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Invest in Clerke

The unified operating system for entrepreneurs — formation, compliance, tax, banking, credit, and AI-powered service delivery, all under one roof.

9
Service Verticals
LLC & Corp
Entity Types
AI
Ava Receptionist
RON
Exclusive Provider

White-label service bureaus at scale

Clerke is building the infrastructure layer for the next generation of entrepreneurial services. Our white-label platform lets service bureaus — tax professionals, CPAs, formation specialists — operate their own branded practice with nine integrated verticals, AI-powered client intake, and automated compliance workflows.

We're doubling down on our AI receptionist (Ava), who already handles intake routing, appointment booking, and FAQ response. The vision is a fully autonomous front-office: clients onboard, upload documents, receive AI-extracted data, get invoiced, and initiate filings — with no manual intervention required.

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9 Service Verticals

Tax, bookkeeping, payroll, banking, legal, credit, notary, formation, and more — unified in a single platform.

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AI Receptionist (Ava)

Handles client intake, routes service requests, answers FAQs, and books appointments 24/7.

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Certified Tax Pros

Licensed tax professionals — not just software — handling everything from W-2s to multi-state filings.

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Exclusive RON Provider

Remote online notarization — the only platform that combines RON with full formation and compliance in one flow.

Let's talk.

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