Accountant & CFP® Suite
Comprehensive student loan advisory portal for CPAs, CFPs, and wealth planners. Manage client IBR intakes, import existing borrower portfolios, and automate annual IDR recertifications.
Test drive our client roster, annual IDR recertifications, and IBR intake with sample clients before signing up.
Managing Advisor: — •
Practice Intake: /borrower?firm_id=...
Client IBR Portfolio Roster
Monitors annual Income-Driven Repayment (IDR/IBR) recertification deadlines, tracks servicer schedules, and triggers proactive alerts.
| Client Name & Contact | Student Debt | Primary Servicer | Active IBR Plan | Recertification Deadline | Compliance Window | Actions |
|---|---|---|---|---|---|---|
| Loading client roster... | ||||||
Invite Client for Student Loan IBR Intake
Dispatches a secure, encrypted link for your client to upload their federal student aid file (NSLDS/StudentAid.gov) and evaluate their optimal statutory repayment options.
Direct Client Intake Link
Share this personalized link in your onboarding emails, client intake packages, or on your practice website. Any client who completes an evaluation via this link is automatically attached to your roster.
Practice Branding & Advisor Credentials
Customize the branding and professional designations that appear on your client-facing intake portals and annual recertification reminders.
Account Security & Two-Factor Authentication (2FA)
Protect confidential client tax documents, adjusted gross income data, and IBR recertification filings with standard TOTP two-factor authentication.
Advisory Subscription & Licensing
Choose between Pay As You Go per client evaluation or unlimited annual recertification subscription plans.
Ideal for occasional student loan client reviews without ongoing monthly commitments.
- ✓ Full IBR / IDR statutory calculation
- ✓ StudentAid.gov file ingestion
- ✓ Basic annual deadline tracking
- ✓ Client or firm pays at intake
Designed for individual CPAs & CFPs managing up to 15 student loan clients per month.
- ✓ 15 Client Intakes included monthly
- ✓ Automated annual recertification alerts
- ✓ Practice branding & custom portal
- ✓ Client portfolio import & sync
- ✓ Standard email support
For wealth advisory firms and accounting partnerships with multiple advisors.
- ✓ 50 Client Intakes included monthly
- ✓ Multi-advisor seats & shared roster
- ✓ Automated email reminder dispatch
- ✓ White-label client intake portal
- ✓ Priority advisor phone & chat support
For regional RIA firms, family offices, and national wealth advisory networks.
- ✓ Unlimited Client Intakes
- ✓ Unlimited advisor & staff logins
- ✓ Custom CRM & portfolio integrations
- ✓ Dedicated account director & custom SLA
🔄 Annual Income Recertification
Update Adjusted Gross Income (AGI) and family size to recalculate the client's statutory IBR monthly payment and advance the recertification cycle by 365 days.