Built for CPA Firms
The Retirement Platform Built by CPAs.
Designed for Modern Firms.
100%
Digital Administration
<15 min
Average client onboarding
$0
Implementation cost
20%
Max revenue share
20+
State Mandates Supported
From signup to recurring revenue in four simple steps
Start offering retirement plans to clients in minutes. WealthRabbit handles the administration while your firm stays in control of the client relationship.
Grow your retirement practice.
Increase your margin.
As you help more clients implement retirement plans, your partner pricing improves automatically, creating additional margin for your firm.
No applications. No approvals. No waiting periods.
STARTER
Up to 10 clients
5%
on WealthRabbit software to pass along or keep as revenue share
GROWTH
11-25 clients
10%
on WealthRabbit software to pass along or keep as revenue share
PRO
26-50 clients
15%
on WealthRabbit software to pass along or keep as revenue share
ELITE
51+ clients
20%
on WealthRabbit software to pass along or keep as revenue share
Partner tiers update automatically based on active client count. No applications or approval process required. Tier eligibility is reviewed monthly.
Everything your firm needs to offer retirement plans at scale
WealthRabbit gives accounting firms a centralized platform to launch retirement plans, manage clients, automate administration, and track compliance. All in one place.
Accountant Dashboard
Manage every client retirement plan from one centralized workspace. Monitor plan activity, contribution status, onboarding progress, and compliance requirements without switching between systems.
Client Reporting & True-Up Tracking
Access contribution reports, plan summaries, compliance updates, and year-end true-up information across all clients in real time.
Team Management & Permissions
Add staff, assign client relationships, and control access with role-based permissions designed for accounting firms.
Digital Client Onboarding
Launch retirement plans online in minutes. From account creation to employee enrollment, the entire process is paperless and streamlined.
Automated Contributions
Connect payroll once and automate recurring retirement contributions across client plans with minimal manual intervention.
One payroll connection. Zero ongoing work.
Connect your client's payroll provider once and WealthRabbit automatically handles contribution calculations, processing, and tracking every pay period.
Retirement planning that fits inside your firm's workflow
Connect WealthRabbit to Karbon and automatically sync clients, onboarding tasks, and retirement planning workflows without changing how your team works.
Connected to WealthRabbit
Clients Imported Automatically
Auto-Sync Client Data
Ready-to-Use Work Templates
Find the Right Retirement Plan for Every Client
From self-employed entrepreneurs to growing businesses, WealthRabbit offers retirement solutions designed for every stage of growth, with modern automation, professional investment management, and simple administration.
SIMPLE IRA
Offer a meaningful employee benefit, satisfy state retirement mandates, and automate retirement savings, all without the complexity of a traditional 401(k).
What you’ll get
- Employer matching contributions (tax-deductible)
- Automated payroll-based contributions
- No annual Form 5500 filing requirements
- State mandate compliance in all active mandate states
- Digital employee enrollment and onboarding
- Employee and employer dashboards
SEP IRA
Maximize retirement savings with one of the highest contribution limits available while keeping administration simple.
What you’ll get
- Highest contribution limits among IRA plans
- Employer-funded contributions only
- Immediate 100% vesting
- Flexible funding schedules
- Minimal ongoing administration
- Simple digital setup
Traditional IRA
Reduce taxable income today while allowing your investments to grow tax-deferred for retirement.
What you’ll get
- Potential tax deduction on contributions
- Tax-deferred investment growth
- Available to most individuals with earned income
- Complements workplace retirement plans
- Fully digital account setup
- Professionally managed portfolios available
Roth IRA
Pay taxes now and enjoy tax-free growth and withdrawals later, ideal for long-term savers and tax diversification.
What you’ll get
- Tax-free growth and qualified withdrawals
- No required minimum distributions (RMDs)
- Automated Backdoor Roth IRA solutions
- Professional portfolio management
- Crypto-inclusive investment options via Bitwise
- Personalized risk-based portfolio recommendations
Investment Options Employees Actually Understand
Your clients don't need to become investment experts. WealthRabbit automatically matches employees with professionally managed portfolios designed around their goals, risk tolerance, and retirement timeline.
