A Family Office Operating System for Your Practice.

The MyTaxNinjas platform brings intake, planning, workflows, and reporting together — built on MyVectr — so complex, multi-professional work stays organized under your relationship.

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Illustrative · Sample data

Illustrative concept only. Screens use neutral sample data, do not represent actual clients or results, and may differ from the live platform.

What the platform covers

Dashboards, Strategy Tools, Workflows, and Reporting.

Dashboards

A household-level view that brings together the client’s situation across all four pillars, so you can see beyond managed assets.

Strategy tools

Structured tools to organize planning considerations and prepare clear summaries for professional and client review.

Workflows

Intake, document collection, and implementation steps organized into trackable workflows for your team and ours.

Reporting

Status and progress reporting that keeps you informed and supports ongoing client reviews.

Screens shown are illustrative concepts using neutral sample data. Specific features, integrations, and availability are confirmed during your walkthrough and may vary by partner agreement.

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We'll walk you through how the platform supports your practice and your clients.

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