1
Day 0
Request access and set up a simple profile for your situation.
How it works
From first numbers to a steady estimate
A short path designed to feel light — bring what you already have.
2
Day 1
Enter income and deduction details into the worksheet.
3
Days 2–4
Review AI suggestions and adjust lines until they look right.
4
Week 2
Save scenarios and export a summary if you want a second look.
Support during your trial period
When you request access, an Austin guide can help you set up the worksheet and read your first estimate draft — at an easy pace.
- Short kickoff call
- Help organizing common income lines
- Follow-up after your first estimate
- English guidance materials
Kickoff30 min
Worksheet setupGuided
Estimate reviewTogether
TimezoneCT
Start your trial period
Request access when you are ready.