Health and tax records stay locked.
Each is locked under its own key, and no staff role can open them.
The Snow AI family
The office for people who look after people.
Taxes, health insurance, invoices, signatures and your client book, under one login for you and one for your clients.
English, Spanish and Hindi · Built to HIPAA’s standard · All 50 states and DC
What the family does
Less running around. More looking after people.
Three things every product shares, shown in the products themselves.
2026 return · Maria LopezTax
Wages (W-2)$48,200
Standard deduction, single$16,100
Federal tax withheld$4,870
State returnIncluded
Estimated refund$1,284
Engagement letter · LopezSign
Client signatureDate
Maria Lopez Signed · 27 Sep 2026Filed toLopez · 2026 return
Invoice INV-1043Invoice
2026 tax preparation$350.00
State return$100.00
Total$450.00
ReminderSent automatically
StatusDue in 5 days
Health plan · Garcia familyGetCovered
Real plans and prices, by state and income Silver 94
Details read from the exchange’s PDFChecked by you ✓
Shown in their accountPortal
StatusEnrolled
Welcome back, MariaPortal
Your health plan Silver 94 · Active
Your 2026 tax returnReady to sign
Your documents6 files
Messages from your agent1 new
Welcome back, MariaPortal
EnglishEspañolहिन्दी
Your health plan Silver 94 · Active
Your 2026 tax returnReady to sign
Messages from your agent1 new
Maria LopezCRM
Admin viewClient view
ServicesTax 2026 · Silver 94
MoneyINV-1043 · $450.00 paid
Next follow-upRenewal, before 1 Jan
LanguageEspañol
ShowingExactly what Maria sees
Her health planSilver 94 · Active
Her 2026 returnReady to sign
This viewRead-only · audited
Records under lockEvery product
Health recordsLocked under their own key
LockedTax recordsLocked under a key of their own
LockedStaff roles that can open themNone
Watch it
One return, from ready to paid.
Press play: the return goes to Maria to sign, she signs on her phone, the invoice goes out and comes back paid.
2026 return · Maria and Luis Lopez
Income$92,400
Standard deduction$32,200
Refund$2,318
StatusReady to sign
Sent to Maria Lopez to sign
Meet the family
Eight products. One sign-up.
Each one does its own job, and they meet in your office. Start with one and add the rest when you need them.
ReturnsTax
Federal returns and every state and DC, for 2025 and 2026, from the IRS’s own figures.
Meet Tax Client accountPortalYour client’s one account: their health plan, their tax return and their documents.
Meet Portal Client bookBeing builtCRMEvery client, every service, the money and the follow-ups, with Client view.
Meet CRM Health plansGetCoveredReal plans and prices by state and income, and the enrollment that follows.
Meet GetCovered BillingInvoiceInvoices with a pay link, reminders that go out for you, and receipts.
Meet Invoice SignaturesSignSend, sign and file documents, Form 8879 included, without printing a page.
Meet Sign WritingDocumentsLetters, proposals and reports, drafted with you.
Meet Documents Live sessionsWebinarLive sessions for your clients, like an open enrollment Q&A.
Meet WebinarAround your office
Everything your clients need, turning around you.
Returns, plans, invoices, signatures and follow-ups. Each one lives in its own product and meets the others in your office.
For your business
From the first hello to the paid invoice
Pick the kind of work you do and follow a client through it.
- Invite the clientA link, by email or handed over in person.Portal
- They upload their W-2From their phone, filed on their return.Portal
- You prepare the returnFederal and every state, from the IRS’s own figures.Tax
- They sign Form 8879The e-file signature, in two taps.Sign
- You get paidAn invoice with a pay link.Invoice
Photo · a preparer with a client
- Quote a planReal plans and prices for their state and income.GetCovered
- Enroll and file the PDFThe details read from the exchange’s PDF, checked by you.GetCovered
- The client sees their planCard, documents and renewal date in their account.Portal
- Follow up at renewalA task arrives before the date does.CRM
Photo · an agent on a call
- Keep the client bookDetails, notes and follow-ups in one record.CRM
- Send the contractSigned and filed without printing a page.Sign
- Write the documentLetters, proposals and reports, drafted with you.Documents
- Bill and get paidInvoices, reminders and receipts.Invoice
Photo · a shop owner at the counter
Kept the way it should be
Built for the records people trust you with.
See what they see, and nothing more.
Client view shows exactly what the client sees, even before they have a login. It is read-only and audited.
Built to HIPAA’s standard.
The client’s account is built to the standard health information calls for, in English, Spanish and Hindi.
Works with
Works with what you already use
Payments, texts, plans and files come in from the services you trust.
Open your office in an afternoon.
One sign-up opens every product. Bring your clients when you’re ready.
Examples shown are illustrative