BondtallyFor municipal advisors, CPA firms and rebate analysts
One license for every issuer you advise.
The Advisor license covers unlimited client issuers for 12 months. Your firm's name heads every rebate report and Form 8038-T worksheet, and you bill your clients for the work at your own prices. With FOUNDING40 it costs $2,340 until 30 Nov 2026: less than one $15,000 bond report seen in a public RFP.
- Unlimited client issuers
- Your firm's name on the reports
- Bill your clients yourself
- Records stay on your computer
- 14-day full refund
Why advisors use it
Every client's 2021–2022 issues reach their 5-year date in the next twelve months.
Triage the whole book
Test the spending exceptions of each client issue in minutes and see which ones actually need a full computation before the 60-day window opens.
Your firm on the paperwork
Type your firm once: it heads the rebate report, the workbook summary, the Form 8038-T worksheet ("Calculations prepared by") and the audit log.
Checked against the IRS examples
The engine reproduces 26 CFR 1.148-3(j) Example 1 and the yields of 1.148-4 every time it opens, and shows every future value it uses.
Price
Less than one rebate report, for every client you have.
| License | Covers | List price, 12 months | With FOUNDING40 (until 30 Nov 2026) |
|---|---|---|---|
| Issuer | 1 issuer, all of its issues | $790 | $474 |
| Finance office | Up to 10 issuers | $1,990 | $1,194 |
| Advisor | Unlimited client issuers, your firm's name on the reports | $3,900 | $2,340 |
Questions advisors ask
Before you buy
May I charge my clients for computations made with Bondtally?
Yes. Rebate work is part of your services and you set the price. The license itself stays with your firm.
Does each client need its own license?
No. The Advisor license covers any number of client issuers for 12 months. A client who wants to run Bondtally on its own computers buys its own license.
What does it not cover?
Yield restriction, variable-yield issues, transferred proceeds of refundings, qualified hedges, guaranteed investment contracts and penalty in lieu of rebate. It flags them; you apply your own methods.
Do our clients' records go to your server?
No. Everything is computed in your browser. Security note
Triage every client issue this season.
Advisor license: $2,340 with FOUNDING40 until 30 Nov 2026: $3,900 for 12 months. Free sample, no sign-up.