Investor overview / November 2026
A full-suite alternative for tax and advisory teams
AI built into the work. For accounting firms, registered investment advisors and in-house tax teams.
Practice management, workpapers, research and tax preparation in one product direction.
Tyler Briskin, EA · Founder, Crosstie
02 / Founder insight
The cost of disconnected tax work
One parent. More than 40 subsidiaries.
As the sole preparer on a private-equity engagement, I kept moving the same client information between documents, spreadsheets, workpapers and tax software.
The work belongs in one connected system.
For a solo practitioner, disconnected tools consume time and context. For a large firm, the same gaps multiply across preparers, reviewers and engagements.
Founder experience. 800 hours covers the full engagement, not measured savings.
03 / Product
Six modules. Shared workpapers. One connected platform.
| Module | Role in the suite | Current scope |
|---|---|---|
| Practice | Clients, engagements and firm workflow | Live; shared workpapers included |
| Tax | Return preparation tied to the engagement | In development |
| Assets | Asset and depreciation workflows | Live |
| Nexus | State filing research and review | Live |
| Accounting ERP | Accounting within the connected platform | Live |
| 5500 | Retirement-plan filing workflows | Full scope planned; DOL PATS testing remains |
Planned expansion: A Crosstie payment processor, alongside the six-module suite.
A full-suite replacement direction for Thomson Reuters and Wolters Kluwer, with a consistent interface and evidence connected to the work. Available coverage varies by module.
Product status updated November 7, 2026; founder-confirmed scope. Crosstie product and pricing.
04 / Why now
Firms of every size are rethinking their technology
Technology and AI change ranked as the issue most likely to affect firms over the next five years, across all six firm-size groups in AICPA’s 2026 survey.
The opening
Firms are evaluating how AI fits into established tax work. A better experience has to preserve review, evidence and professional control.
The test for Crosstie
Show that a connected workflow delivers enough value to justify adoption, migration and a recurring software budget.
Source: AICPA PCPS survey, June 23, 2026. 629 responses, collected April 20–May 22.
05 / Embedded AI
From source documents to reviewable work
- Read the sourceExtract proposed tax fields from PDFs and scans, with confidence and missing-information indicators.
- Keep the evidenceCapture K-1 statement boxes, codes and amounts with source-page references.
- Review the resultAccountants check suggestions, resolve exceptions and approve the work.
AI is part of the preparation workflow, not a separate chat window.
Extraction and source-reference functionality is implemented. Integrated customer workflow validation continues.
06 / Target customers
One platform for tax and advisory work
- Accounting firmsSolo practices and large firms managing client engagements, workpapers and tax workflows.
- Registered investment advisorsAdvisory teams bringing tax-focused work and supporting client information into a connected workflow.
- In-house tax teamsInternal teams organizing entity information, workpapers and tax review.
Simple intake and clear exceptions for a solo practitioner. Role-based access, assignments, review accountability and bulk workflows for larger teams. Scale and deployment readiness must be demonstrated.
07 / Early evidence
Built in practice. Evaluated by prospective buyers.
- Own-firm usePractice and workpaper features are used in the founder’s tax practice.
- Buyer conversationsThe founder reports that demo prospects describe Crosstie as a replacement for their existing software suite.
- Commercial next stepTurn those evaluations into paid, defined-scope pilots and recurring module subscriptions.
Pre-revenue; no paying software customers yet. Demo feedback is founder-reported and is not contracted demand.
08 / Crosstie pricing
A clear annual price for the firm’s software
Choose the modules you need. Expand into the suite.
| Module | Annual price, paid upfront |
|---|---|
| Practice | $1,999 per user |
| Tax | $3,999 per firm, including the first user; $2,999 per additional user |
| Assets | $1,999 per user |
| Nexus | $1,999 per user |
| Accounting ERP | $499 per user |
| 5500 | $499 per user |
Published annual pricing, November 6, 2026. Bundle discounts do not stack. Source: Crosstie pricing.
09 / Account economics
Recurring revenue grows with users and modules
| Users | Practice + Tax Duo 15% bundle discount | All six modules 20% Everything discount |
|---|---|---|
| 1 | $5,098.30 / year | $8,795.20 / year |
| 10 | $43,333 / year | $80,752 / year |
| 100 | $425,680 / year | $800,320 / year |
Land a module. Expand across the firm’s users and workflow.
Illustrative accounts at published annual prices, with the same user count across selected modules. Not contracts or revenue forecasts. Enterprise arrangements are quoted separately. Tax includes the first user at $3,999, then $2,999 per additional user. Discounts do not stack. Crosstie public product and pricing.
