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Equity clients, without the spreadsheet

RSU, ESPP and US dividend settlements for every client with a foreign brokerage account — in one place, with a report you can put straight into the client file and defend line by line.

Request a pilot placeTry the free calculator first

The March problem

One client, one Schwab export, and the afternoon is gone:

What the firm workspace gives you

All clients in one place

A client list instead of forty spreadsheets, with each client's lot history carried between tax years.

Import what the client sends

Broker exports parsed automatically where supported, manual entry where not, and anything unrecognized shown rather than silently dropped.

A report for the file

Per client, per year: totals mapped to PIT-38, PIT-36/37 and PIT/ZG, with the FIFO matching, every NBP rate and rate date, and the legal basis printed alongside.

Both scenarios computed

Qualifying and non-qualifying, side by side, so the conversation with the client is about their plan documents rather than about arithmetic.

An archive that survives an audit

Every past calculation kept and reproducible, so a question in 2029 about a 2026 filing has an answer.

Year-round answers

“What happens if I sell in October?” becomes a two-minute reply instead of a rebuilt spreadsheet.

Where this actually stands — honestly

Live and free today: the single-client calculator on this site. It is complete for Polish residents — FIFO, NBP D-1 rates, sell-to-cover, dividends with the US withholding credit, both plan scenarios, PDF report. Many advisors already use it for client work, and you can test it right now against a case you have already filed.

Being built: the multi-client workspace described above, for the 2026 tax year — the one you will file in spring 2027. Pilot firms decide what gets built first, which brokers are supported next, and what the report has to contain to be usable in your practice.

No trial countdown, no credit card, nothing to install. If it turns out not to fit your firm, that is a useful answer too.

How the pilot works

  1. A 20-minute call. How you handle equity clients today, what breaks, and how many such clients you have. No demo, no deck.
  2. You test on a case you have already filed. The one comparison that matters is against a return you produced yourself, where you know the right answer.
  3. You shape the build. Brokers, report layout and workflow are prioritised by what pilot firms actually hit — and you keep founding pricing when it ships.

Request a pilot place

For the 2026 tax year. Places are limited to the number of firms one person can work with properly.

Clients with RSU, ESPP or a foreign brokerage account optional

A 20-minute call — no demo, no deck, no credit card, and a reply the same day. No client data is ever sent through this form, only what you type above. You can also just email vladtworkmail@gmail.com.

Questions firms ask

Who carries responsibility for the numbers?

You do — TaxVest is a calculation tool, not a tax advisor, exactly like the spreadsheet it replaces. That is why the report shows the full derivation of every figure: shares matched FIFO to each lot, the NBP table and rate date used for each conversion, and the legal basis applied. You can verify any line by hand in seconds, and the client file holds the evidence if the number is ever questioned.

Where is client data processed and stored?

In the individual calculator, all figures are processed in the browser and never reach a server. The firm workspace adds an account so a client history can be kept across years; its data model is one of the things pilot firms get to shape, including a browser-only mode for firms that prefer nothing be stored at all. Concrete processing terms and a DPA are part of the pilot agreement.

What if a client brings a broker we cannot read?

Schwab Equity Award Center exports are parsed automatically today; Morgan Stanley, E*TRADE, Fidelity and Computershare are being added from real anonymized export files, which is exactly what pilot firms contribute. Anything unrecognized is listed visibly rather than silently dropped, and manual entry always works, so no client is blocked.

Does this only matter in March and April?

The filing peak is, but the work is not. Clients ask what a sale in October will cost them, whether to sell before or after year end, and what the last three years looked like when they change advisor. The workspace keeps each client's lot history between seasons, which is also what makes the following March fast.

What does it cost?

Pricing is a flat subscription per firm, tiered by how many equity clients you file for — not per calculation, so a busy March never produces a surprise invoice. Pilot firms help set those tiers and keep founding rates afterwards. The individual calculator stays free.

Something not answered here? Write to vladtworkmail@gmail.com — it goes straight to the person who builds it.