The Helmstead Suite · Navigator + modules on the Platform

AI tax strategy your firm can stand behind— that’s Navigator.

Navigator is the core of the Helmstead Suite: an AI tax-strategy engine that turns client documents into reviewable strategy, under your own brand. Add the modules your practice needs — entity formation, a client concierge, trademark clearance, marketing — each running on the white-label Platform.

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No payment is taken to request a quote. Prefer to talk it through? Open the concierge in the corner — it can answer questions and book a demo.

Flagship Module · AI Tax-Strategy Engine1:24,000

Navigator

Turn a stack of client documents into reviewable tax strategy.

Navigator is the core of the suite: an AI tax-strategy engine that takes document intake and generates strategy options across the client’s situation — for a licensed CPA or advisor to review, document, and stand behind. It runs under your own firm’s brand.

What you get

Document intake → structured, evaluable tax-strategy options
Surfaces strategies your team can review, document, and defend
Keeps the licensed professional in control at every step
White-labeled under your firm — your clients see your brand, not ours

Who it’s for

CPAs and tax-focused practices — the reason most firms adopt Helmstead.

Where the line is

Navigator does not file returns and does not replace professional judgment. It is professional tooling that produces options for a licensed pro to stand behind — not a black-box scheme.

Navigator in depth →

Add the modules your practice needs

Module · Entity Formation1:24,000

Charter

Form the entity, track fundability, stay compliant.

Charter is the guided entity-formation module — everything to take a client from idea to a formed, fundable, compliant entity. It’s its own module, so you add it only if your practice forms entities.

What you get

Guided 12-step LLC/entity formation flow
8-question structure quiz mapping entity type + jurisdiction, with a tax-savings estimate
Live fundability score that updates as each requirement is completed
Beneficial Ownership (BOI) filing reminders
Compliance calendar that tracks deadlines automatically

Who it’s for

Practices that form entities for their clients — or want to.

Charter in depth →

Module · Client-Facing AI Concierge1:24,000

First Officer

A client-facing AI concierge a fiduciary can actually deploy.

A compliant AI concierge that greets and educates prospects, answers FAQs, qualifies leads, and books meetings — over text, web, and voice — under your own firm’s brand. (The chat concierge on this very site is its first release.)

What you get

Text and web concierge — live today, the widget you can open right now
Compliant voice built to FINRA, TCPA, and state-disclosure requirements
Greets, educates, and answers common questions 24/7
Qualifies leads and books meetings straight into your calendar
Deploys under your own firm’s brand, for your own clients

Who it’s for

RIAs and advisory practices that want always-on client coverage without compliance risk.

Where the line is

Every response runs behind a Semantic Firewall: First Officer never promises returns and never gives individualized advice.

First Officer in depth →

Module · Brand & Trademark Clearance1:24,000

Quartermaster

Clear a name before you build a brand on it.

Pre-formation brand and trademark clearance: it checks a proposed name against federal and common-law marks, scores the legal risk, and hands your attorney a ready-to-act brief.

What you get

USPTO TSDR federal trademark search
Common-law sweep for unregistered marks already in use
AI risk score for likelihood-of-confusion (§2(d)) and descriptiveness (§2(e)(1))
Attorney-handoff brief that turns the findings into a next step

Who it’s for

Any practice or client launching a new brand or entity.

Quartermaster in depth →

Module · Done-With-You Marketing1:24,000

Herald

Marketing run with you — not handed off and forgotten.

A done-with-you marketing engagement: campaigns, copy, and a steady content cadence executed alongside the practice rather than dropped in your lap.

What you get

Campaign strategy and execution
Copywriting for your funnels, emails, and pages
A content cadence run together with your team

Who it’s for

Practices ready to grow that don’t have an in-house marketing team.

Herald in depth →

Three kinds of AI — clearly separated

Platform AI

Generic admin helpers (drafting, content) built into the base shell. Included with the Platform.

Navigator

The tax-strategy engine. The only AI that reads client documents and produces tax strategy for your review.

First Officer

The client-facing concierge. The only AI that talks to your prospects and clients — behind the Semantic Firewall.

Everything runs on the Platform

The Base · Required1:24,000

Platform

The shell every module runs on.

The white-labeled client platform and tenant provisioning that every Helmstead module is delivered on — plus the hardware and hands-on setup to stand it up under your brand. It’s the base; the modules are what make it yours.

What you get

White-labeled client platform — funnels, calculators, and CRM under your brand
Platform-level admin AI (drafting and content helpers)
Tenant provisioning, authentication, and billing
One Console iPad, provisioned and ready to hand a client
White-glove implementation — we stand it up with you

Who it’s for

Every Helmstead customer — it’s the required base.

Platform in depth →

Where practices usually start

Configurations by practice type

Every configuration is Navigator on the Platform, plus the modules that fit. Add-on modules carry volume pricing — the more you add, the lower the effective cost per module. Pick a starting point; we tailor it on your quote.

Navigator Starter

Best for: Firms putting AI tax strategy to work for the first time

Includes

Platform
Navigator

Why this fits

The lowest-commitment way to run Navigator — the tax-strategy engine on your own white-label Platform.
Prove it on real client documents, then add modules as the practice grows.

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Tax-Focused Practice

Best for: CPAs and tax pros whose clients are forming entities

Includes

Platform
Navigator
Charter

Why this fits

Charter turns the “LLC or S-corp?” question into a guided formation flow with a live fundability score.
Keep the entity work you already advise on instead of referring it out.

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Growing RIA

Best for: Advisors scaling past what they can answer by hand

Includes

Platform
Navigator
First Officer

Why this fits

First Officer fields prospect and client questions around the clock, behind the Semantic Firewall.
Stay responsive as the book grows — without adding headcount.

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Full Suite

Best for: Practices standing up the whole engine at once

Includes

Platform
Navigator
Charter
First Officer
Quartermaster
Herald

Why this fits

Every module — formation, concierge, trademark clearance, and marketing — on a single implementation.
Carries the deepest volume discount: the lowest effective cost per module.

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One-time engagement, set up with you.

The suite is sold as a one-time implementation engagement, not a monthly subscription — Navigator on the Platform, plus whichever modules you choose, invoiced by Helmstead and stood up with white-glove implementation. Request a quote and a specialist follows up within one business day; no payment is taken to get the number.

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