Start with the solution you need. Build more value with every eligible purchase.
We're bringing your software costs closer to $0 — and helping you create new streams of income.
Reduce eligible technology expenses through Founding 100 promotional credits, then grow your practice with white-label bookkeeping, vendor compliance services and affiliate opportunities.
Software is not universally free. Credits require eligible qualifying purchases and program approval; revenue is not guaranteed.
One MyPowerly subscriber account connects professional software and services. Explore paid offers or start with available free tools. Qualifying Founding 100 members may earn Compliance Credits subject to program terms.
Earn up to 100% of your qualifying payment back in Compliance Credits.
Dollar-for-dollar credit value: First-cohort members can earn 100% in credits and choose how to use those earned credits across eligible offerings from our five categories, individually or in combination, at their discretion.
Credits are not a cash refund or cash-back payment. The first 25 qualifying members earn credits at 100%; the next 25 at 75%; and the final 50 at 50%. All earned eligible credits redeem at 100% of face value. Redemption is subject to program terms, including no redemption against the same originating product or service.
Join our Partner / Affiliate Program to earn potential referral income, or offer eligible white-label solutions under your own brand to build another revenue stream. Program eligibility, pricing and compensation terms apply; earnings are not guaranteed.
Founding 100 earning tiers
Credits earned on qualifying cash paid
Credits earned on qualifying cash paid
Credits earned on qualifying cash paid
All earned eligible credits are redeemable at 100% of face value, dollar for dollar. Actual cohort availability is not connected to a live enrollment database in this prototype.
One audience. Five independent ways to begin.
No practice-management subscription is required to purchase another available offering.
Founding 100 enrollment
A qualifying paid subscription is required to participate in the founding program. Application details can be entered before checkout; a qualifying subscription payment is collected before professional verification and guided onboarding. This prototype does not collect payments. All five offerings are currently in beta.
One complimentary month
Exactly one complimentary month total per qualifying paid subscriber, for onboarding/migration only. Monthly: pay 1, access 2 months. Annual: pay 12, access 13 months. Refer professionals, earn eligible partner rewards and improve provisional waitlist priority.
20 complimentary VA hours
For the first 100 paid subscribers (monthly or annual), up to 20 hours of offshore virtual-assistant onboarding/migration assistance within 30 calendar days of successful payment/account activation, subject to scheduling and agreed scope.
Compliance Credits expire 12 months after issuance. Credits cannot be used to renew the same service that generated them. They are not cash refunds. Eligibility and offer-specific restrictions apply.
Recommend useful software. Build a referral income stream.
Join the MyPowerly partner and affiliate ecosystem and introduce tax, accounting, and bookkeeping professionals to products that fit their practice.
How the opportunity works
1. Join
Apply for the PartnerSimba affiliate program and review the approved terms, tracking, and eligibility.
2. Introduce
Share relevant products with professional colleagues using authorized referral links and compliant messaging.
3. Earn when eligible
Qualifying referred purchases may generate affiliate rewards under the separate affiliate commission rules.
Why partners may like this
- Promote multiple independent solutions to one familiar professional audience.
- Recommend a specific product rather than requiring a complete practice software migration.
- Use PartnerSimba for the affiliate relationship and reward tracking, when enabled.
- Keep affiliate rewards separate from Founding 100 Compliance Credits.
Interested in becoming a partner?
Request the official affiliate terms and onboarding information.
Your brand. Your client relationships. Your pricing.
Offer eligible MyPowerly software to your clients under your own firm identity. Build a recurring service or software revenue stream while retaining control of your client-facing package and markup.
White-label opportunities
CatSimba
Professional-only bookkeeping, with your own client-facing branding and markup.
VendorSimba
Offer W-9 collection and vendor compliance under your own brand.
LeadGen Widget
Turn participating business clients’ websites into an ongoing network of accounting-firm brand visibility and potential leads.
Extra Charges Apply
Pricing: Contact the MyPowerly Sales Team.
Illustrative calculator only. Actual eligibility depends on settled qualifying purchases and active subscriptions.
Build your own packages — profit calculator
Bundle Our Products Into Your Own Service Offers — choose your retail pricing and see the estimated gross profit in US dollars.
Choose CatSimba, VendorSimba, or both. Enter the number of paying clients and your additional selling amount in USD (from $0 to $300, in $10 increments). Compare potential monthly and yearly revenue, costs and gross profit.
