n does not do here
- no tax or investment advice.
- never moves client money.
- no filing of returns.
- a licensed professional reviews and releases the work.
what the open ROI report models
a small CPA firm and a small RIA practice, modeled for one Prest0n.
the modeled return
pricing
from $3,200 per Prest0n per month on a 12-month term, billed monthly; start free: a 14-day evaluation with $200 of work units, no card needed.