Covenant Systems

Your Daily Intelligence Briefing, Before Your First Cup of Coffee

Regulatory updates, industry trends, and client opportunities delivered to your inbox every morning. Built specifically for CPA firm owners who need to stay ahead without drowning in information overload.

🚀 Launching June 10, 2026

Become a Founding Partner See Live Demo

Stop Drinking from the Fire Hose

Regulatory Intelligence

IRS updates, FASB changes, state tax modifications, and compliance deadlines summarized in plain language. Know what affects your clients before they ask.

15 min/day → 5 min

Industry Trends

M&A activity, technology adoption, pricing benchmarks, and market shifts in accounting services. Position your firm ahead of competitors.

Real-time insights

Client Opportunities

Identify advisory opportunities, cross-sell triggers, and risk alerts based on what's happening in your clients' industries.

Proactive, not reactive

How Morning Briefing Works

1

AI Monitoring

Our system monitors 200+ sources: IRS, AICPA, state boards, industry publications, and regulatory feeds

2

Smart Filtering

AI filters for relevance, urgency, and impact on small-to-mid-size CPA firms — no noise, only signal

3

Daily Briefing

Delivered to your inbox by 6 AM: 5-minute read with summaries, action items, and links to full sources

4

You Stay Ahead

Walk into the office informed. Advise clients proactively. Position your firm as the trusted expert.

What You'll Get Every Morning

📋 Regulatory Updates

  • IRS guidance on beneficial ownership reporting deadlines
  • New FASB standards affecting revenue recognition for SaaS companies
  • State tax nexus changes in markets where your clients operate
  • Compliance deadlines in the next 7-30 days

💼 Market Intelligence

  • Private equity activity in your clients' industries (M&A opportunities)
  • Technology trends affecting accounting workflows (AI, automation)
  • Pricing benchmarks for CAS, advisory, and specialized services
  • Competitor moves (new services, firm acquisitions)

🎯 Client Triggers

  • Restaurant tax credit changes (alert hospitality clients)
  • R&D tax credit expansions (alert tech/manufacturing clients)
  • Economic injury disaster loan deadlines (proactive outreach)
  • New opportunities for tax planning, entity restructuring, and advisory

Become a Founding Partner

Limited to 20 CPA Firms

$1,500/month

Locked in forever. Never increases.

  • Daily briefing delivered by 6 AM, Monday-Friday
  • Full customization based on your firm's focus
  • Direct email support
  • Monthly check-in calls with our founder
  • Early access to new features
  • Lifetime founding partner pricing
⏰ Limited spots remaining. We launch June 10.

Before you commit, learn what we deliver:

📖 How We Create Your Briefing 💬 Discovery Call Guide
Reserve Your Spot →

We're Transparent About What We Build

Morning Briefing launches June 10, 2026. Here's exactly what happens:

How It Works:

Every evening, our founder reviews 200+ regulatory and industry sources. We identify what matters to CPA firms specifically. You get a 5-minute daily briefing with: regulatory updates that affect your clients, market intelligence for your firm, and specific client opportunities based on what just happened.

Why This Matters: We combine AI monitoring with human judgment. Automation finds the signal. A human decides what's relevant. You get quality, not noise.

Join the Founding Partner Waitlist

Limited to 20 CPA firms. We'll be in touch within 24 hours to schedule a discovery call.