Helm started as the operating system we ran our own CPA firm on — one platform for every engagement, from the first onboarding email to the filed return.
Now we've built it for yours.
After decades of refining the way we serve clients, we realized the biggest constraint on the client experience was no longer our process. It was the software behind it.
We were paying more every year for a longer list of disconnected tools — none of which talked to each other, and none of which did what our firm actually needed.
So we stopped trying to piece together someone else's solution and built our own.
A white-labeled client portal at yourfirm.helm.tax — your branding, your pricing, your engagement language. Clients never see ours.
Upload last year's return PDF. Helm reads it and pre-fills Schedule E rentals, Schedule C activities, and the questionnaire — so the client confirms instead of recreating.
Your fee builds in front of the client as they fill the organizer. No invoice surprises — and the cost of disorganized records becomes obvious enough to clean up.
Configure your own engagement letters, onboarding packets, and questionnaires. Generated, sent, and e-signed without leaving Helm.
Project templates, status tracking, staff scheduling, PTO, and timesheets — the operational layer that runs the firm in the background.
One login instead of TaxDome, DocuSign, Jotform, SmartVault, and a CRM. Documents encrypted at rest, tenant-isolated, automatically backed up.
We believe AI will transform firm operations, and we're building it into Helm everywhere it creates real value. But we draw a deliberate line.
Tax preparation is ultimately a judgment business. The value of a CPA isn't data entry—it's recognizing opportunities, managing risk, and applying professional judgment. We don't believe replacing that with a model serves firms or their clients.
Where AI shines is everything surrounding the return: document collection, organizers, onboarding, reminders, and client communication. The repetitive work. The bottlenecks. The tasks that consume time without creating value.
That's where we focus.
Set up your firm in minutes. 30-day money-back guarantee.