You teach the HSA strategy. We help them run it.
You've shown your clients how to grow their HSA tax-free by paying the medical costs out of pocket. The advice is easy; the follow-through is where it breaks down. HSA Monster is a service for Apple devices that you can hand your clients so they can actually execute the strategy with receipts captured, organized, and ready when they reimburse later.
Request a demoThe problem you already see
You coach clients to pay medical costs out of pocket and let their HSA compound. It only works if they keep the receipts. How many of your clients actually do that?
Lost receipts, lost reimbursements
Every misplaced receipt is a tax-free dollar your client can never pull back out.
The strategy stalls
Without an easy system, clients don't capture expenses, or even worse, default to spending the HSA instead of investing it.
They lose track
Years of out-of-pocket spending pile up and clients can't see how much tax-free money is waiting to be reimbursed.
What your firm gets
A high-trust value-add for clients with zero operations lift on your side, and a recurring touchpoint that keeps you top-of-mind all year.
A real client benefit
Give HSA Monster to your HSA-maximizing clients as a benefit of working with you. It's a tangible tool that helps them act on your advice.
Private by design
Without accounts or third-party servers, it's simple to use. Just install and start capturing. Data lives in each client's own iCloud and there's nothing for your team or ours to manage.
Reimbursement-ready
Clients always see their running tax-free reimbursable balance, and can export clean annual statements or their full receipt archive in a tap.
How it works
We invoice you directly and provide you with install links for your clients. There's no additional setup, portal, or account management required.
Tell us how many clients
Share roughly how many clients you'd like to offer this to. We size a license block to fit.
We send codes, you distribute
You get a batch of annual redemption codes for your firm. Hand them to clients through your own portal or email.
Invoiced directly
Your firm is invoiced directly once per year so that you don't have to manage individual client accounts. Clients simply redeem and start using the app.
Pricing
Licensing is priced in annual blocks based on how many clients you'd like to offer this to, with discounts off individual pricing as your client size grows. Tell us roughly how many clients you're thinking of, and we'll send a quote.
Common questions
What advisors, CPAs, and tax preparers usually ask before offering HSA Monster to their clients.
Can I offer HSA Monster to my clients?
Yes. We provide a batch of redemption codes for your practice, and you distribute them to your clients however you already reach them. There's no technical setup or management on your end.
How does billing work for firms?
We invoice you directly so there's no per-client checkout required. Licensing is priced in annual blocks based on how many clients you'd like to offer it to, with discounts that grow as your block size grows. Tell us roughly how many clients and we'll send a quote.
How long does a license last, and how do renewals work?
Client licenses run for one year. Before your block expires, we'll reach out to renew it directly with you, so your clients keep uninterrupted access. Renewals are handled through the same direct invoice so your clients are never charged individually.
Do my clients need to create an account?
No. HSA Monster has no accounts and no logins. Clients redeem a code, install the app, and their data lives privately in their own iCloud. Nothing for you to administer per client.
Is my clients' financial data private?
Yes. All AI receipt scanning runs on-device, and there are no third-party servers. Receipts and data never leave the client's device or their personal iCloud, which keeps it simple from a privacy and compliance standpoint.
Can I try it myself before recommending it?
Yes. Verified financial advisors, CPAs, and tax preparers get a free year for their own personal use so you can evaluate the app before offering it to clients. Just let us know in the form below.
What's the minimum to set up a client block?
The entry block covers up to 10 clients, which keeps the program manageable to administer. If you have fewer than that, clients can subscribe directly in the app.
Request more information
Whether you're an advisor, CPA, or tax preparer, tell us a little about your practice and we'll follow up within a day or two. If you're just evaluating for yourself first, let us know below. Verified professionals get a free year.
Thanks, we got it. 🎉
We'll be in touch shortly, usually within a day or two. In the meantime, feel free to try the app yourself from the App Store.