The operations layer for one‑operator firms.
Flat-fee, AI-first operations layer for solo accountants and small professional service firms. Portal, e‑sign, AI document intelligence, reminders, KYC/AML checklists, and invoicing — bundled for the solo accountant, bookkeeper, tax preparer, or small firm that today runs on QuickBooks, Stripe, DocuSign, and email.
Starting around $99/mo flat — no per‑seat, no per‑document upsell, no “enterprise tier required.”
One surface for the work that used to live across five tabs.
Plumbmark replaces the patchwork QuickBooks · Stripe · DocuSign · Gmail with a single firm's worth of tooling — built for the solo operator, not a 200‑seat enterprise.
- 01
Client portal & e‑sign
Secure upload, branded e‑signature, and status tracking — the part Clio and PracticePanther price out of a solo budget.
- 02
AI document intelligence
Reads returns, contracts, KYC packets. Extracts fields, flags anomalies, drafts engagement letters for review.
- 03
Compliance runbooks
Jurisdiction‑aware checklists for KYC, AML, IRS filings, and state‑bar requirements — surfaced before they become a fire.
- 04
Invoicing & light reporting
Flat‑fee invoicing, payment collection, and a one‑page client report that replaces the email‑plus‑spreadsheet cadence.
The numbers your client sent, extracted — and double‑checked.
Drop a 6‑month P&L, a stack of W‑2s, or a contract into Plumbmark. The model lifts the figures, drafts the engagement letter, and surfaces the variance you actually need to call out — instead of dumping a generic summary back into your inbox.
- Anomaly flags tied to the line item, not buried in prose
- Variance vs. prior periods, with the months that drove it
- Engagement‑letter generation, ready for review & e‑sign
Flagged line Refund — invoice 04881 (duplicate) surfaced automatically; retrace and approve before close.
The number doesn't grow when you do.
Plumbmark is priced for solo operators and small firms today — with usage add‑ons (white‑label reports, expanded AI credits) for the day you do grow. Pricing is around $99/mo to start, with no per‑user surcharge and no per‑document nickel‑and‑diming.
Compare with Clio / PracticePanther — and with the high‑end AI bookkeeping suites that price out anyone without a 10‑person back office.
- Client portal + e‑signature (unlimited seats)
- AI document intelligence (generous allotment)
- KYC / AML / IRS / state‑bar runbooks
- Engagement‑letter generation, in‑product
- Invoicing + payment collection
- QuickBooks Online · Xero · Gmail · Outlook sync
- Audit trail + anomaly flagging on intake
- Optional add‑ons: white‑label reports, extra AI credits
Built for the firm of one. Priced for the firm of one.
We're onboarding a small first cohort of solo U.S. tax and bookkeeping operators. If that's you — or you'd like to talk adjacent small‑firm verticals — write plumbmark-u07h6r@polsia.app.
Privacy & data handling
Plumbmark stores uploaded returns, contracts, and engagement packets in the U.S., segregated per firm. Document intelligence calls do not train third‑party models on your client's records. A SOC‑2 path is on the roadmap.
Security posture
Per‑request CSP nonce, headers‑level hardening, single‑tenant encryption at rest, and audited access to client records. Questions? Write plumbmark-u07h6r@polsia.app.