For CPAs and advisors Free
A client cash plan in two minutes
Your client has cash for a tax bill, a house, or nothing yet. Fill in one line and get a one-page plan in your firm’s name: every safe option ranked by what it keeps after their taxes, the steps, and a source and date on every rate.
Free, no sign-up: save any plan as a PDF. Saved client plans and an archive come with the Firm plan, in early access.
Your firm on the plan
Free. Nothing you type here leaves this page; firm name and color are remembered in this browser only. Firm plan early access
Figures, rates and dates come from the engine and can’t be edited. Add your own words in the note.
Free · now
$0
- Unlimited client plans, saved as PDF
- Your firm name and color
- Small “Made with Movable Capital” footer
Firm · early access
$49/month per firm
- Saved client plans with a dated record of every plan you shared (inputs, rates and sources)
- Compare up to three client decisions side by side
- See which clients' numbers changed since you last looked
- Your logo, no footer
Questions
What is the Client Cash Plan?
A one-page plan for one client’s cash: every safe option ranked by what it keeps after that client’s federal and state tax by the date the money is needed, with the steps to do it and every rate’s source and date. You save it as a PDF and hand it to the client.
When can my firm use it?
Now. Build a plan above and save it as a PDF, free and with no sign-up. The Firm plan, with saved client plans and an archive, opens to early-access firms in small groups.
What will it cost?
Plans saved as PDF with a small “Made with Movable Capital” footer are free, with no sign-up. The Firm plan, $49 a month per firm, will add saved client plans with a dated record of every plan you shared (inputs, rates and sources), side-by-side comparisons of client decisions, and your logo. Early-access firms get its first three months free.
Can I change the numbers on the plan?
No. Figures, rates, dates and steps come from the engine and the dated sources shown, so a client can trust what they read. Add your own words in the note. You can hide an option from the comparison; the sheet then says how many were hidden.
Who pays Movable Capital?
Providers never pay us: not for listing, ranking or referrals. The plan ranks options by what the client keeps, and no bank, broker or fund company can change that.
Is this investment advice?
No. It is general information and arithmetic from published rates for you to review with your client. You decide what to recommend.