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Your client base is your next growth opportunity.

One System. Every Business Relationship.

4ID Foresight

Starting at

$4,950/ year

Per firm · Monthly Billing Available · No hidden fees

50clients
10users
Includedteam onboarding

Integrations: QBO and Xero included. Inquire for Intacct, NetSuite, and others.

Get Started Today

Add capacity in 50-client blocks whenever you're ready.

50 clients · $4,950/yr 50 clients · $495/mo

Revenue Assessment

One-time

$495

Per firm · No subscription required

1assessment report
Liveexpert walkthrough
Your clientsseen in platform

What you get: a Revenue Assessment Report built on your own portfolio.

Request My Revenue Assessment

Get a walkthrough of your clients inside 4ID Foresight

Everything included in 4ID Foresight

Portfolio Monitor

Retain

Advisor-level view before every meeting.

Opportunity Map

Grow

Surface hidden revenue across your portfolio.

Business Health Indicator One score summarizing client engagement, activity, and risk, so you know who needs attention now.

Popular

Know which clients need attention now.

Personality Hub

Popular

Understand how each business behaves.

Ready-to-Use Templates

Project plans, deliverables, and comms.

Dedicated Success Support

Committed to your outcomes, not just onboarding.

What It Delivers

Protects at-risk revenue, improves client outcomes, and surfaces new growth, all from your existing book.

What's Included

Everything. No per-user fees, no feature gating, up to 50 clients and 10 users.

Simple annual agreement Upskill your staff from day one Scales as you grow Codified Wisdom® Decision Intelligence Community + Coaching

Not ready yet?

Take a closer look first

Two ways to see what 4ID Foresight™ would find in your client base before you commit.

Look inside See a live walkthrough The self-guided tour is built for a desktop browser. Book 15 minutes and we'll walk you through the portfolio view and opportunity map live. Book a 15-minute demo Bring your data Request a revenue assessment Sit down with an expert and see the clients, opportunities, and recommended next actions behind your own estimate. Book a time

Have a question about fit or something specific? Talk to an expert.

Common Questions

Everything you need to know

Answers to the questions managing partners ask most.

4ID Foresight is the Client Retention and Growth System for CPA firms. It continuously monitors your client portfolio to spot future risk early, identify where you can help, and surface growth opportunities across your existing client base. Powered by Codified Wisdom® decision intelligence, it gives your advisors the guidance they need to retain clients, create better outcomes, and grow revenue without adding headcount.

Dashboards show you what happened. 4ID Foresight tells you what to do next. Codified Wisdom® decision intelligence interprets your portfolio signals and delivers guided, auditable next steps directly to your advisors so your firm spends less time analyzing and more time advising. It's the difference between a report and a revenue operating system.

Three things. First, it protects revenue by identifying at-risk clients up to 18 months before distress so your advisors can step in early. Second, it creates better client outcomes by surfacing who needs attention now and equipping advisors with ready-to-use guidance. Third, it grows revenue by uncovering expansion opportunities across your existing book, down to the project plan, suggested pricing, and call sheet. Firms have the potential to protect $1-2M in revenue and surface $2-3M in new growth opportunities per 100 clients.

Everything. The base plan covers up to 50 clients and 10 users and includes the Portfolio Monitor, Opportunity Map, Business Health Indicator, ready-to-use templates, community coaching, and dedicated success support. No per-user fees, no feature gating.

QuickBooks Online and Xero are included in the base plan. Sage Intacct, NetSuite, and other platforms are available at an additional charge. Integrations are designed for minimal lift with no large implementation projects required.

No. It makes them significantly more effective. 4ID Foresight automates the identification of risk and opportunity so your advisors can manage a higher volume of clients without burning out. Less experienced advisors can deliver consistent, partner-quality guidance across every engagement. Your people bring the relationships and judgment. Foresight brings the signal.

Select Get Started Today at the top of this page to subscribe, or See It In Action to walk through the platform before committing. Either way, your team can be up and running within the first week.