What United Cloud Partners Services does

United Cloud Partners Services (d/b/a UCloudPS or United Cloud) is a privately held LLC founded in 1996 and headquartered in Glenburn, Maine that operates a membership-based cloud platform serving financial advisors, broker-dealers, and tax professionals across the United States. Its core offering combines a secure private cloud network, weekly training webinars, regulatory compliance and marketing tools (including postcard mailers), and a content library of tax-planning recordings. The company distributes these services through a secure member portal (secure.collaborationnetworks.net), direct sales, and in-person events such as its Bangor, Maine summer gathering.

The company's flagship product is the Taxplan App, available on Apple App Store and Google Play Store, which enables advisors to photograph client tax returns, transmit them via encrypted camera-to-cloud transfer into the firm's private cloud, and receive expert tax planning recommendations in written, audio, or CPA-prepared pro-forma return formats. The underlying technology emphasizes security architecture (end-to-end encrypted image transfer, no local phone storage, private cloud storage) rather than automation, positioning the platform as a workflow tool that connects advisors to human tax experts. The company also references services for attorneys and accountants in its firmographics, suggesting an intent to expand beyond financial services.

United Cloud generates revenue through two primary streams: a $9.99/year Taxplan App subscription with per-request pricing for additional planning services (written advice, audio files, pro-forma returns), and subscription-based member services for marketing tools, compliance solutions, training, and education sold to both solo advisors and enterprise broker-dealer platforms. Go-to-market is community-led with a product-led acquisition overlay via the mobile app, supported by testimonials, regional events, and direct sales (1-888-942-6923, [email protected]).

Name

United Cloud Partners Services

Legal name

United Cloud Partners Services, LLC

Website

https://ucloudps.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

United Cloud Partners Services is a private, Maine-based membership platform that provides financial advisors, broker-dealers, and tax professionals with a secure cloud network, the Taxplan App for tax planning, marketing tools, compliance solutions, and weekly training webinars across the United States.

Ownership category

akta.pro rank

Product category

Financial Advisor Tax Planning Services

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL)

akta.pro secondary industries

Cloud Security & Compliance Services (BPAEACAG), Data Security & Privacy for Cloud (DLP, DSPM, Tokenization) (HDABAHAK)

Keywords

• Tax planning services
• Financial advisor marketing
• Broker-dealer compliance
• Regulatory compliance solutions
• Secure cloud network

Headquarters

HQ city

Bangor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Technology or R&D, Personnel, Marketing or Sales

Revenue model

1. Taxplan App Subscription: Annual subscription at $9.99/year provides base app access and authentication. Additional tax planning services (written advice, audio files, pro-forma returns) are priced per request.
2. Member Services and Marketing Tools: Revenue from marketing tools, regulatory compliance solutions, training webinars, and educational resources for financial advisors, broker-dealers, and tax professionals. Services support solo practitioners to enterprise-level broker-dealer platforms.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

United Cloud Partners Services is a cloud-based back-office fulfillment and marketing service that supports financial advisors, broker-dealers, and tax professionals nationwide. It delivers the Taxplan App — a mobile application that lets advisors photograph tax returns, securely transmit them to a private cloud, and receive expert tax planning recommendations — alongside marketing tools, regulatory compliance solutions, and weekly training webinars. Services cater to solo practitioners as well as enterprise-level B/D platforms.

Product overview

United Cloud Partners Services operates as a platform offering technology-enabled services for financial advisors, broker-dealers, and tax professionals. The primary product is the Taxplan App, a mobile application that connects advisors to a secure private tax cloud network for tax return analysis and planning advice. The company also provides complementary services including marketing tools (postcard mailers), weekly training webinars, and regulatory compliance solutions that support the overall advisor workflow.

Differentiator

Problem solved

Functional benefit

Brands

• Taxplan App: A mobile application that allows advisors to photograph tax returns, receive tax planning recommendations from experts, and access various feedback formats including written advice, audio files, and pro-forma tax returns.

Products and services

• Taxplan App Mobile application available on Apple and Android that enables financial advisors to photograph client tax returns, securely transmit them to a private cloud, and receive expert tax planning recommendations in written, audio (mp3), or CPA-prepared pro-forma formats. Designed for financial advisors serving individual clients who need proactive tax planning support.
• United Cloud Member Services Membership-based suite of marketing tools (including postcard mailer programs and tax workshops), regulatory compliance solutions, weekly training webinars, a content library of tax planning recordings, and a secure private cloud network for financial advisors, broker-dealers, and tax professionals. Serves solo practitioners through enterprise-level broker-dealer platforms.

Quantifiable outcome

• One advisor reported identifying over $7 million in outside assets from postcard marketing campaign
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Others

• SmartAsset: SmartAsset is a consumer-facing financial advisor matching and personal finance platform with tax planning content. It is thematically adjacent to UCPS because of its tax-related marketing assets and advisor acquisition programs (e.g., SmartAdvisor), which conceptually mirror UCPS's postcard marketing workshop motion.

Direct peers

• RightCapital: RightCapital is a financial planning software platform for advisors that includes tax planning modules. It competes with UCPS for the same SMB advisor customer and overlaps in interactive tax planning and client-facing reporting features.
• FP Alpha: FP Alpha is a financial advisor platform offering tax planning, estate planning, and Social Security analysis tools. It overlaps directly with UCPS's Taxplan App for tax planning review and competes for the same financial advisor buyer who wants to deliver holistic planning to clients.
• Income Lab: Income Lab provides tax planning and retirement withdrawal analysis software for financial advisors. It is a direct competitor to UCPS's tax planning tools, particularly in the 'What-If' tax strategy and pro-forma return capabilities that UCPS markets to advisors.
• Holistiplan: Holistiplan is a tax planning software platform built specifically for financial advisors, enabling them to analyze client tax returns and deliver planning insights. UCPS's Taxplan App and expert tax planning services compete directly with Holistiplan in the same vertical SaaS category, targeting the same advisor persona.
• Laser App (Ives Group): Laser App is a compliance and forms automation platform widely used by broker-dealers and financial advisors. It directly competes with UCPS's compliance solutions component and targets the same broker-dealer enterprise buyer.

Emerging players

• Vanilla: Vanilla is an estate planning platform for financial advisors, expanding into adjacent tax planning workflows. It overlaps with UCPS as a planning tool sold to the same advisor persona, though it focuses on estate rather than tax planning.
• Redtail CRM (Orion): Redtail CRM is a customer relationship management platform purpose-built for financial advisors. While not a direct tax planning competitor, it overlaps with UCPS as part of the broader advisor back-office tool stack and competes for advisor wallet share.

Broad incumbents

• Broadridge Financial Solutions: Broadridge is a large incumbent provider of back-office, compliance, and marketing infrastructure for broker-dealers and financial advisors. It competes with UCPS's enterprise compliance solutions offering at the upper end of the market through scale and integrated capabilities.
• MoneyGuide Pro (Envestnet): MoneyGuide Pro is a well-established financial planning platform used by tens of thousands of advisors, with growing tax planning capabilities. As part of Envestnet, it is a broader incumbent offering more comprehensive planning workflows than UCPS's narrower tax-and-marketing focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/UnitedCloudPS
• Facebookfacebook.com/UnitedCloudPS

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about United Cloud Partners Services