In this User Spotlight, Steve Drost and Will Kaplan sit down with Amy Irvine, founder of Rooted Planning Group, to explore how her firm delivers an exceptional level of financial planning—and how Quivr supports it all.

Amy shares her journey from launching a flat-fee, planning-first firm to building highly customized workflows inside Quivr that power tax preparation, meeting prep, task management, and firm-wide productivity. From tracking complex tax prep projects to getting advisors out of their inboxes, Amy walks through the real systems and processes her team uses every day.

You’ll hear how Rooted Planning Group:

💡 Runs a true flat-fee, complexity-based planning model

📊 Manages tax preparation using custom projects and reporting

🔄 Uses workflows and “what-if” logic to streamline client meetings

📁 Centralizes tasks, reporting, and productivity inside Quivr

Whether you’re a Quivr user looking for advanced ideas or an advisor curious how modern firms operate at scale, this conversation is packed with practical insights.

👉 Schedule a demo