About AF² DB & Tax Operating System

AF² DB & Tax Operating System is a relationship management workspace for small-business prospecting, retirement-plan discovery, and tax-planning conversations. It brings business profiles, owner and decision-maker contacts, research, follow-up tasks, and meeting schedules together so users can spend less time organizing information and more time preparing meaningful conversations.

The app is designed for agents, managers, and advisory teams who work with business owners. Users can organize prospects by territory, track opportunities through a pipeline, record conversations, and review missing information in a verification queue. Guided discovery helps teams gather details about owners, employees, payroll, compensation, existing retirement plans, and future goals before seeking professional analysis.

A conversational Superagent helps users explore their CRM information and prepare proposed changes. Human confirmation remains part of the process, and unverified research should not be treated as established fact. Personal Google Calendar connections let each user view their own scheduled events alongside CRM meetings without sharing those personal events with the rest of the team.

Who builds this app

The app is built and maintained by the team operating this prospecting workspace, using Base44 for its application platform. Its focus is practical business discovery, clear records, and accountable follow-up, rather than replacing professional judgment. Feedback from users helps identify improvements to the workflow and the information teams need to collect.

Defined benefit, cash balance, succession, and other planning discussions are preliminary opportunities, not promises of eligibility, deductions, or tax savings. Qualified professionals must evaluate the facts and determine appropriate next steps.