Ardnas replaces the tangle of CRM, spreadsheets, e-sign, texting and prep software your firm juggles today. Client intake to signed return to paid invoice — in one place, everything included.
No credit card required · Built by BEM Solutions · Your data, your ownership
Tax Year 2025 · Live
The tools built for tax practices force an impossible choice. Ardnas was built to end it.
Drake and its peers file returns brilliantly — then leave your client relationships, follow-ups, and advisory work to spreadsheets and sticky notes.
Generic CRMs and office managers track appointments and leads, but can't calculate a strategy, produce a return, collect a signature, or take a payment.
Service bureaus hand you an engine you'll never own, on terms you don't control, with your client data living in their house — not yours.
Every stage of a client's life with your firm lives in Ardnas — connected, so nothing falls through the cracks.
Prospect → Review → Financial Wellness → Active Advisory, tracked automatically.
Model retainers off projected tax savings — proposals that price themselves, transparently.
Documents in, strategy applied, return produced, signature captured — one thread.
S-Corp owner · projected savings $42,800
Eight modules that would each be a separate subscription anywhere else.
Leads land in the pipeline, upload docs to their portal, and get texted automatically.
Apply the built-in strategy library, model savings, and produce the return.
Client e-signs from their phone; the return moves to filing — all tracked.
Invoice, collect, and roll the client into an ongoing advisory relationship.
| Capability | Prep software (Drake & peers) |
Office CRM (add-on tools) |
Ardnas |
|---|---|---|---|
| Return prep & filing | Yes | No | Yes |
| Client CRM & stages | Limited | Yes | Yes |
| Strategy & fee engine | No | No | Built in |
| Client portal & e-sign | + add-on | + add-on | Included |
| Two-way texting | No | + add-on | Included |
| Payments & invoicing | + add-on | + add-on | Included |
| You own your data | Their house | Their house | Always yours |
| Cost to add it all up | $$$ / year | $$$ / year | One flat plan |
Built to the standard a regulated financial practice demands — because that's who runs on it.
Field-level encryption on every piece of client PII, at rest and in transit.
Row-level security means one firm's data can never touch another's. Enforced in the database.
Every action recorded and immutable — the paper trail an examination expects.
Architected around the controls a tax firm needs to meet its data-protection obligations.
No per-module upsells, no surprise add-ons. Priced per office, so your bill doesn't balloon as you grow.
CRM, strategy engine, portal, e-sign, texting, payments and prep — all included. We build it, you own it.
Walk through the live Ardnas demo, or book a guided tour with the team that built it.