The Helmstead Suite · CPAs · RIAs · fiduciary practices
Run your practice on one platform— with AI tax strategy at its core.
Helmstead is a modular suite for fiduciary practices. Navigator — the AI tax-strategy engine — is the core: it turns client documents into reviewable strategy under your own brand. Add entity formation, a compliant client concierge, trademark clearance, and marketing as you need them.
Five modules · one Platform
Start with Navigator. Add what you need.
Every module is white-labeled and runs on the Helmstead Platform — the required base. Take only the ones your practice needs.
Navigator
Turn a stack of client documents into reviewable tax strategy.
The AI tax-strategy engine — document intake to reviewable strategy, under your firm’s brand.
Learn more →Charter
Form the entity, track fundability, stay compliant.
Guided entity formation, a live fundability score, BOI reminders, and a compliance calendar.
Learn more →First Officer
A client-facing AI concierge a fiduciary can actually deploy.
A compliant AI concierge — text, web, and voice — under your brand, behind the Semantic Firewall.
Learn more →Quartermaster
Clear a name before you build a brand on it.
Pre-formation trademark clearance — USPTO + common-law sweep, AI risk score, attorney brief.
Learn more →Herald
Marketing run with you — not handed off and forgotten.
Done-with-you campaigns, copy, and a steady content cadence run alongside the practice.
Learn more →All five run on the Helmstead Platform — the white-labeled base with your Console iPad and white-glove setup.
Built compliance-first for licensed fiduciaries. We published a six-check vendor-diligence framework — then ran it on ourselves, in public.
See the six-check audit →