What's new

Shipped, and shipping.

The big things, in plain English. New pages, new guides, and each step of Basecamp as it goes live. Small fixes happen every week and are not listed here.

Up next in Basecamp

  1. 01
    Proactive monitoring
    Deadlines, stale bank feeds, missing documents, deposits that did or did not land. We watch, we nudge.
  2. 02
    The What's Mine number
    One figure that says what you can take out this month after payroll, taxes set aside, and what the business needs next.
  3. 03
    Planning you can see
    Your year, projected, with the decisions that move it drawn on the same chart.
  4. 04
    A budget that maintains itself
    Owner budget against actuals, built from the books we already keep.
  5. 05
    Your own MCP
    Ask your books a question from your AI assistant and get an answer from reconciled numbers.

In build, in roughly this order. No dates until they are real. See the preview →

  1. BasecampBeta · limited access

    Basecamp beta opens, with a sneak peek for everyone

    The first client is in. Everyone else can see what is coming on the preview page, and sign-in now lives under Log in in the menu next to TaxDome.

    Take a look
  2. Website

    Services pages and a Terms of Service

    Six plain-English pages on what we do, who each one is for, how it works, and what it costs. Plus the terms for using the site and Basecamp.

    Take a look
  3. BasecampBeta · limited access

    Bookkeeping insights: where every dollar went

    For bookkeeping clients: what happened this month in plain English, where a dollar of sales goes, the day the month broke even, and a store race. Tap anything to see the transactions behind it. Live for our first test client.

  4. Services

    Payroll setup, quoted in two minutes

    A short quiz tells us who you pay, where, and how often, and gives you a quote on the spot. We set it up in Gusto and register the state accounts.

    Take a look
  5. Guides

    New clinician guide: you just formed a professional corporation

    For new California dentists and physicians told to form a PC. What changed, what is due in year one, and an interactive comparison of what each structure really costs.

    Take a look
  6. BasecampBeta · limited access

    Your books, live in Basecamp

    Bookkeeping clients can sign in and see their own profit and loss for the month, pulled from QuickBooks every night, no export and no waiting for a PDF.

  7. BasecampBeta · limited access

    The QuickBooks connector

    Basecamp now reads your QuickBooks Online file directly and refreshes overnight. It is the foundation everything else in Basecamp is built on.

  8. Guides

    The 2026 family tax checklist

    Built for Gold Ridge Elementary families and free to anyone: the documents to gather, the credits parents miss, and a printable version.

    Take a look
  9. BasecampBeta · limited access

    Basecamp gets its address, and its first client features

    The client portal moves to mytrailhead.tax/basecamp with one-tap email sign-in and Google sign-in. First deliverables: a tax projection you can read, a return tracker, and your tax calendar.

  10. Guides

    The Resources library opens

    You Probably Don’t Need an LLC, What Is an S-Corp, Will I Owe Taxes This Year, the 5 Things quiz, The Story of Tax Prep, and a short course on being the best client ever.

    Take a look
  11. Website

    Privacy and AI policy, written for humans

    Exactly what we collect, who we share it with and why, which AI tools we use, and the rule that a person reviews every AI-assisted work product before you see it.

    Take a look
  12. Services

    Transparent monthly pricing: Base, Ascent, Summit

    Three tiers for individuals, businesses, and bookkeeping, priced by the month with what each one includes spelled out. No surprise invoice in April.

    Take a look
  13. Website

    C&A Welch becomes Trailhead Tax

    New name, new site at mytrailhead.tax, and pages for Folsom, Roseville, and El Dorado Hills. Same people, same phone number.

    Take a look