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Read MoreWealth Management Platform for CPAs & Tax Advisors
Turn seasonal tax relationships into year-round wealth management collaboration. for CPAs & Tax Advisors
Strad brings CPAs and tax advisors into the same secure wealth management environment as their clients' RIAs, attorneys, and insurance professionals — creating a more coordinated view of the client relationship.
SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
Built for CPAs & Tax Advisors Working Across the Client's Financial Life
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In Market Since 2016
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Dedicated Client Success & Onboarding Support
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Integrates with Pershing, Schwab & Plaid
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Secure Permission-Based Client Portal
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Reg BI Documentation Built In
Getting Started
How CPA Collaboration Works on Strad
You don't need to sign up separately or manage another account. Here's how it works.
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Your client's advisor invites you in
The RIA managing the household adds you directly to their shared workspace. No forms, no separate purchase on your end.
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You see what's relevant to your role
Permission-based access means you see the household's tax-relevant financial activity, documents, and account data, not the advisor's full client book.
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You collaborate in real time
Questions that used to mean a phone call or email chain now happen inside the same shared file the advisor, attorney, and insurance professional are already using.
How Strad Works for You
The Wealth Management Platform Built for CPA Collaboration
Expand Your Advisory Reach
Turning Seasonal Clients Into Year-Round Relationships
Strad gives CPAs a seat inside their clients' wealth management team, not just a folder of documents every April. You see what the RIA, attorney, and insurance professional see, so tax strategy gets built into the plan instead of reacting to it after the fact.
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See the full financial picture
Account aggregation shows client assets and activity you'd otherwise never see until it's on a return.
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Get pulled into more households
Being embedded in the client's wealth management team naturally extends your reach to their family members and business entities.
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Strengthen your referral network
Direct collaboration with RIAs, attorneys, and estate planners turns one-off referrals into ongoing relationships.
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Stand out to prospective clients
Wealth-management-integrated tax planning positions your firm above compliance-only competitors.
Deepen and Retain
Real-Time Visibility for Better Client Outcomes
For established firms, Strad removes the back-and-forth of chasing documents and outdated statements. You get a live view of the household's financial position, coordinated with everyone else already advising them.
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Reduce document chasing
Permission-based access replaces email attachments and portal logins.
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Improve planning accuracy
Real-time account data reduces errors in tax projections and estimated payments.
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Coordinate with the full advisory team
Work directly with the household's RIA and attorney so estate, investment, and tax strategy stay aligned.
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Shift from annual to advisory
Move conversations from "return prep" to proactive tax strategy, backed by visibility you didn't have before.
Protect Client Relationships
Continuity for You and the Households You Serve
Client relationships built on document exchange alone are fragile. Client relationships built on year-round collaboration are not.
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Reduce attrition risk
Clients embedded in a broader advisory ecosystem are less likely to leave during a transition — theirs or yours.
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Enable clean handovers
A successor CPA sees full household context immediately, without reconstructing history from old files.
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Protect referral relationships
Continuity with the RIA and attorney on the account preserves the trust that built the relationship in the first place.
Security & Compliance for Tax Advisors & CPAs
As a financial advisor, your clients aren't just trusting you with their money
They're trusting you with sensitive information about financial assets, business records, insurance policies, and family governance structures. Information that, in the wrong hands, doesn't just cost money, it ends relationships.
Strad is SOC 2 Type 2 certified. Every security control, data privacy, encryption, access management, operational integrity, is independently audited. Not once at launch. Continuously.
Some CPAs are asking whether they can just manage client collaboration through Claude or ChatGPT instead. The answer starts here: no general-purpose AI tool has undergone SOC 2 Type 2 auditing, and "I used an AI assistant" is not a documented advisory workflow.
SOC 2 Type 2 Audited
Ongoing independent auditing of all controls.
Permission-Based Access
Clients and professionals see only what they need.
Multi-Factor Authentication
Mandatory MFA for all platform access.
Bank-Level Encryption
Data secured in transit and at rest.
No Data Selling
Your client data is never shared or monetized.
Dedicated Client Environments
No cross-contamination between client data.
Where Strad Fits in Your Tech Stack
The intelligent layer that connects your tools and elevates your client experience
The Intelligent Connection Layer
Tasks
Workflows
Documents
Client Portal
White-Label
Reports
Collaboration
Vault
Strad provides a 360° view
Custodian Tools
Schwab, Fidelity, Pershing
CRM Tools
Salesforce, Redtail, Wealthbox
Planning Tools
MoneyGuide, eMoney, RightCapital
Reporting Tools
Orion, Black Diamond, Tamarac
Frequently Asked Questions
Frequently Asked Questions for CPAs & Tax Advisors
Learn how Strad helps CPAs and tax advisors collaborate with clients and other professionals in one secure wealth management environment.
Will CPAs actually use another platform during tax season, or is this one more login?
CPAs are more likely to use Strad when it reduces work instead of adding another task. By providing a secure place for client documents, financial information, advisor collaboration, and automated workflows, Strad can reduce back-and-forth communications between advisors, clients, and other professional advisors, especially during tax season when these information exchanges take priority.
How do I get access to Strad if I’m not the one who signed up?
Strad is permission based. If you have a client that is already using Strad, you will be invited to join. After you are invited to participate on the platform, you will create your login and then be granted permission-based access to your clients’ household information, tax-related documents, and collaboration areas within the Strad platform.
Does this replace my existing document-sharing tools with clients?
Not necessarily. Strad can complement or streamline the tools you already use by providing a secure, organized space connected to the client’s financial household. Your firm can determine whether to continue using existing tools or consolidate certain document-sharing activities within Strad.
How is client data protected if multiple professionals have access?
Strad uses role-based permissions so each professional sees only the information authorized for them. Encryption, multi-factor authentication, secure cloud infrastructure, and independently audited SOC 2 Type II controls help protect client data while allowing collaboration among advisors, CPAs, and attorneys.
Can this help me get more referrals from the RIAs I already work with?
Yes. Strad gives authorized CPAs and attorneys a secure, organized way to collaborate around shared clients, reducing scattered emails, duplicate requests for information, and communication gaps. This can strengthen professional relationships and create more natural opportunities for referrals. Strad supports the referral process, although it cannot guarantee referrals.
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Your brand. Your advisors. Your families. All operating in one connected ecosystem.
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SOC 2 Type 2 Compliant
Bank-Level Encryption
Dedicated Support
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