How dollar-based pricing works: Estimated retail price per client = allocated MyPowerly platform cost per client + your selected USD additional selling amount (in $10 increments). Platform cost includes the chosen base subscriptions and estimated client/usage overages. One active VendorSimba vendor or successful W-9 collection is assumed per paying client each month for this illustration. The yearly projection assumes the same paying clients and usage for 12 months. This is illustrative gross profit, not net profit or guaranteed earnings: excludes your labor, support, marketing, taxes, transaction/gateway fees, and other expenses. Annual CatSimba billing requires annual prepayment. White-label eligibility still requires $750 in qualifying purchases per 12 months; that is not an extra branding fee and is not added as an expense here. Real eligibility, product entitlements, and pricing must be verified at checkout.
How white labeling can work
Choose a solution
Select an eligible MyPowerly product that complements the services your firm already delivers.
Present your brand
Use supported firm branding and client-facing experiences, subject to the selected product and plan.
Set your retail offer
Bundle software with your own bookkeeping, tax, or advisory services and choose your client-facing price and markup.
Why CatSimba is an especially strong fit
CatSimba is sold exclusively to tax, accounting and bookkeeping professionals—not directly to small-business owners. Your firm can use it to organize clients' cash-basis records, prepare Schedule C-ready workpapers, and offer an appropriately branded service to clients.
- Position your firm as the provider of the client-facing service.
- Set your own markup for the services and software access you resell.
- Support multiple clients through one professional subscription, subject to plan limits.
- Retain the professional relationship rather than competing with the software vendor for your small-business clients.
Start building a branded offering
Compare eligible solutions and request white-label onboarding details.
LeadGen Widget — Client Website Advertising Network
Turn Your Clients’ Websites Into a Continuous Source of Advertising for Your Accounting Firm.
Install authorized, firm-branded W9 Data Collection and Vendor Compliance widgets on participating business clients’ websites. Vendors can submit requested documentation while visitors can discover your firm's services.
Extra Charges Apply · Pricing: Contact the MyPowerly Sales Team.
How the advertising network works
- Professional enrolls business clients and obtains website installation authorization.
- Install a secure embeddable W-9 / compliance widget on each participating business website.
- Display the accounting firm’s configurable name, logo, promotional text and link, separately from secure vendor submission.
- Track authorized widget impressions, promotional clicks and attributable leads without exposing vendor documents.
Two placements: your own accounting firm website; and, more importantly, your participating business clients’ websites.
Illustrative vendor-facing widget
Vendor Registration & W-9 Submission
Are you a vendor or independent contractor working with this business? Submit your W-9 and required compliance documents securely online.
Powered by [Accounting Firm Name]
Need help with bookkeeping, accounting, tax preparation, or vendor compliance?
Partner opportunity
Complements affiliate referrals, white-label resale, website widget distribution, and managed compliance services. Existing non-stacking and white-label eligibility rules continue to apply.
Marketing results depend on client website traffic, placement and engagement; no lead or revenue guarantees.
LeadGen Widget · Subscriber Dashboard
Illustrative demonstration data only — production metrics must use actual tracked, privacy-compliant activity.
Advertising & Compliance Performance
Client websites displaying your branding
Widget views this month
Tracked visits to your accounting firm's website
Illustrative attributable leads
Advertising performance
Widget views, promotional impressions, clicks, click-through rates and leads by authorized client website.
Estimated advertising value: show only when an explicit CPM benchmark is selected; never classify an estimate as revenue.
Compliance subscription revenue
Illustrative monthly compliance subscription revenue — separately measured from advertising activity and estimated ad value.
Installed client websites
| Authorized website (example) | Widget views | Promotional clicks |
|---|---|---|
| client-a.example | 2,400 | 12 |
| client-b.example | 1,750 | 8 |
| client-c.example | 1,200 | 6 |
No confidential W-9 data is used for advertising analytics. Subscriber sees only its own authorized network.
Your AI. Your Key. Your Choice.
Use MyPowerly with AI switched off, or connect your own supported AI provider API key when you choose. Manual workflows remain available.
AI is optional and off by default
Use regular document, bookkeeping and practice management workflows without enabling AI.
Bring Your Own Key (BYOK)
Connect supported provider credentials through a secure production configuration. Provider usage fees are separate. Never enter a real key into this demo.
AI assistance, not autonomous tax advice
Potential features include draft summaries, document extraction, categorization suggestions and administrative assistance. Tax professionals review and approve results.
Protect taxpayer information
Access controls, provider permissions, confidentiality safeguards and applicable IRC §7216 requirements govern data sharing.
Illustrative configuration
AI disabled (default). No key is stored.
