WithDaveThe Boardroom
Multi-advisor analysis
News Room
AI-powered briefings
Command Center
Assess, compare, plan
Document Studio
170+ document types
Intelligence Center
Research & analysis
Decision Tracker
Deadlines & follow-ups
Smart Comparisons
Side-by-side AI analysis
Negotiation Coach
Practice tough conversations
Firms
White-label AI for your firm
Five AI advisors covering 30 topics — the expert you ask before the expert you pay.
Tax, legal, and financial questions — answered by five AI advisors built on decades of real attorney experience. Get educated. Save time, money, and stress.
Free to start · No signup required to ask
Clear answers for the decisions that keep you up at night
Ask anything. Get a real answer.
The right advisor picks it up and gives you a sourced answer — right here, right now.
A real question. A real answer.
Watch one question flow through one advisor — then meet the rest of the team.
Small mistakes cost thousands.
Most people don't get bad advice — they get no advice. They guess, they Google, they hope. Here's what that looks like:
You Google a tax question and get 10 conflicting answers from 2019.
Dave gives you one clear, current answer — sourced and explained in plain English.
You skip calling a lawyer because the meter starts at $400/hr just to ask a question.
Erika walks you through your legal options in two minutes, not two billable hours.
You make a $50K decision on gut feel and lose sleep for a month.
The Boardroom puts all 5 advisors on your side — before you sign anything.
Built to be trusted
What we are. What we're not.
A platform handling tax, legal, and financial questions has a higher trust burden than most software. Here's how we earn it — without the marketing fluff.
Sourced
Every answer cites its source.
Tax codes, statutes, regulations, and the firm materials each response draws on — visible and verifiable on every reply.
Educational
Preparation, not legal advice.
WithDave is education and preparation. For binding advice on your specific situation, consult a licensed attorney, CPA, or financial advisor.
Private
Your data stays yours.
We don't train models on your conversations. We don't sell your data. You can export or delete everything at any time.
Honest
We make you a better client.
We don't replace your CPA, attorney, or advisor. We help you walk into their office already prepared — so the time you do pay for is spent on the harder questions.
Beyond the ask
WithDave is so much more.
A deep platform built to serve your real decisions — documents, research, tracking, analysis, and a full learning library. Quiet on the surface, serious underneath.
Multi-advisor
The Boardroom
All five advisors weigh in on the same question — every angle, one answer.
Documents
Document Studio
170+ templates drafted for your situation and ready to send.
Research
Deep Research
Multi-source reports on complex, cross-domain topics.
Analysis
Upload & Analyze
Drop in any document — get a plain-English breakdown in seconds.
Tracking
Decision Tracker
Every deadline, every follow-up, in one quiet place.
Library
Learn
100+ guides and six structured learning paths — no paywall, no limits.
What WithDave replaces
“Answers your CPA
would charge for.”
“Drafts your lawyer
would sign.”
“Briefings your advisor
would email.”
“All five voices
in one conversation.”
All for less than dinner. Free to start. No fine print, no $400/hr meter.
Now on iPhone · TestFlight Beta
Five experts. In your pocket.
The native iPhone app. A daily briefing personalized to your life. Instant ask whenever a question hits. Document analysis with the camera. Every advisor you trust — wherever you are.
Daily briefing
Personalized morning brief from all 5
Snap to analyze
Photo any document, get clarity
Ask anywhere
All five advisors, on the go
iPhone · iOS 17+ · Free during beta · No App Store wait
WithDave for Firms
Built for the firms you call when it counts.
WithDave white-labels for CPAs, law firms, medical practices, restaurants, and financial advisors. Five vertical packs, in production. Same AI engine you trust — branded as the firm that serves you.
5 vertical packs · 8-week launch · Founding partner pricing
Goldstein & Reyes
Certified Public Accountants
Boutique tax & advisory · Est. 1998
Trusted Tax & Advisory Services for Individuals, Businesses & Estates
Since 1998, Goldstein & Reyes has guided small businesses, high-income individuals, and estate clients through every IRS curveball — from our Woodland Hills office.
Goldstein & Reyes — CPA Firms
A real customer story
Janet W. · age 67
Retired teacher · widowed
Tampa, FL
$400 / month
more in survivor benefits
$4,800 per year, indexed to inflation, for the rest of her life
A real customer story
“Jaya found money I didn’t know I was owed.”
Janet had been getting Social Security survivor benefits since her husband passed in 2024. When she signed up for WithDave on a friend’s recommendation, Jaya walked her through her benefit statement and flagged that she was eligible for a higher monthly payout based on her late husband’s record — something she had never been told.
Powered by Jaya
Social Security survivor benefits review
Trusted by people like you
“I walked into my CPA meeting already knowing my S-Corp election was the right move. He confirmed it in 15 minutes instead of us billing an hour getting there. Dave paid for a full year of Pro in one meeting.”
Marcus T.
Small Business Owner
“Our HOA sent a letter that read like a lawsuit was about to land. Erika walked me through what was actually enforceable and what wasn't — in three minutes. That's a question I'd have paid $400 just to ask my attorney.”
Priya S.
Homeowner
“Walter broke down my credit report in plain English and gave me a 90-day plan. My score went from 682 to 731 before I made an offer. My mortgage broker said that bump saved me about $40 a month — roughly $14K over the life of the loan.”
Jasmine R.
First-Time Homebuyer
Founded by attorneys
Built by attorneys with 30+ years of combined experience in tax law, litigation, business, and finance.
Quick answers
Common questions
Is this real tax or legal advice?
No. It's educational guidance that helps you walk into your CPA, attorney, or advisor meeting already informed — so you spend less time (and money) getting to the right answer.
How is this different from ChatGPT?
Five domain-specific AI advisors built from decades of real attorney experience — plus document generation, multi-advisor analysis, and decision tracking. Purpose-built, not general-purpose.
Read the full comparisonWhat can I use it for?
30 topics across tax, legal, insurance, retirement, benefits, and more. Plus 170+ document types and deep research reports.
Is my data private?
Yes. Conversations are stored securely, never sold, and we don't train on your data. Delete anytime.
What's free vs. Pro?
Free gets you 20 messages/day and 5 briefings/month. Pro unlocks unlimited chat, priority support, and early access to new products.
Can multiple advisors weigh in at once?
Yes — the Boardroom puts all 5 advisors on the same question so you get every angle before making a decision.
Free weekly insights, delivered.
Tax strategies, legal updates, credit tips — the stuff your CPA charges $400/hr to explain.
Your next big decision shouldn't be made alone.
Five AI advisors trained on decades of real attorney experience — free to start. Tax, legal, insurance, retirement, benefits.