Your tech stack shouldn't cost more
than a staff accountant.
Replace Karbon, Canopy, the client portal Frankenstein, and the per-client fees with one owned stack tuned to how your firm bills, delivers and reports.
Your monthly SaaS bill, roughly.
Based on what firms your size usually pay. Your exact numbers come out of the free audit — but the shape rarely changes.
- Karbon / Canopy practice mgmt$2,400
- Client portal (SmartVault, Liscio)$900
- E-sign per-envelope fees$600
- Workflow / deadline trackers$800
- Per-client SaaS add-ons$1,400
- Analytics and reporting seats$700
Four owned apps. Year one.
Each app is custom to your firm, built on your infrastructure, owned in your GitHub. Every one replaces a SaaS tool you cancel when we cut over.
Branded portal with secure document exchange, e-sign, tax-organizer collection, and messaging — all in one place.
Workflow states per service (1040, 1120, audit, advisory). Automatic reminders, shared task pool, partner-ready status rollups.
Federal, state and client-specific deadlines mapped to every matter. Escalations by days-to-due. No surprises in March.
Time captured per engagement, fee types built in, invoice generation, realization reporting by partner.
Every quarter, one subscription gone.
CPA firms pay per client, per seat, per envelope, per module. It's a tax on growing. A firm we replace this stack for typically cuts $4k–$8k a month and stops negotiating annual renewals entirely.
Flat monthly. Never per-seat.
Twelve-month minimum. Month-to-month after that. You own the code the day we write it.
- Quarterly SaaS audit
- 1 product shipped per quarter (4/year)
- Unlimited changes to shipped products
- Hosting, backups, monitoring
- 99.5% uptime SLA
- Weekly 30-min call with named engineer
- Everything in Starter
- 2 products per quarter (8/year)
- Salesforce, QBO, Stripe, HubSpot integrations
- Dedicated success engineer
- Cross-app BI dashboard
- 99.9% uptime SLA
- Quarterly executive business review
- Unlimited products and velocity
- Private cloud or on-prem deployment
- Dedicated 2-person pod
- SOC2, SSO, audit logs, HIPAA BAA
- 24/7 on-call coverage
- Direct founder access
Answers.
01Is this AI-generated slop code?+
No. AI accelerates our engineers, it doesn't replace them. Every line of production code is reviewed and owned by a named senior engineer before it touches your infrastructure. You get their name and GitHub handle on day one.
02What happens if Clearloom disappears?+
You already have everything. From day one: GitHub organization ownership, database snapshots to your cloud, hosting credentials in your name. If we vanish, any developer on earth can pick it up — these are small, clean codebases, not platform mysteries.
03How fast does the first product ship?+
Two to four weeks from kickoff. First release lives on a staging URL by week two. We target every 90 days after that. If we miss the quarterly ship, that month is free.
04Can you integrate with what we already use?+
Yes — Salesforce, QuickBooks, Stripe, NetSuite, HubSpot, Gusto, Google Workspace. Most clients keep 3–5 anchor SaaS tools and replace the other 10+. We build the bridges.
05How is this different from a dev agency?+
Agencies sell projects with SOWs, fixed scope, and a huge upfront invoice. We sell a relationship. No SOW per app. No change orders. Four products a year and unlimited changes for one predictable monthly fee.
06Why $8,000 a month minimum?+
Below that, we can't afford to staff a senior engineer on your account and your savings wouldn't justify the switch. If your SaaS bill is under $5k a month, you're not our ICP yet. Come back when you've grown.
07Is our data secure?+
Infrastructure runs in your region. Encryption at rest and in transit. SSO on request. Daily backups. SOC2-aligned practices at Pro tier; formal SOC2 by end of year one. HIPAA BAAs available at Enterprise tier.
08Do we have to commit for 12 months?+
Yes for the initial term. It's how a managed service works — predictability both ways lets us invest in your stack. Month-to-month after that. Any time you leave, the code goes with you.
09Who decides what gets built next?+
You do. Each quarter we run a planning session, map your remaining SaaS pain to the next build, and get your sign-off. Nothing ships without your approval.
010What if we hate what you build?+
We iterate until you don't. Unlimited changes means we rebuild features inside the same month at no extra cost. That's the whole point of a managed service versus a project.
Audit my
SaaS stack.
Send your last three months of software invoices. We come back with a ranked kill-list and your real savings number — same day. Keep the one-pager either way.