Five Ways To Begin
Select an offer to see its full value proposition, features, pricing status, founding incentives and next step. Explore each offering and follow its applicable enrollment, verification and onboarding steps. Qualifying paid founding subscribers receive one free month and up to 20 complimentary VA hours for onboarding/migration.
Published pricing across the five offers
Tax Practice Management
Starter from $3/seat/month billed annually (3-seat minimum; $108/year). Professional $6/seat/month and Practice $10/seat/month are proposed tiers. Interactive seat and client-capacity estimator on the product page.
CatSimba
From $17.99/month billed annually, includes up to 25 clients (approximately $0.72/client/month at full capacity).
SignSimba
Free beta plan: $0 with 1 sender, 1 workspace, 100 documents. Unlimited $3/user/month and Business $5/user/month, billed annually (3-user minimum).
VendorSimba
W-9 Collection from $5/month; Complete Compliance from $10/month; each starts with 25 included units, with $0.25 per additional unit. White label: $0 extra when eligible.
Professional Services
Offshore VA $12/hour; Live Chat (Platform-Only Support) $100/month; Live Chat Complete $1/hour (usage-based; applicable scope and charges disclosed before purchase).
All products: Apply / Enroll. Application may begin before checkout; qualifying paid enrollment requires payment before professional verification and onboarding. One complimentary month only upon qualifying paid activation; Up to 20 complimentary onboarding/migration VA hours for the first 100 qualifying paid subscribers.
Compare the five offerings
Choose a solution based on the immediate problem you want to solve. Product availability must be verified before public launch.
| Offering | Best for | Core value | Pricing status | Action |
|---|
Founding 100 Compliance Credits
Estimate potential credits after $750 cumulative eligible cash purchases in a rolling 12-month window. No credits issue below the threshold. This calculator does not assign an actual cohort or issue credits. Credits expire 12 months after issuance and cannot renew their originating service.
Cohort sizes and earning rates can be changed by authorized administrators under versioned program rules.
Redeemable face value of earned eligible credits: $215.88
100% redemption of earned eligible credits; no additional percentage redemption cap at launch.
Founding 100 · Professional Application
Apply to unlock Founding 100 opportunities, professional-only benefits, referral priority and potential qualifying purchase credits. This demo stores nothing remotely and sends no emails.
Why Apply for Founding 100?
Earn eligible promotional credits
After $750 in qualifying purchases within a consecutive 12-month period, credits are calculated retroactively on purchases contributing to that threshold at your Founding 100 cohort rate (100%, 75%, or 50%). Credits cannot pay for the originating purchase or renew the same service.
Free W9 Widget - The Money Maker
Complete your professional application and verification to qualify for the free widget reward.
Referral waitlist priority
You and a referred peer can each move 10 places when that peer signs up and successfully completes professional verification, subject to program rules.
Affiliate & partner opportunities
Opt into affiliate commissions without buying a subscription, and explore eligible white-label offerings.
Applying is free. Benefits depend on verified eligibility and available positions; $750 is not a minimum subscription purchase.
Your professional practice
After you apply
Application → email verification → professional verification → eligibility review. Explore eligible offers and optional affiliate participation. No purchase required to apply.
Professional verification & referral status
Local demonstration only. No real messages, account lookups, queue positions or rewards are issued.
Your nominated peers
Professional verification
Three independent peer nominations requested; independent credentials and human review can provide an alternative path. Invited peers can optionally apply themselves.
Referral priority
Qualified referral events may improve provisional waitlist priority if the rules are approved. They do not displace confirmed paid cohorts.
Verified peer referral rewards
When a referred professional applies and is successfully verified using at least three professional peers, both the referring applicant and the newly verified peer advance 10 positions on the provisional waitlist, subject to queue boundaries and fraud checks. Verification peers and referral attribution are separate roles.
This prototype cannot verify referrals or change actual queue positions.
choose an offer and review eligibility
Prototype form only. It does not submit information to MyPowerly or a CRM.
Accept ACH, Credit & Debit Cards — With More Choice and Control
Coordinate client payments across 11 advertised payment gateways and 4 payment vault integrations through RevSimba. Connect eligible merchant accounts, send payment links, collect invoices and support recurring billing where available.
11 Payment Gateways
Previously named providers include CPACharge, Stripe, PayPal, Moov.io, Paysafe, NMI, Paddle, Swell, Lemon Squeezy, Checkout.com, Adyen and Wise. Worldpay was also mentioned in an earlier planning discussion.
