MyPowerly Founding 100 · Offer Center v18
Built for tax, accounting & bookkeeping professionals

Start with the solution you need. Build more value with every eligible purchase.

One MyPowerly subscriber account connects complementary professional software and services. Purchase an available offering independently, or register interest in a limited beta. Founding members earn Compliance Credits on qualifying cash payments. All five offerings are currently Join Beta; applications are free and payment is collected only after onboarding is completed and accepted. Exactly one free month total supports onboarding and migration; referrals do not add free months.

Founding 100 · Earn up to 100% in credits

Earn up to 100% of your qualifying payment back in Compliance Credits.

Dollar-for-dollar credit value: First-cohort members can earn 100% in credits and choose how to use those earned credits across eligible offerings from our five categories, individually or in combination, at their discretion.

Credits are not a cash refund or cash-back payment. The first 25 qualifying members earn credits at 100%; the next 25 at 75%; and the final 50 at 50%. All earned eligible credits redeem at 100% of face value. Redemption is subject to program terms, including no redemption against the same originating product or service.

Create additional income opportunities

Join our Partner / Affiliate Program to earn potential referral income, or offer eligible white-label solutions under your own brand to build another revenue stream. Program eligibility, pricing and compensation terms apply; earnings are not guaranteed.

Client Portal

Founding 100 earning tiers

First 25
100%

Credits earned on qualifying cash paid

Next 25
75%

Credits earned on qualifying cash paid

Final 50
50%

Credits earned on qualifying cash paid

All earned eligible credits are redeemable at 100% of face value, dollar for dollar. Actual cohort availability is not connected to a live enrollment database in this prototype.

One audience. Five independent ways to begin.

No practice-management subscription is required to purchase another available offering.

Join Beta — Founding 100 enrollment

Complete onboarding first; payment is due only after onboarding is completed. A qualifying paid subscription is required to participate in the founding program. Apply without payment; professional verification and onboarding precede payment. All five offerings are currently in beta.

One complimentary month

Exactly one complimentary month total per qualifying paid subscriber, for onboarding/migration only. Monthly: pay 1, access 2 months. Annual: pay 12, access 13 months. Refer professionals, earn eligible partner rewards and improve provisional waitlist priority.

20 complimentary VA hours

For the first 100 qualifying paid subscribers, up to 20 hours of offshore virtual-assistant assistance for onboarding and migration, subject to scheduling and agreed scope.

Compliance Credits expire 12 months after issuance. Credits cannot be used to renew the same service that generated them. They are not cash refunds. Eligibility and offer-specific restrictions apply.

PartnerSimba · Affiliate opportunity

Recommend useful software. Build a referral income stream.

Join the MyPowerly partner and affiliate ecosystem and introduce tax, accounting, and bookkeeping professionals to products that fit their practice.

How the opportunity works

1. Join

Apply for the PartnerSimba affiliate program and review the approved terms, tracking, and eligibility.

2. Introduce

Share relevant products with professional colleagues using authorized referral links and compliant messaging.

3. Earn when eligible

Qualifying referred purchases may generate affiliate rewards under the separate affiliate commission rules.

Why partners may like this

  • Promote multiple independent solutions to one familiar professional audience.
  • Recommend a specific product rather than requiring a complete practice software migration.
  • Use PartnerSimba for the affiliate relationship and reward tracking, when enabled.
  • Keep affiliate rewards separate from Founding 100 Compliance Credits.
Affiliate rates, payment thresholds, attribution windows, approval criteria, and payout dates are not finalized in this prototype. No earnings are guaranteed. Client purchases referred through the affiliate program do not become Compliance Credits in the referrer's subscription wallet.

Interested in becoming a partner?

Request the official affiliate terms and onboarding information.

White-label business opportunity

Your brand. Your client relationships. Your pricing.

Offer eligible MyPowerly software to your clients under your own firm identity. Build a recurring service or software revenue stream while retaining control of your client-facing package and markup.

Both white-label products — no extra branding fee

CatSimba

Professional-only bookkeeping, with your own client-facing branding and markup.

VendorSimba

Offer W-9 collection and vendor compliance under your own brand.

Qualification: Purchase at least $750 of eligible MyPowerly products/services per 12-month period. No separate white-label fee. White-label access expires when the underlying qualifying paid subscription expires or eligibility lapses. Multiple subscriptions purchased on different dates can be aligned to one common expiration date upon request, with disclosed prorated adjustments at checkout.
$375 remaining to reach $750.

Illustrative calculator only. Actual eligibility depends on settled qualifying purchases and active subscriptions.

Build your own packages — profit calculator

Choose CatSimba, VendorSimba, or both. Enter the number of paying clients and your markup over the estimated underlying platform cost. Compare potential monthly and yearly revenue, costs and gross profit.

ESTIMATED MONTHLY GROSS PROFIT
$0.00
ESTIMATED YEARLY GROSS PROFIT
$0.00

How markup works: Estimated retail price per client = allocated MyPowerly platform cost per client × (1 + markup %). Platform cost includes the chosen base subscriptions and estimated client/usage overages. One active VendorSimba vendor or successful W-9 collection is assumed per paying client each month for this illustration. The yearly projection assumes the same paying clients and usage for 12 months. This is illustrative gross profit, not net profit or guaranteed earnings: excludes your labor, support, marketing, taxes, transaction/gateway fees, and other expenses. Annual CatSimba billing requires annual prepayment. White-label eligibility still requires $750 in qualifying purchases per 12 months; that is not an extra branding fee and is not added as an expense here. Real eligibility, product entitlements, and pricing must be verified at checkout.

