Tax professional? See the CPA page — same portal, different superpowers.
HSAMatch turns a client's medical paper trail into a documented, withdrawable, tax-free balance — and turns you into the advisor who found it. Summary numbers in your portal; their documents never touch your compliance surface.
Run the 15-minute backfill live: the client drags in insurer EOBs and a bank statement, the engine pairs bills with payments on screen, and a four-figure "withdrawable tax-free" number appears while they watch. You didn't describe value — they saw their own money. From then on you get a dashboard of every linked client: substantiated totals, balances awaiting confirmation, Level-3 status, and 1099-SA gaps flagged in red before the IRS finds them.
Pre-retirees: the reimbursable balance is zero-tax bridge liquidity for the gap years. Turning 65: set up the Medicare premium pipeline — Part B withholding alone is ~$2,435/yr of tax-free reimbursement, proven by the SSA-1099. Estates: per-person attribution plus the one-year rule can save a non-spouse beneficiary five figures — and you're the one who prepared them. Tax season: reconcile the 1099-SA and hand the CPA a pre-computed Form 8889 line 15. Every client: a white-labeled Opportunity Report with your firm's name and disclosure, generated in one click for annual reviews.
Links are consent-based (the client redeems your invite code) and revocable by either side in one click. You see summary figures and proof status — never medical documents. Client audit packets carry "Prepared with the guidance of [your firm]": co-branding that compounds referrals.
Professional plans arrive when HSAMatch leaves preview — during preview, everything is free for you and your clients. One promise survives every pricing decision: clients keep full data export on every plan, because recommending a tool that can't hold clients hostage is itself a fiduciary point.
Free plan includes every export, forever. Not tax advice.