The work your firm turns away is a recurring revenue line.

SAWD is an AI-run wealth and planning platform — real CPAs in the loop, one flat price — built to sit behind independent firms, not compete with them.

• Refer the advisory work you can't staff. Your client gets AI-managed wealth + planning; you keep the client relationship.
• Recurring-revenue partnership structure. Referral partners participate in the ongoing revenue on the clients they bring, under a short written agreement you'll review before committing to anything.
• Founding cohort — a handful of firms, on purpose. Direct line to the founder; help shape the product.