How it works
From scattered numbers to a clear next move
No bank logins. No tax returns. Just the information you choose to share.
1. Create a free account
Sign up with email or Google. Profile details are optional.
2. Enter or import your numbers
Add income and expenses by hand, or upload a CSV from a spreadsheet. Never upload straight from your bank or banking app — no bank account numbers or account info is needed. You'll tick a consent box before GSS runs your numbers from an uploaded file.
3. See where you stand
Your dashboard shows monthly income, expenses, estimated available cash, upcoming obligations, and goals — clearly labeled as estimates.
4. Learn and prepare
Use tax-readiness checklists, benefits education, and Financial IQ lessons to get ready for conversations with qualified professionals.
5. Permission to contact
Get a free quote or a tax-savings referral from a licensed GSS partner. Give permission to contact — consent is yours to control and is never a condition of using the free app.