Godfrey
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Your entire net worth, intelligently managed

Accounts, homes, vehicles, entities, and the paperwork behind them, kept organized in one place.

A sample household's homes, business, investments, cars, boat, art and wine, each linked to its documents

Join the waitlist today

20% off monthly rate at launch

We find your documents
and file each one to the right asset

Connect

Link your email, files and accounts.

Your emailPDFProperty tax billLake Austin home

We find and file

Every document lands on the right asset.

Homeowners policy renews16 days
Boat registration due30 days

We flag what’s due

Renewals and deadlines get flagged early.

DeedsTitlesInsurance policiesSchedule K-1sOperating agreementsTrust agreementsRegistrationsDeedsTitlesInsurance policiesSchedule K-1sOperating agreementsTrust agreementsRegistrationsDeedsTitlesInsurance policiesSchedule K-1sOperating agreementsTrust agreementsRegistrationsDeedsTitlesInsurance policiesSchedule K-1sOperating agreementsTrust agreementsRegistrations

Every asset gets its own page

Asset pages
Pick a category on the left to see what it tracks.
Godfrey/Homes/Lake Austin home
Overview
Documents
Reminders
Lake Austin home
Held by Halden Family Trust
Est. value
$9.80M
Mortgage balance
$1.50M
Equity
$8.30M
Insured for
$9.80M
Documents
DeedOn file
Homeowners policyRenews Nov 14
Property tax billDue Jan 31
SurveyOn file
Service history
Sep 2026Roof inspection, no issues found
Aug 2026HVAC filters replaced
Jun 2026Pool equipment serviced

Ask about anything you own

Ask in plain English
Answers come from your own documents, with the source attached.
When does the Lake Austin insurance renew?
Nov 14, 2026. Your Meridian Mutual policy covers the home for $9.8M.
Homeowners policy · page 3
Remind me two weeks before.
Done. I’ll send a reminder on Oct 31.
Ask about your homes, cars, entities or accounts
Alerts before anything slips
By email or text, on the schedule you set.
Homeowners policy renews in 16 days
Lake Austin home
Today
Property tax bill found in your email and filed
Aspen residence
Yesterday
Appraisal due this year
Art collection
Mon
Balances updated
Brokerage
Today

Shared with people you trust.
Private to everyone else.

Encrypted in transit and at rest
Read-only access to your accounts
Your data is never sold or shared without you
Who can see what
You decide, person by person.
You
You
Owner
Full access
SR
Sarah
Assistant
View only
MK
Your accountant
Advisor
Tax documents

Make tax season a breeze

Your accountant gets everything in one handoff, and you skip the scramble.

Your tax package, built as you go
Every K-1, 1099 and statement collects in one place.
2025 tax package
14 of 15 ready
Schedule K-1
Halden Holdings LLC
Requested
1099s (4)
Brokerage
Ready
Property tax statements (2)
Lake Austin home, Aspen residence
Ready
Mortgage interest (1098)
Lake Austin home
Ready
Charitable receipts (6)
Uploaded by you
Ready
All in one place
Accounts, assets and documents together.
Always current
End of year numbers without the scramble.
Accountant-ready
Hand off what they need in a few clicks.

A smiling physician with a stethoscope, arms crossed
Physicians
Renewals lived in three inboxes. Now every policy sits on the asset it covers, flagged 30 days out.
A smiling professional woman in a white blouse, arms crossed
Dentists
The building, its loans and the LLC’s filings were scattered. Now they share one page, with the annual report flagged.
A gray-haired man in a three-piece suit on a phone call
Attorneys
K-1s arrived late and scattered. Now each one files to its partnership, and the accountant gets one package.
A smiling businessman with a coffee and a leather bag, checking his phone
Business owners
Nobody knew which entity owned which truck. Now every vehicle shows its owner, policy and registration date.

Illustrative examples.

See if it’s for you

Join the waitlist today

20% off monthly rate at launch