The historical provider inventory contains more than 11 names and includes services with differing roles. The official 11 production-ready integrations and individual payment-method support require technical confirmation before public publication.
4 Payment Vault Integrations
Basis Theory · Spreedly · VGS (Very Good Security) · PCI Vault
Compatible vaults can tokenize and protect payment credentials, support authorized recurring payments and reduce dependence on a single gateway. Availability and portability depend on integrations and provider rules.
What Is Payment Orchestration?
Payment orchestration is a unified way to coordinate payment requests, provider selection, authorization, transaction status and supported follow-up operations across multiple connected gateways. MyPowerly coordinates the workflow; the selected licensed payment provider handles processing and settlement.
1 · Payment request
A client receives a payment link, invoice or accepted proposal.
2 · RevSimba orchestration
Supported rules and merchant configurations determine the eligible payment method and gateway.
3 · Gateway & settlement
The selected provider processes the payment and returns status for tracking and reconciliation.
When orchestration helps
Gateway interruption
Route a new eligible transaction through a configured backup provider when supported. Do not automatically retry ambiguous transactions without duplicate-charge controls.
ACH versus cards
Offer bank payments for larger invoices and cards for other transactions, subject to provider support.
Multiple client businesses
Manage permitted payment workflows for multiple businesses while each retains its own merchant relationship.
Proposal → signature → payment
Connect a customized proposal, optional SignSimba signature and authorized RevSimba payment.
Why Payment Vaults Matter
- Recurring payments: reusable authorized tokenized credentials where supported.
- Gateway flexibility: potential portability across compatible providers, subject to consent and token rules.
- Security: reduce direct handling of sensitive card details; PCI obligations still apply.
- Continuity: reduce disruption when a merchant changes an eligible payment processor.
Buy Now — Choose a MyPowerly Offer
Select one of five paid offerings. This interactive prototype does not process payments.
Tax Practice Management
Starter from $3/user/month billed annually; 3-user minimum ($108/year).
CatSimba
From $17.99/month billed annually; includes up to 25 clients.
SignSimba
Paid plans from $3/user/month billed annually, 3-user minimum.
VendorSimba
W-9 from $5/month; complete vendor compliance from $10/month.
Professional Services
General VAs $12/hr; Skilled $18–$22/hr; Advanced Specialized $23–$27/hr.
Select & Purchase opens the product detail in this prototype; live checkout is not connected.
Four ways professionals can grow with MyPowerly
Affiliate participation is open to verified professionals without a subscription or $750 purchase. Commission percentages are intentionally unpublished pending approval.
Refer & Earn
Recommend MyPowerly products through PartnerSimba. Earnings and payout conditions to be approved.
Brand & Resell
Your Brand. Your Packages. Your Prices. Your Profits. Bundle eligible CatSimba and VendorSimba functionality into your own service packages.
Embed & Grow
Free money-generating website widget with free installation help for the first 100 waitlist registrants.
Manage & Profit
- W9 Data Collection and Vendor Compliance — manage vendor onboarding and recurring compliance for business clients.
- CatSimba — offer cash-basis bookkeeping, transaction organization and Schedule C-ready workpapers.
- Become an affiliate of our products, including SignSimba.com, and earn eligible referral commissions.
White-label eligibility requires $750 cumulative eligible cash purchases within rolling 12 months plus qualifying subscription coverage; it does not unlock Standard-only features. Affiliate commissions and Founding 100 credits do not stack on the same transaction.
Start Free. Serve Your Clients. Grow Your Revenue.
Five tools to help you present services, win engagements, collect payments and explore additional income opportunities. Processing, optional services and certain integrations carry extra charges.
Pricing Plan Maker Widget
Build and display attractive service packages such as Silver, Gold and Platinum with prices, inclusions, billing periods, and comparison tables.
Public pricing plans
Publish standard plans on your public website using an embeddable pricing widget. Prospects can compare offerings before contacting your firm.
Private / custom pricing plans
Create a personalized offer for a specific client, including negotiated rates, services and terms. Private plans are shared only with designated clients or authorized proposal recipients—not published on your public website.
Example: Silver = tax return preparation; Gold = tax preparation + quarterly review; Platinum = tax planning + bookkeeping + priority support. You choose your own services and prices.
Suggested workflow: create → preview → publish publicly or share privately → convert to proposal → request signature and payment. Private plans require authenticated or otherwise access-controlled sharing in production.
Payments (ACH & Credit/Debit Cards)
Accept ACH and card payments with RevSimba payment orchestration across 11 advertised gateways, including CPACharge, Stripe and PayPal, and 4 payment vault integrations.
