Sepirak

Every CPA knows the dread of opening a client’s "Solo 401(k) tracking spreadsheet".

Uncoded distributions. Missing numbers. Zero audit trail.

Here is how Guardian gives tax professionals their time back at year-end

Client Self-Service: Guardian gives your self-employed clients a simple, unified dashboard to manage their own contributions, transfers, and expenses. They get full control without bugging you for every move.

Automated Tax Season Relief:

•Proper IRS reason codes are tagged automatically on every distribution.

•1099-R tax form generation inside the portal.

No manual prep required.

Stop burning late nights fixing client recordkeeping errors.

Recommend Guardian to give your clients guardrails and give yourself a faster, smoother tax season.

Schedule a demo to see the portal in action.

You have the accounts, but do you have the platform to manage their complexity?

For too long, Self-Directed IRA administrators have struggled with fragmented, ancient software. Lion is the missing piece.

It’s intuitive software built specifically for SDIRA, so you can manage more accounts and focus on growth, not fixing software gaps.

See how Lion completes your operation.

The Guardian Solo 401(k) platform lets you sell directly to clients, set your own pricing, and keep most of the annual fees, unlocking compounding revenue as you grow.

But the growth doesn’t have to mean more work.

Since Guardian handles the heavy lifting, you can scale your client base and grow your firm without the usual year-end overwhelm.

Are you running a Self-Directed IRA business, or running in circles fighting your software?

If your team loses hours every week wrestling with clunky workarounds, manual data entry, and trust accounting systems built in the last decade, you’re paying a hidden tax on your growth.

The real cost isn't just software fees but the loss of productivity, burnout, compliance risks, and capped operational capacity. You didn't build your business to be a data janitor.

It’s time for your technology to work for you, not the other way around.

Lion Trust Accounting:
Seamless software integration designed for the SDIRA industry
Massive operational capacity boost without linear headcount costs
Automated workflows that eliminate manual data friction
Bank-grade compliance and peace of mind

Here’s your simple path forward: Stop settling for systems that slow you down, streamline your stack, and unlock true scalability.

Ready to integrate and innovate? Swipe through the deck above to see how we’re transforming trust accounting, or drop a comment/DM to start the conversation!

Give your clients the ultimate Solo 401(k) advantage.

Managing a Solo 401(k) shouldn’t feel like a second job for your clients. With Guardian, you can empower them to take control of their retirement accounts with absolute confidence.

Here is how Guardian sets your clients up for Solo 401(k) success:

Intuitive Dashboards: A single, clear view of their entire portfolio and account health.
Effortless Reconciliations: Streamlined tools that turn tedious math into a few simple clicks.
Centralized Storage: A secure home for all essential recordkeeping, keeping them organized year-round.
Bulletproof Audit Trails: Total transparency and tracking for every transaction, offering ultimate peace of mind.

By providing the right tools, you aren't just helping them save for retirement—you're giving them the capability to handle their recordkeeping flawlessly and confidently.

Ready to elevate your clients' Solo 401(k) experience? Let’s connect.
sepirak.com/guardian

Why are you still forcing alternative investments into the systems built for traditional stocks and bonds?

When a platform is built for alternatives, everything changes.
No more manual overrides.
No more fragmented data.

Just effortless management for:
Real estate rental income
Private placements
Secured & unsecured notes
Mineral rights
Any other IRS-allowed alternative asset

Give your team the system they actually deserve. Schedule a demo today!

The new, and vastly improved, way to handle Solo 401(k) records is here.

Guardian gives you all the tools you need to maintain perfect records. Whether it’s transaction tracking, adding important records to document storage, completing Roth conversions in seconds, or generating that necessary 5500-EZ for those who hit that $250,000 mark.

Guardian simplifies the process from start to finish. Say goodbye to lost receipts, messy spreadsheets, and tax-season overwhelm.

Lion empowers self-directed portfolios by managing a wide array of alternative assets, including the acquisition and management of rental income assets.

Lion expertly handles both secured and unsecured notes and facilitates the oversight of private placements and mineral rights.

Whatever your client's strategy is, Lion supports any alternative investment allowed by the IRS.

Lion wasn't just built; it was crafted by trustees and custodians who genuinely understand the self-directed space to solve the problems you faced with all the other trust accounting platforms that you have been forced to try and make work.

Guardian is the only solo 401(k) recordkeeping platform that offers comprehensive document storage, enabling your clients to securely house all critical records, such as deeds, contracts, receipts, and IRS forms.

This robust system maintains a complete, transparent audit trail for every asset, making it simple to meet any IRS auditor requirement.

Lion Trust Accounting is the tool you need to confidently navigate the SDIRA world, alleviating administrative burden and minimizing audit risk.