For tax & law professionals
For tax & law professionals
A calmer office for your clients' finances.
Crytzer Legacies gives tax preparers, enrolled agents, CPAs, estate attorneys, and fiduciary advisors a single, audit-traceable view of every client account — and the end-of-life paperwork that eventually needs to follow.
Every client account, one read-only view
See every bank, brokerage, retirement, crypto, and card balance across your entire book — without asking clients to forward statements. The view is read-only, and every page you open is logged for audit.
The institutions your clients already use
Pull the major US banks, brokerages, retirement custodians, and crypto exchanges your clients already trust — no new portal for them to learn.
Bills, receipts, and credit scores surface on their own
Recurring bills, uploaded receipts, and three-bureau credit scores arrive in one stream — no more chasing clients for the latest statement.
A document vault for the end-of-life paperwork
Wills, deeds, POA, and trust documents live alongside the financial picture, so the transition conversation happens with nothing missing.
Biometric, passkey, and TOTP sign-in
Use the same strong authentication your clients expect from their own bank — including step-up verification before opening the document vault.
Don't have a professional account yet? Contact us and we'll set one up with you.
New here as a client? Create your free personal account