Extra Charges Apply. Processing fees and capabilities depend on provider and account.
Invoices
Create and share branded invoices for tax preparation, bookkeeping, compliance and other professional services. Connect supported payment methods, track status and send reminders.
Proposals
Present scope, deliverables and custom pricing plans to clients. Convert accepted proposals into engagement workflows, with optional SignSimba signatures and RevSimba payments.
Free W9 Widget - The Money Maker
Install the W9 Data Collection widget on your accounting firm's website. Your business clients can direct their vendors to your website, where vendors submit W-9 information through the widget. Authorized professionals and business clients review and manage submissions through the appropriate secure workflow.
How It Works
- Apply and complete professional verification to unlock the free widget.
- Embed the widget on your accounting firm's website.
- Invite your business clients to send their vendors to the collection page.
- Vendors submit W-9 information through your website; access and delivery are restricted to authorized parties.
- Offer optional paid vendor compliance, onboarding and 1099-related services to your business clients.
Separate LeadGen opportunity: An eligible branded widget can also be installed on consenting business clients' websites to promote your accounting firm and generate potential leads. Extra Charges Apply for the LeadGen offering.
Free Live Chat
Offer free live chat support from your own website. No staffing required. Optional Offshore Staffing available at $1.00 per hour.
Optional AI Chat / Customer Support
AI is optional and off by default; bring your own provider key where supported. Provider or usage fees may apply.
Create a New Stream of Income With White-Label W9 Data Collection & Vendor Compliance
Offer vendor onboarding, W-9 collection and compliance checklists to your business clients under your own firm's brand. You set the price for your professional service packages.
How It Works
1 · Qualify & brand
Subscribe to eligible MyPowerly products, meet the rolling 12-month white-label threshold and configure your firm branding.
2 · Package your services
Bundle W-9 collection, vendor onboarding, compliance checklists and ongoing monitoring into client-facing plans at prices you choose.
3 · Invite vendors
Your business clients direct vendors to the branded widget or secure vendor portal for submissions and requested documentation.
4 · Review & earn
Track missing documents, review vendor records, deliver administrative support and bill clients for your services.
Why your clients may pay for this
- Reduce manual W-9 collection and follow-up.
- Organize vendor documentation in one workflow.
- Use customizable compliance checklists and status tracking.
- Improve readiness for year-end 1099 workflows; e-filing availability and charges are separate.
- Offer recurring vendor management rather than one-time form collection.
Create Another Stream of Income With White-Label Bookkeeping Services
Offer cash-basis bookkeeping and Schedule C-ready workpapers under your own accounting or bookkeeping firm's brand. Package your services, set your own client pricing and build recurring revenue.
How It Works
1 · Set up your branded service
Meet white-label eligibility and create your own client-facing bookkeeping packages.
2 · Gather client statements
For each client and tax year, collect bank and credit-card statements from one or multiple accounts.
3 · Categorize & review
Merge transactions, categorize activity, resolve exceptions and review workpapers.
4 · Deliver & bill
Prepare cash-basis reports and Schedule C-ready workpapers, then charge for your recurring bookkeeping service.
Professional review remains required; optional BYOK AI is not necessary for core workflows.
Sell your expertise, not just software
Examples of client packages include monthly transaction categorization, quarterly cleanup and annual Schedule C preparation support. Set your own fees; subscriptions and client service costs are separate.
VendorSimba · Working subscriber demo
Manage vendor documents for your business clients. This standalone-style workspace is a local simulation, not a secure production system.
W-9 Collection pricing
$5/month includes 25 successful collections; each additional $5 of base subscription adds 20 included collections. $0.25 per additional successful collection.
Complete Compliance pricing
$10/month includes 25 active vendors; each additional $5 adds 20 included vendors. $0.25 per additional active vendor. W-9 included without double billing.
VendorSimba price estimator
First 10 successful W-9 collections free once per eligible business. Estimate does not apply the introductory allowance automatically. No charge for invites, reminders, corrections, or viewing. 1099 e-filing is planned and separately priced.
Interactive vendor checklist
Demo only: approvals and reminders are local, not sent or stored. Vendor submissions in production use VendorPortalGo.com.
CatSimba Essentials · How it works
Upload → Categorize → Review → Report. Synthetic cash-basis example; no tax engine or real financial data.
Essentials includes manual and optional-AI bank/card imports, rules, categorization and Schedule C-ready workpapers. POA autofill and Client Collaboration belong to Standard, not Essentials.