Why is Tethered by invitation?
Because it works best as a partnership between you and your CPA. Every client is connected to a CPA who can see their books and answer their questions, so the judgment calls go to someone who knows your full picture. Your CPA sends you a personal invitation by email.
What does it cost?
Tethered is included with your invitation, through your CPA partner or our property management team. There's nothing else to sign up for. Your CPA can tell you more about how they offer it.
Do I have to connect my bank?
Only if you want to. Connecting your bank is optional. If you do, you sign in through Plaid, the service behind apps like Venmo, and Tethered never sees your password. It's read-only: nothing can move money. Or skip it and snap receipts, type entries, or import a statement as a PDF.
Do I need to know accounting or tax rules?
No. Type what it was in everyday words ("plumber", "new fridge") and Tethered picks the tax category, explains what it means, and shows what it saves. When something is your CPA's call, it tells you what to ask.
Does it replace my CPA?
No, it makes your time with them count. Your CPA still prepares and files your return; you arrive with clean records, a tax-ready report, and the questions worth asking. Figures in Tethered are estimates, not tax advice.