For Advisors

Give your clients superpowers. Get better data in return.

Your clients pay for Fingro. You get the practice tools for free or low cost. When your clients use Fingro, they show up to tax season with organized data, categorized transactions, and uploaded documents — instead of the usual chaos.

Why CPAs Choose Fingro

Better clients, better data, better practice

Fingro works with CPAs, not instead of them. Your expertise combined with AI-organized data creates a better experience for everyone.

FINGRO

SR

CPA Dashboard

Sarah R. · Partner · 42 clients

Ask WelX

Client Engagement Metrics

+18% YoY
Jan
Feb
Mar
Apr
May
Jun

Practice cash pulse

$184k ▲ 4.2%

Client positions

Live · shared view
ClientNet WorthCash Flow
Chen Family$2.84M+$12.4k
Martinez LLC$1.12M+$4.8k
Okoye Trust$6.40M-$1.2k
Patel Household$980k+$6.1k

Document review

  • W-2 · Martinez LLC

    Queue · auto-filed

    Needs review

  • K-1 · Okoye Trust

    Queue · auto-filed

    Ready

  • 1099-B · Chen Family

    Queue · auto-filed

    Imported
How It Works

The model is simple

Your clients pay for Fingro directly. You send them an invitation via magic link. Once they sign up, you get access to their shared dashboard automatically. No awkward billing conversations. No cost to your clients beyond their Fingro subscription. You get organized data and a year-round relationship tool.

The Client Experience

  • Clients connect accounts and upload documents on their own
  • WelX organizes and categorizes their financial data
  • Clients stay engaged with daily WelX morning briefs

The Practice Experience

  • Invite clients with a single magic link
  • You see organized data on your CPA dashboard
  • Year-round visibility, not just during tax season
Integrations

Works with your tax software

Fingro exports client data directly into the format your tax software expects. No manual re-entry. No copy-paste errors.

Drake

CSV, Schedule D, 8949

Lacerte

CSV, Trial Balance

ProSeries

CSV, Tax line mapping

UltraTax CS

CSV, Tax line mapping

CCH Axcess

CSV, Tax line mapping

Supported export formats

Schedule C (Sole Proprietorship)Form 1120-S (S-Corporation)Form 1120 (C-Corporation)Form 1065 (Partnership)P&L, Trial Balance, Excel

Bulk client onboarding

  1. 1Upload a CSV to invite up to 50 clients at once
  2. 2Clients receive magic link invitations
  3. 3Auto-provisioned dashboards per client
  4. 4CSV transaction import (Amex, Chase, generic)

300+ IRS tax line mappings built in. WelX can preview, generate, and share exports with you — all from your client's chat.

Ready to transform your practice?

Start with the free Starter plan. Invite up to 10 clients and see the difference organized data makes during your next tax season.