Logos sends you clients who already understand their situation — so you can focus on the work that matters.
Your clients show up unprepared. You spend the first hour explaining basics, reviewing disorganized documents, and trying to piece together their situation. Then you rush the strategy because the meeting is almost over.
What if they arrived with a strategy playbook, organized documents, and a clear picture of their tax situation?
Clients Arrive with Context
They've already analyzed their return. They know their numbers. They have specific questions, not confusion. You skip the basics and get straight to strategy.
Strategy Is Pre-Surfaced
The Enchiridion playbook shows recommended strategies with implementation steps and legal references. You review the brief and execute — instead of building the analysis from scratch.
The Ledger Keeps Everyone Honest
Every strategy implementation, every filing, every interaction is recorded in a permanent timeline. Full accountability, both ways. No more “I thought you handled that.”
Get matched with business owners who need your specific expertise. Clients on Logos find CPAs filtered by specialization — S-Corp elections, real estate, multi-state filing, retirement planning. They send engagement requests with full context attached: their Enchiridion playbook, their documents, their Ledger history.
You review their profile, accept or decline, and start working with a client who already knows what they need.
The Freedom Principle
Business owners can change CPAs at any time. Access is explicit, revocable, and scoped. This isn't a threat — it's an incentive. CPAs who deliver great work keep great clients. The relationship is earned, not locked in.
A separate application built specifically for tax professionals and their firms.
We're onboarding firms for early access. Reach out to learn more.
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