Tax offices
Tax exposure leads every assessment. Build year-round client engagement instead of operating only during tax season.
White-label AI advisory · subscription
Your brand.
Our AI executive team.
Give clients, members, employees, or communities a branded portal with guided financial intake, AI analysis, an AI Twin benchmark, and an administrative team—all under your organization's name.
Start my partner applicationApplications are reviewed before any administrator account, subscription, or public portal is activated.
CPA firms
Add advisory revenue to compliance work and transform client information into actionable planning opportunities.
Insurance agencies
Surface protection gaps, key-person risks, legacy needs, and coverage opportunities through structured analysis.
Financial advisors
Deliver balanced assessment across multiple financial disciplines before the first advisor meeting.
Nonprofits & community organizations
Extend private financial-wellness tools to members, employees, congregations, and the communities you serve.
Partner pricing
Two ways to partner. Pay only for the clients who use it.
Community is for churches, nonprofits and employers offering BOSSMAKER to their members or staff. Advisory is for advisors, CPA, tax and insurance practices whose clients want the full assessment. Founders' pricing. Every plan starts with a 30-day free trial, with a step-by-step quick-start guide for setup and client invitations, and a 30-minute launch session with a certified BAMA on every Advisory plan. Ongoing BAMA support is included on Enterprise and available on Starter and Professional as BAMA Plus. You pay only for clients who activate their own account. Uploading your client list and sending invitations costs nothing. What you charge your clients is yours to decide.
Community
$99 a month
plus a monthly fee for each client with an activated account ($10 each for the first 50, $7 each for clients 51-250, and $5 each above 250), and a one-time setup fee of $150 to $1,500, confirmed when you are approved
- The free Essential Report for every client: where they stand and their key numbers
- The full report for any client, $99 once for 12 months of updated full reports: paid by the client, or sponsored by you
- Your own branded client portal: your name, logo, and colors
- Branded PDF reports with your logo on every page
- Guided financial profile and AI assessment for each client
- Medicare timeline with each client’s important dates
- Coverage Checkup page that sends interested people to you
- Register your own advisors, with license verification
- Upload your client list and send invitations
- Secure messages between clients and advisors
- A 30-minute launch session with a certified BAMA; ongoing BAMA support on Enterprise or with BAMA Plus
- Your clients stay yours: no other organization can see, contact or market to them
- Rename the AI team to fit your brand
What your monthly bill looks like on Community
| Activated clients | Community |
|---|---|
| 10 | $199 |
| 50 | $599 |
| 100 | $949 |
| 250 | $1,999 |
| 500 | $3,249 |
- Volume pricing on Community: $10 each for the first 50, $7 each for clients 51-250, and $5 each above 250. The rate drops as you grow.
- On Advisory, the monthly fee covers a set number of client households; each one above that is $25 a month.
- Churches and nonprofits get 25% off client fees with proof of status: your EIN and IRS determination letter, sent from your Billing page. A church without a letter can confirm its status instead.
- A client counts once they activate their own account, not when you upload or invite them.
- Your client count is taken once a month, on your billing date.
- Your first 30 days are free. Your card is charged the setup fee and first month when the trial ends; cancel before then and you pay nothing.
- You pay by card through Stripe. Cancel any time from your Billing page; your access runs to the end of the month you paid for.
- Individuals who join BOSSMAKER directly, without a partner organization, start free with their Essential Report online, and can buy the full report or become members; your clients never pay BOSSMAKER for an account.
- Full details are in the Subscription Terms.
Advisory
$599 a month and up
Starter $599 with 20 client households · Professional $899 with 30 client households · Enterprise $1,500 with 50 client households. Founders' rate for the first 50 companies: Enterprise is $1,250 a month for your first 12 months. Each household above that is $25 a month, plus a one-time setup fee of $150 to $1,500. Everything in Community, plus:
- The full report for every client, updated as their life changes
- Business assessment and report
- Financial Digital Twin
- Monthly Client Care
- Ongoing BAMA relationship
- Broker and employer benefits
Powered by BOSSMAKER
Build your firm's client platform without building an AI company from scratch.
Apply for review, receive a secure administrator invitation, then configure your brand and activate your approved workspace.