For advisors · CPAs · Wealth managers
Your client moved to Florida. They're confident they've spent enough time there. But when you ask for documentation, you get a best guess, a partial calendar, or nothing at all.
Southbound replaces that conversation with a file.
The evidence gap
Before
Credit card statements, boarding passes, a calendar annotated from memory. Days are missing, dates are fuzzy, and the log is created after the audit letter arrived — which regulators know and weight accordingly.
After
A date-by-date record made passively, at the time, without requiring recall. Each day has a confidence score. Manual overrides are clearly flagged as self-reported. The data lives on their device and their iCloud — not on a vendor's servers.
What you get
01
Every calendar day marked Florida / non-Florida / unknown for any year the client has used the app.
02
Based on GPS accuracy and sample density. Lets you distinguish a high-confidence day from a low-confidence one when advising.
03
If the client corrects a day after the fact, the record shows the original and the override — preserving evidentiary value.
04
Florida days, non-Florida days, unknown days, plus projected year-end count against the 183-day target.
The positioning
Southbound doesn't replace your practice. It removes the single most common failure mode of residency planning — the client who can't substantiate their day count when asked. That failure happens to every advisor, repeatedly, and costs clients real money.
Recommending Southbound is a one-minute email. Clients pay their own subscription. You don't store any data. You don't integrate anything. The evidence file shows up when you ask for it.
It costs your client less than one of your billable hours. They'll thank you when the 2028 return gets flagged.
Advisor access
Leave your email and we'll send a shareable one-pager your clients can read before downloading — plus a private link so early-access invitations go out in your name.
Only your email. No firm, no intake form. We'll reply within one business day.