10 / Planned payment processing
Payment processing adds a second revenue model
Illustrative 40-firm scenario: $90m in annual card payments through Crosstie.
Illustrative contribution after partner share and platform fees, before other costs and taxes.
| Model assumption or calculation | Annual result |
|---|---|
| $1,000 average card payment | 90,000 transactions |
| Merchant 2.9% + $0.30, less partner 2.27% + $0.15 | $580,500 gross processing spread |
| 80% assumed Crosstie share of spread | $464,400 |
| $2,500 monthly platform fee | Less $30,000 |
Planned product. This assumes the full $90m processes as card payments. Firm revenue is not payment volume. Adoption, card/ACH mix, provider terms, losses and other costs will change the outcome.
Founder planning scenario, not customers, contracts or current revenue. Rates and share use Tilled’s published calculator and Scaling plan, checked November 7, 2026. No provider agreement or guaranteed result.
11 / Market opportunity
886,338 tax preparers. A suite-sized opportunity.
The IRS PTIN universe includes enrolled agents, CPAs and other professional preparers.
Practice + Tax
Annual full-adoption illustration
886,338 users × $4,248.30
Marginal annual user price after the 15% Duo discount
Expansion into all six modules
Alternative annual full-adoption illustration
886,338 users × $7,995.20
Marginal annual user price after the 20% Everything discount
These are alternative pricing-based scenarios, not additive markets, measured spend or forecasts. Firm components are excluded. The reachable share, module mix, discounts and adoption will differ; not every PTIN holder is a prospective buyer.
IRS statistics, September 1, 2026; Crosstie public product and pricing. Individuals, not firms. Overlapping credential groups are not added together.
12 / Competition
Replace suite budgets with a connected experience
Established providers have deep coverage and AI capabilities. Crosstie competes on the connected experience across the firm’s work.
| Product | Published pricing basis |
|---|---|
| Thomson Reuters UltraTax CS | Custom quote based on users, returns and states. |
| CoCounsel Tax Essentials | $1,300 per year for one user, before tax. Limited AI plan, not a full tax suite or Checkpoint Edge library. |
| Wolters Kluwer CCH Axcess | Tailored suite pricing. Selected small-firm Essentials packages publish prices. |
| Bloomberg Tax / legacy BNA | Tax Research and Income Tax Planner use quote-based pricing. |
Public benchmarks checked November 6, 2026. Products differ in scope, usage and terms; these are not comparable full-suite totals. CoCounsel online offer: one-year term, firms up to 10 users, 20 answers and 10 workspaces weekly. Sources: UltraTax, CoCounsel, CCH Axcess, Bloomberg Tax, Income Tax Planner.
Bloomberg Tax / legacy BNA is a research and professional-software benchmark, not a separate full-suite price comparison.
13 / Go-to-market
Land a useful workflow. Earn the wider replacement.
- EvaluateStart with accounting firms, RIAs and in-house tax teams handling complex, document-heavy tax work and repeatable K-1 tasks.
- Paid pilotDefine supported scope, representative documents, reviewer requirements and a paid evaluation.
- ExpandAdd users and adjacent modules as each team adopts more of the connected workflow.
Proposed pilot plan and success measures; not achieved pilot results.
14 / Founder and execution
Built by a practitioner who knows the work
Tyler Briskin, EA
Previously PwC and BPM LLP
Full-time founder building Crosstie around tax practice experience. Practice and workpapers are already used in the founder’s firm.
What comes next
Complete an integrated customer workflow, prepare team deployment and expand supported tax coverage.
Security, insurance and contracts support deployment readiness. Filing capabilities depend on applicable agency testing and approvals.
5500 readiness: Full scope is planned. Additional DOL PATS acceptance testing remains. The founder reports that the affidavit is signed; full-scope approval is pending.
Solo founder; self-funded to date.
15 / Proposed pre-seed
Proposed pre-seed: $200k–$250k
Fund customer deployment readiness and the path to paid pilots.
| First-year planning category | Founder estimate |
|---|---|
| Security, insurance and legal | $70k–$100k+ |
| One full-time engineer | $40k–$60k |
| Other operating costs | $30k–$50k |
| Total identified costs | $140k–$210k+ |
Capital supports a complete customer workflow, compliance preparation, insurance and contracts, then paid pilots and expanded product coverage.
Founder planning estimates, not vendor quotes. Excludes unresolved founder compensation, taxes and contingency; not a guaranteed runway. Security/legal includes a $20k–$30k SOC 2 audit, $40k–$60k annual insurance and $10k+ annual legal budget.
Tyler Briskin, EA · tyler@crosstietax.com