Making Tax Planning Accessible for Content Creators Across North America

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Fogain Financial is on a mission to make tax planning accessible for content creators across North America, and fast. As the firm scaled its client base and service offerings grew, staying coordinated became critical. When managing $1M+ in client revenue across 20+ creators, the stakes couldn’t be higher: How do you deliver sophisticated tax strategies while keeping everything organized and your clients informed in real-time?

The Aurelis-built platform has been central to Fogain’s operations, serving as a financial hub that enables real-time QuickBooks integration, automated tax calculations, and transparent client communication. “It’s hard to put a number on it,” said the Fogain team. “But it’s helped us save time centralizing our tax planning system.”

Today, the platform handles everything from tax calculations to scenario modeling. The system keeps clients and accountants on the same page, which matters when you’re optimizing tax strategies and filing across two countries.

One platform for 20+ creators managing $1M+ in revenue

At Fogain, creator success drives everything. The team uses the platform’s Admin Portal so clients can access their financial dashboards 24/7, with tax insights updating automatically as QuickBooks data syncs.

The dashboard replaced what used to be email chains, scattered PDFs, and manual calculations. Accountants see real-time financial metrics. Clients check their tax ROI, review scenario analyses, and track deductions as they happen. “No more waiting until year-end to know where we stand,” one creator told us.

“Having everything connected to QuickBooks made it a lot easier to spot opportunities and flag issues early,” said one of Fogain’s first clients on the platform. As more creators came on board, the team focused on permissions, data security, and making complex tax information accessible. The platform’s built-in tools have evolved with the firm’s needs.

Fogain also uses the system to keep clients engaged year-round, not just at tax time “When you’re working with creators across Canada and the US, you need systems that handle complexity but feel simple,” the team said. “The platform gives us that.”

Tax planning that saves time and money

The platform handles tax planning from data sync to strategy optimization. When QuickBooks syncs new transactions, the system automatically updates financial metrics and tax calculations. The AI-driven tax calculator computes federal, state, and provincial tax liabilities, deductions, and credits for Canada and the United States instantly.

Accountants review tax insights and run scenario analyses to compare different strategies. The system models multiple scenarios like S-Corp vs. Corporation or different filing statuses. It visualizes the impact of deductions, credits, and business decisions on tax outcomes. One click generates reports that show which strategy saves the most money.

The Fogain AI helper identifies tax-saving opportunities, missed deductions, and compliance risks automatically. It provides actionable suggestions to minimize liabilities and maximize savings.

The scenario modeling feature supports strategic planning for year-end and quarterly tax optimization. Clients can compare different approaches before making decisions. The system shows clear breakdowns of taxable income, effective rates, and after-tax cash flow. This transparency helps clients make informed financial decisions throughout the year.

The combination of QuickBooks integration and automated calculations has eliminated manual data entry and kept tax planning continuous instead of seasonal.

1,000+ transactions processed with 30+ strategies that actually save creators money

As Fogain grows, they continue to look at how new features could help predict tax obligations and suggest optimizations automatically. The idea is to shift from reactive tax filing to proactive wealth building.

That matters as the firm looks to expand beyond the creator economy into other professional service businesses.

The platform has become part of how Fogain delivers value day-to-day. It helps the team stay proactive and clients stay informed as the business grows. For Fogain, having the right tools, the right expertise, and a focus on creator success is what makes the difference.

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