How white labeling can work

Choose a solution

Select an eligible MyPowerly product that complements the services your firm already delivers.

Present your brand

Use supported firm branding and client-facing experiences, subject to the selected product and plan.

Set your retail offer

Bundle software with your own bookkeeping, tax, or advisory services and choose your client-facing price and markup.

Why CatSimba is an especially strong fit

CatSimba is sold exclusively to tax, accounting and bookkeeping professionals—not directly to small-business owners. Your firm can use it to organize clients' cash-basis records, prepare Schedule C-ready workpapers, and offer an appropriately branded service to clients.

  • Position your firm as the provider of the client-facing service.
  • Set your own markup for the services and software access you resell.
  • Support multiple clients through one professional subscription, subject to plan limits.
  • Retain the professional relationship rather than competing with the software vendor for your small-business clients.
Approved white-label promotion: no additional white-label fee for CatSimba and VendorSimba after at least $750 in eligible purchases during each 12-month eligibility period. Access ends when qualifying paid subscriptions expire or the threshold is no longer maintained. Product-specific usage and subscription fees still apply.

Start building a branded offering

Compare eligible solutions and request white-label onboarding details.

Five ways to begin

Select an offer to see its full value proposition, features, pricing status, founding incentives and next step. Every offering is currently Join Beta: onboarding first, then required payment to participate. Qualifying paid founding subscribers receive one free month and up to 20 complimentary VA hours for onboarding/migration.

Published pricing across the five offers

Tax Practice Management

Starter from $3/seat/month billed annually (3-seat minimum; $108/year). Professional $6/seat/month and Practice $10/seat/month are proposed tiers. Interactive seat and client-capacity estimator on the product page.

CatSimba

$25/month or $215.88/year Essentials (25 clients); verified $49/month volume offer up to 100 clients; Standard upgrades priced separately per client. White label: $0 extra when $750 annual eligible-purchase threshold is met.

SignSimba

Free beta plan: $0 with 1 sender, 1 workspace, 100 documents. Unlimited $3/user/month and Business $5/user/month, billed annually (3-user minimum).

VendorSimba

W-9 Collection from $5/month; Complete Compliance from $10/month; each starts with 25 included units, with $0.25 per additional unit. White label: $0 extra when eligible.

Professional Services

Offshore VA $12/hour; Platform-Only Assistance $100/month; Live Chat Complete $377/month (includes platform-only and subscriber-policy client support; 300 agent-hours at $1/hour plus $77 supervision). Not additive.

All products: Join Beta. Apply free; complete and accept onboarding before paying. One complimentary month only upon qualifying paid activation; no extra free months for referrals. Up to 20 complimentary onboarding/migration VA hours for the first 100 qualifying paid subscribers.

Compare the five offerings

Choose a solution based on the immediate problem you want to solve. Product availability must be verified before public launch.

OfferingBest forCore valuePricing statusAction
Each product or service can be acquired independently, subject to its actual availability. One MyPowerly account manages purchased entitlements and earned credits.

Founding 100 Compliance Credits

Estimate credits earned from a qualifying cash payment. This calculator does not assign an actual cohort or issue credits. Credits expire 12 months after issuance and cannot renew their originating service.

Cohort sizes and earning rates can be changed by authorized administrators under versioned program rules.

Credits earned
$215.88

Redeemable face value of earned eligible credits: $215.88

100% redemption of earned eligible credits; no additional percentage redemption cap at launch.

Credits are earned only on qualifying cash collected, not on credits used for payment. Refunds reverse associated earnings. Credits cannot be used against the originating product/service under the previously agreed rules. Eligibility and other published program conditions apply. Affiliate commissions are separate.

Founding 100 · Professional application

Free to apply. No card or payment until onboarding is completed and accepted. This demo stores nothing remotely and sends no emails.

Your professional practice

After you apply

Application → verification → onboarding → onboarding acceptance → payment → Founding 100 activation. Cohort assignments and priority are provisional until confirmed under published rules. The complimentary month is granted only once per qualifying paid subscriber, not once per referral.

Professional verification & referral status

Local demonstration only. No real messages, account lookups, queue positions or rewards are issued.

Your nominated peers

Professional verification

Three independent peer nominations requested; independent credentials and human review can provide an alternative path. Invited peers can optionally apply themselves.

Referral priority

Qualified referral events may improve provisional waitlist priority if the rules are approved. They never displace confirmed paid cohorts and never grant extra free months.

PartnerSimba affiliate compensation is a separate program; no affiliate payout amounts or queue-jump points are assumed in this prototype. Credit-earning cohorts remain 100% / 75% / 50% and all earned eligible Compliance Credits remain redeemable at full face value.

Join Beta — onboarding first, payment afterward

Prototype form only. It does not submit information to MyPowerly or a CRM.

Before production launch: connect the form to an approved CRM, add consent and privacy disclosures, prevent spam, and distinguish demo requests from paid purchases and beta enrollment.