The onboarding gift
A new household just trusted you with their life's work. A warm box the week the account funds turns a signature into a relationship, and a story they tell at the next dinner party.
Elevate your gift with our signature Mountain Chalet packaging, made to be treasured long after the last bite.


From the day the plan is signed to the CPA who keeps sending you households — a warm box says thank you better than a bottle of wine ever could.
Start with a single onboarding box or stand up a year-round program. Every tier is built to fit your firm's gift policy and stay under the cap.
Per-client gifting for the moment a household becomes yours: no commitment, no minimum.
Curated seasonal drops to your CPAs, attorneys, and COIs. Set once, sent all year, tracked against the cap.
Bulk gifting for the whole practice, co-branded and handled for you.
No new software, no portal login, no reformatting spreadsheets to fit our system.
Send your list, in any format
CSV, Excel, a plain email — whatever you already have. Names and addresses are enough to get started.
We build a live tracking log
Every time a box ships, we log the date and tracking number next to that client's name, so you always know who's received what.
Prefer to talk it through?
Email or call us directly and we'll set the whole thing up together — no forms required.
However you'd rather send it over, we'll make it work.