For CPAs & Tax Strategists

Reconcile a 12-entity stack without three rounds of email tag.

Your client has a trust, a holdco, four OpCos, two AssetCos, and an S-corp election from 2019 nobody remembers. They show up in March with a Dropbox folder and a hopeful expression. Strata G is where the structure already lives, organized, encrypted, and ready for return season.

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The Reality

Sound familiar?

“Every January I rebuild the same client's entity stack from a pile of PDFs and screenshots. Half the time I'm working from last year's spreadsheet.”

That's billable hours your client doesn't see value in - and engagements you'd rather replace with planning work that actually moves their tax picture.

“I'm tracking S-corp elections, K-1 distributions, and entity-level taxes across nine entities for one client. It's a job for software. I do it on paper.”

One missed S-corp eligibility check is one client letter you don't want to write. Tax treatment metadata belongs in the structure itself, not in your memory.

“The client's wife asked who indirectly owns the AssetCo. I had to draw it out and verify percentages with three documents.”

Indirect ownership through trusts and disregarded entities is exactly the kind of question that takes you 90 minutes to answer manually - and that the IRS expects you to answer correctly.

“The trust election form. The Form 2553. Last year's K-1s. They exist somewhere - but not anywhere you can pull from in 30 seconds.”

Your time is the most expensive resource in this engagement. Searching for documents that should be one click away is the most expensive way to spend it.

The Fix

Each pain, mapped to a specific capability

Entity stack rebuilt every JanuaryFrom PDFs, screenshots, and last year's spreadsheet.

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Persistent client entity recordsThe structure lives in Strata G year-round. Nothing to rebuild. Pull it up in January and pick up where you left off.

Tax treatment tracked manuallyS-corp, partnership, disregarded, grantor - in your head.

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Tax treatment field on every entityS-Corp, partnership, disregarded, C-corp, grantor trust, irrevocable trust - structured data on every entity, queryable across the stack.

Indirect ownership computed by handThree documents, two phone calls, an hour gone.

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Computed ownership graphIndirect ownership through trusts, disregarded entities, and chains of holdcos calculated automatically - with the path shown so you can verify.

Documents scattered across drivesTax elections, K-1s, prior returns, OAs - not findable.

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Encrypted document vaultForm 2553s, trust elections, K-1s, prior returns, OAs - stored with field-level encryption, filed by entity, searchable in seconds.

Built for the Tax Pro

What your practice actually gets

Tax treatment per entity

S-Corp, partnership, disregarded, C-Corp, grantor trust, irrevocable trust - structured fields on every entity. Queryable, reportable, and visible in the stack view.

Computed ownership graph

Indirect ownership through trusts, disregarded entities, and holdco chains computed automatically. Verifiable paths shown for every percentage.

Encrypted document vault

Form 2553s, trust elections, K-1s, prior returns, OAs, EIN letters - field-level AES-256-GCM encryption, filed by entity, instant search.

Multi-client firm view

Every client, every stack, every tax treatment in one filterable view. Pull any client's structure in seconds - without rebuilding it.

Money flow with FMV references

Intercompany distributions, management fees, and loans logged with FMV justification. Defensible paper trail for audit and entity-level tax positions.

Compliance calendar (firm-side)

Annual reports, franchise taxes, and entity-level filings on one calendar. Spot the gap before the client does - and bill for the planning, not the chase.

Pricing

Firm tier: Enterprise

Multi-client view, advanced reporting, and API access for accounting integrations. Built for firms running multi-entity tax work as a real practice line.

Recommended for Firms

Enterprise

For sophisticated operators, family offices, and professional entity managers running multi-client work.

$349 /month

or $279/mo billed annually · save 20%

Up to 50 entities included · +$5/mo per additional

Multi-client firm dashboard with role-based access

Tax treatment fields & computed ownership graph

Custom intercompany workflows

Advanced analytics & audit reporting

API access for QuickBooks, Xero, and accounting integrations

Unlimited storage · unlimited seats · dedicated AM

Book a Firm Demo

Walkthrough with your tax team. White-glove migration from your current client folder structure.

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FAQ

Real questions from tax pros

Does Strata G prepare returns?

No. Strata G is the entity-management layer - the structure, the documents, the compliance, the ownership graph. It sits next to your tax software, not in front of it. Your Lacerte, ProSystem, or Drake stays exactly where it is.

How does the ownership graph handle disregarded entities and grantor trusts?

Disregarded entities pass through to their parent for ownership purposes by default. Grantor trusts pass through to the grantor. Both can be overridden when the structure has unusual elections. The graph shows the path so you can verify the math - we don't ask you to take it on faith.

Can I onboard a client without them having to do anything?

Yes. You set up the entity records, upload prior-year documents, and invite the client when (and if) you want them in. Most CPAs run it as their own internal workspace, then promote to client access for the ones who'll actually use it.

What about client data confidentiality?

Field-level AES-256-GCM encryption on EINs and credentials. Role-based access controls. Audit logs on every read and write. Client data is walled off between clients within the firm view. Standard accounting-firm-grade controls.

Does it integrate with QuickBooks, Xero, or Lacerte?

The Enterprise tier includes API access. We have working integrations with QuickBooks Online and Xero for entity-level GL extracts, and Lacerte / ProSystem export support for K-1 and ownership data. We're not trying to be your books or your tax engine - we're the structural layer.