Never be the last to know about your own client.
Cross-border tax research that names which clients each change hits and queues the follow-up for your approval: the alert, the task, the brief. Nothing reaches a client until your firm says so.
The cost to your practice
The work that quietly fills your week.
Advisors don't lose clients to bad advice. They lose them to being the last one to know, and to spending billable hours catching up on rule changes that should have surfaced automatically.
Example
Hours each week reading tax agencies, treaty trackers and the trade press to find what touches your clients.
Without Heed With HeedA treaty changesWithout HeedWith HeedWithout Heed: 3 months later
Found out: in the trade press
HeedAffects your clientsMatched to your bookWith Heed: Heed detects the change, from the first radar signal to enacted law, and names which clients it hits, so you see only what touches your book.
Without Heed
Billable hours spent reading, not advising.
With Heed
Read only the changes that touch your book.
Example
Hours each week reading tax agencies, treaty trackers and the trade press to find what touches your clients.
Without Heed: 3 months later
Found out: in the trade press
With Heed: Heed detects the change, from the first radar signal to enacted law, and names which clients it hits, so you see only what touches your book.
Without Heed
Billable hours spent reading, not advising.
With Heed
Read only the changes that touch your book.
The client tells you.
You tell the client.
What your firm monitors
Your whole book, watched under your brand.
Add your clients once. Heed monitors every jurisdiction touching their setup and surfaces what each of them needs to know, under your brand.
What your firm sees first
- SpainExampleNew
Catalonia wealth tax bands updated, affects 4 clients
Affects youNew rates apply from FY2027. Three clients are within 10% of a band boundary; one is over.
- SingaporeExample
Section 13O / 13U family-office incentive criteria refreshed
NotedTwo clients with SFO structures should review minimum AUM and local hire commitments.
- United StatesExample
Proposed change to QSBS exclusion thresholds
MonitorSix advisory clients hold qualifying stock, track through Senate markup before flagging.
Watched for you
Changes mapped to named clients
Every change is matched against your book, so the feed reads "affects 4 of your clients", with the reasons.
Approval-gated follow-through
From any matched change you can propose a Slack alert or a task for each affected client. Proposals queue for your approval.
Answers computed from the book
Who does this change hit? Who crosses a threshold within 60 days? Computed from your data, sources stated, never improvised.
Your brand, your channels
Approved alerts in your firm's Slack. White-labelled digests, branded PDF exports, client share links.
How firms use Heed.
Running a proactive practice
Spot the change before the client does, approve the queued task or Slack alert, and turn it into a billable conversation instead of a fire drill.
Modelling before advising
Run a what-if on any client, extra days or a new base, and see which findings appear, shift or resolve before you pick up the phone.
Working from your own tools
Connect your AI assistant to Heed and ask about the book in plain language; reads are scoped to your permissions and anything consequential still queues for approval.
Running a family office
Track every entity, the trust, the holdco, each family member, from one account, self-serve. The same tools switch context per entity instead of per client.
Cross-border tax advisory
Replace the spreadsheet patchwork: one workspace tracking every client jurisdiction, with changes matched to each client's profile instead of a manual sweep.
International wealth management
Catch residency thresholds before they bite: your weekly digest flags each client who reaches your warning level, 82% of the limit by default, so the conversation happens with time to act, not after the fact.
Multi-family offices
Onboard an existing book via CSV import: each client gets a profile, and the full intelligence engine runs against every one of them independently.
Spreadsheets, Big 4 newsletters, or a system built for it.
- Hearing about a change
- HeedSoon after it is published, from the official source
- SpreadsheetsWhen someone checksBig 4 newslettersIn the next digest
- Knowing which clients it touches
- HeedMatched to every client by profile
- SpreadsheetsCross-checked by handBig 4 newslettersOne email for everyone
- Residency days
- HeedCounted per client, warned before the line
- SpreadsheetsCounted by handBig 4 newslettersNot covered
- Where alerts land
- HeedYour Slack, once you approve
- SpreadsheetsSomeone's inboxBig 4 newslettersEveryone's inbox
- Telling the client
- HeedDrafted once, approved, sent under your brand
- SpreadsheetsWritten each timeBig 4 newslettersForwarded
- Questions about your book
- HeedAsk Heed, scoped to your firm
- SpreadsheetsFilter and hopeBig 4 newslettersNot possible
- Modelling a move
- HeedScenario Planner on any client
- SpreadsheetsA new sheet per clientBig 4 newslettersNot covered
- Your own AI assistant
- HeedConnected over MCP
- SpreadsheetsNot possibleBig 4 newslettersNot possible
- Gmail, Outlook and Drive
- HeedComing soon
- SpreadsheetsNot possibleBig 4 newslettersNot possible
- Cost
- HeedFrom $1,500 a year, every team member included
- SpreadsheetsYour team's hoursBig 4 newslettersA retainer
FAQ
Questions, answered.
What firms ask before they bring their book across.
Partly. A research library answers the question you ask. Heed also asks for you: it watches official sources in every country your clients touch and, when a rule changes, names which clients it hits. When you do have a question, Ask Heed answers across the countries in your book, with every source cited.
Yes. Each firm's data is isolated through row-level security at the database level. We never share, sell, or train models on your client information. You own the data and can export it at any time; write to us to delete it.
No. Heed is an intelligence layer, not an advisory service. We tell you what changed, why it matters to a specific client profile, and what questions to ask. You stay the advisor of record. Your judgement, your sign-off, your fee.
Nothing consequential. The engine proposes a Slack alert, a client task or a follow-up, and a named person in your firm approves before anything happens. Every proposal, approval and execution is audited.
Yes. Connect your firm's Slack with an incoming webhook. Alerts about changes that match your book post there once an owner or admin approves them.
Yes. Connect Claude or another assistant over MCP from your settings. It reads only what your own account is authorised to see, and anything consequential still queues for approval in the dashboard.
Yes. Request a walkthrough below and you can book a time straight away, on a calendar, with a founder who takes you through the platform on client scenarios like yours. Advisor access works on an apply and approve basis: advisory firms apply and we verify their credentials; family offices are opened without a queue. Advisor plans bill annually once payments open.
Heed complements them, it doesn't replace them. IBFD and Big 4 alerts are reference libraries and broad sector updates. Heed is the per-client layer that tells you which of your clients is affected by which change, once it is verified.
Alerts sent to your clients come from 'Your Firm via Heed' and carry your firm's name and logo in the email body. Clients see your branding first: you stay the trusted source.
See it first
Request a walkthrough on your own book.
A live session with a founder, using client profiles like yours: no deck, no sales team, no obligation. Tell us who you are and you can book a time on the next screen.
Advisor plans bill annually by client band, from $1,500 a year for 25 clients, every team member included. See advisor pricing
Hear about the change before your client does.
A founder takes you through Heed on client scenarios like yours. No deck, no obligation.
