Valim

For HR and people teams

Give employees their personal CPA

Valim puts a licensed US CPA in your employees' Slack, Teams and inbox. Year-round advisory plus year-end filing, answered within 24 hours.

Book a callRegister interest

Tax stress does not stay at home

We asked employees at startups and enterprises what weighs on them. Personal taxes came up again and again: a first RSU vest with no idea what to set aside, a mid-year move that turns into two part-year state returns, a side project that quietly became a business.

These are not questions a benefits portal answers, and they arrive in the middle of a working day. The result is an employee doing tax research instead of their job, and usually getting it wrong anyway.

What your employees get

A tax expert who is genuinely reachable, right where they already work.

A named CPA, not a helpdesk

A licensed US CPA in a private DM, who knows their situation and answers within 24 hours. Not a ticket queue and not a chatbot.

Year-round advisory

Equity vests, moves between states, side income, estimated payments and life events, answered when they happen rather than discovered in April.

Year-end filing included

Federal and state returns prepared, reviewed and signed by a licensed CPA, included in the monthly rate.

Private by construction

Employee conversations are between them and their CPA. The company sees aggregate usage, never anyone's tax details.

Two ways to offer it

Fund it as a company benefit, or let your team opt in at a discounted rate.

Company-paid perk

$20 to $30 per employee per month, funded by the company. The most popular model, and the one employees actually use.

  • Year-round CPA access for every employee
  • Year-end federal and state filing included
  • Aggregate usage reporting for HR

Employee-paid opt-in

Employees enroll and pay themselves at a rate discounted through your company partnership. No budget approval needed to launch.

  • No company spend required
  • Discounted rate via your partnership
  • Launch without a procurement cycle

Setting it up is three steps

Not a benefits implementation project.

  1. 01

    Pick the model

    Company-paid or employee opt-in. You can start with one and move to the other.

  2. 02

    Connect Slack or Teams

    Valim installs into the workspace your team already uses. Email works too if you would rather not add an app.

  3. 03

    Announce it

    We provide the announcement copy. Employees DM their CPA directly from day one.

Register your interest

We will reach out within one business day.

Questions

How much does it cost per employee?

$20 to $30 per employee per month for the company-paid model, which includes year-round CPA advisory and year-end federal and state filing.

Can employees see a CPA privately?

Yes. Each employee gets a private conversation with a named licensed CPA. The company receives aggregate usage reporting only, never any individual's tax details.

How quickly do employees get an answer?

Within 24 hours, in the Slack, Teams or email channel they already use.

Is year-end filing really included?

Yes. Federal and state returns are prepared, reviewed and signed by a licensed US CPA and are included in the monthly rate.

How long does it take to launch?

Three steps and no implementation project: pick a model, connect Slack or Teams, and announce it. Email-only works if you would rather not install an app.