Stop juggling disconnected tools, missed calls, and compliance chaos.
One platform, real experts, zero confusion. Clerke handles every business milestone — from formation to filing — so you can focus on building.
Pick your industry to see how Clerke solves your specific challenges.
"Your AI answers 'What documents do I need for my return?' at 2am so you don't have to — and books the appointment while you sleep."
"A client calls on a Saturday needing a last-minute mobile notary for a closing. Ava captures the request, checks your availability logic, and confirms — before you even see the missed call."
"A small business owner calls at 9pm wondering if they need to register for sales tax in a new state. Ava gives them a qualified answer, captures their info, and queues them for your morning review."
"A potential client discovers your site at 11pm, asks about your rates and availability, and books a discovery call — without you lifting a finger."
"A new client finds you on Instagram at midnight, asks about your program, and by morning has filled out your intake form and paid their deposit — all through Ava."
"A small business owner calls wondering why their P&L doesn't match their bank balance. Ava captures the issue, tags it as urgent, and routes it to your queue — with context already written up."
"Your agency's phone rings 60 times a day. Ava handles the first 55 — FAQs, project status checks, intake for new leads — and sends you only the ones that need a human."
"You're with a client and can't answer. The next call gets Ava — who captures the lead, quotes pricing, and schedules a callback. You finish your appointment with a warm lead waiting."
We've simplified every service into the same straightforward flow — so you always know where you are and what comes next.
Fill out the intake form for the service you need. Formation, taxes, notary — each has a guided intake that walks you through exactly what to provide. Takes about 10 minutes.
For tax prep: GPT-4o Vision reads every document, extracts income and deductions, and flags anything unusual. For formation: we check name availability and prepare your articles. No manual entry.
A certified tax professional or licensed specialist reviews the AI's work, catches edge cases, and delivers your completed return or formation documents. You approve. We file.
Two payment flows: pay upfront for fixed-price services, or submit an intake and receive a custom invoice before any work begins.
Guided DIY tax filing for individuals. Answer questions, upload your W-2s and 1099s, and file in minutes. Powered by our trusted filing partner.
Full-service professional preparation. Upload your documents — we review complexity and send an itemized invoice before any work begins. No surprises.
How this works: Submit intake → we review your documents → send a firm-price invoice → you pay → preparation begins. No work starts until you approve.
For new entrepreneurs, side hustles, and simple startups. Your LLC or Corp from intake to state filing — done before lunch.
For growing startups and service-based businesses. Everything to form and actually operate correctly from day one.
For serious entrepreneurs preparing to scale. The complete formation package with ongoing support and tax planning built in.
Annual report deadlines, state fee reminders, registered agent renewals — tracked automatically so nothing sneaks up on you.
Tax prep is just the start. Clerke connects you with the right tools and partners for every part of your business — W-4 & 1099 AI form fill, contract templates, Xero bookkeeping, Gusto payroll, and Mercury business banking.
Pay-now, fixed price. Add to any service or purchase standalone.
Federal employer ID. Required for hiring, banking, and most business accounts.
Custom LLC agreement governing member rights, distributions, and management.
Filed on your behalf to maintain good standing with the state. (+ state fees)
Deadline alerts, quarterly estimates, annual report reminders, and deduction tips.
Memorable toll-free 800 number for your business. Beta pricing — save $19/mo.
Add to Plan →AI-generated business documents and SEO backlinks. Fill out a quick intake, get deliverables in minutes — not weeks.
Investor-ready business plan with market analysis, financial projections, and competitive landscape — generated from a 5-minute intake.
Professional slide deck for investors or partners. Problem/solution, traction, financials, team — ready to present.
Professional logo concepts with brand guidelines, color palette, and typography recommendations for your business.
5 high-quality backlinks from DA40+ sites. Perfect for new businesses building initial domain authority.
15 backlinks from DA50+ sites plus a guest post. Ideal for businesses ready to rank competitively.
30 premium backlinks, guest posts, and an AI-generated press release for maximum search visibility.
Many formation documents require notarization. Online, convenient, and secure — we have you covered.
Video call with a commissioned notary. Convenient, secure, available whenever you need it.
Everything you need to run your business. Phone receptionist included on every plan.
| Subscription Length | Porting Fee |
|---|---|
| Less than 60 days | $25 |
| 60–89 days | $15 |
| 90 days – 1 year | $5 |
| 1+ year | Free |
Set up your LLC or corporation separately. Choose the tier that matches your business stage. Phone service is optional — formation works independently.
Formation tiers include state filing fees (billed separately) + phone service first month free. No phone subscription required to purchase formation.
Every return reviewed and filed by a certified tax preparer with years of professional experience. AI speeds up the work — a human is always accountable for the result.
Direct IRS partnership. Your returns are filed by an authorized, approved preparer. Your submissions go straight to the IRS — no intermediaries.
Selena Kirksey is a licensed notary public. Your documents are handled with full legal authority — online, convenient, and secure.
"I was doing this manually for every client. The AI was obvious. Building it was the hard part."
TBG Shoppe (Total Business Guidance Shoppe) is a Houston consulting firm specializing in tax prep, business formation, and small business advisory. Clerke was built to automate TBG's own workflow — then made available to every entrepreneur.
Selena spent years running a consulting practice in Houston — tax prep in the spring, formation filings year-round, compliance reminders, bookkeeping reviews. The work wasn't hard. It was just endless.
Every client needed the same checklist. Every filing season meant the same document collection process. Three tools, three logins, three invoices — for work that should have been one conversation.
When GPT-4o Vision got good enough to actually read tax documents accurately, the answer was clear. Build the platform that her practice needed, and make it available to every solopreneur who's been paying 3x for fragmented services.
Clerke is that platform. Built by a practitioner. Reviewed by a certified pro. Built for the entrepreneurs who should have had this ten years ago.
The AI receptionist market is a $4.6B+ opportunity. We're capturing it from the bottom up — every service professional who can't afford a full-time receptionist is our customer.
We're looking for aligned investors who understand the SMB SaaS space — specifically the opportunity at the intersection of AI, professional services, and the 33M+ small businesses that are still underserved by technology. If that sounds like you, we'd love to share the deck.
📄 Request Investor Access →Formation, taxes, compliance, notary — one platform, one team, one place where your entire business story lives.