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Advisor Prep Hero vs Tana.

The TL;DR table

Feature	Tana	Advisor Prep Hero
Where data lives	Tana's cloud	Your hard drive (Markdown)
Pricing	$10/mo Plus, $14/mo Pro (annual)	$948/yr (Professional) + your AI provider's API
Where your prompts go	Through Tana's servers to the AI model	Direct from your machine to the AI provider (Anthropic/OpenAI/Google). Advisor Prep Hero is not in the path.
What's stored on a vendor's server	Your notes and graph structure (Tana's cloud is the source of truth)	Nothing. No documents, no prompts, no API key on Advisor Prep Hero servers.
Data model	Outliner with supertags, fields, queries	Word-native .docx + plain-text utility files
AI	Built-in AI commands	BYOK Claude / OpenAI / Gemini / Ollama
Profession-specific practice packs	No (templates exist but generic)	50+ built-in templates across legal, tax, consulting, and advisory practices
Image attachments in AI	Yes	Paste, drag, paperclip per provider
PDF chat with native vision	Limited	Drop in, Claude reads it natively
PDFs in workspace search	No	Toggle in Memory settings
Long-context [Compress]	No	Yes
Read aloud (TTS), local	No	Local Piper sidecar
Plugin / extension model	No	No plugin ecosystem
UI languages	English	English, Espanol, Deutsch
Wiki-links / backlinks	Yes (deep)	No
Query language	Powerful structured queries	Full-text search only
Mobile	iOS, Android	Read via cloud-sync workaround
Multi-device sync	Built-in cloud	BYO via Dropbox / iCloud / Syncthing
Offline editing	Limited	Full editing offline
Real-time collab	Yes (Pro tier)	No
Data export	JSON / Markdown	Already in Markdown

Where Advisor Prep Hero wins

1. Local-first ownership and confidentiality

Tana's data lives in their cloud. Export is available but the working format is theirs. Advisor Prep Hero's data lives on your machine in Markdown. For attorneys, CPAs, and consultants building a long strategic record of client work, the compounding-archive value over multiple years tilts toward Advisor Prep Hero, and the confidentiality requirements may make local-first non-negotiable.

2. Profession-specific practice packs with structured AI interview

Tana has templates (it's actually one of its strengths) but they're general-purpose, user-built. Advisor Prep Hero ships 15 practice packs designed for professional work, each running as a guided AI interview that produces a finished doc. Client intake, engagement letter, matter strategy, financial projections, weekly review.

3. Your key, your provider, nothing in the middle

Tana's AI is bundled into the subscription. Advisor Prep Hero is BYOK: you bring your own Claude / OpenAI / Gemini key and switch per conversation. Your API key lives in your OS keychain and prompts go straight from your machine to the provider. You see exactly what the AI costs, you choose the model per conversation, and sensitive client content never passes through Advisor Prep Hero's servers.

4. Simplicity for documents that aren't graphs

Tana's outliner-plus-supertags model rewards a specific working style. If you're writing engagement letters and matter memos more than building knowledge graphs, the data model is overhead. Advisor Prep Hero's Word-native model fits document-shaped professional work more naturally.

Where Tana wins

1. Structured queries over your knowledge graph

Tana's signature feature is the ability to define a "supertag" (e.g., #person, #project, #meeting) and then query across all instances ("show me all #project where #status = 'active' and #owner = me"). This is a real superpower for users who think in structured data. Advisor Prep Hero has no graph view or structured query; it focuses on document-shaped work with matter-scoped cited recall over your full archive.

2. Networked-thinking polish

Tana's UX for outlining, breadcrumbs, indents, transclusion is the most polished in the category. If you're already a Roam/Logseq/Workflowy user, Tana feels like the natural next step.

3. Mobile

Tana has native iOS and Android apps. Advisor Prep Hero is desktop-only.

4. Real-time collaboration

Tana Pro supports multi-user editing. Advisor Prep Hero is single-user.

What each tool does with your data

	Tana	Advisor Prep Hero
Where your documents live	Tana's cloud (the source of truth for your graph)	Your hard drive. Markdown files in a folder you own.
Where your prompts go	Through Tana's infrastructure to the AI model	Direct from your machine to the AI provider. Advisor Prep Hero is not in the path.
API key custody	Tana's key, bundled into the subscription	Your OS keychain. Advisor Prep Hero never sees it.
Vendor retention policy applies to your content	Yes, per Tana's privacy policy	No. Nothing stored on Advisor Prep Hero servers.
Can you use it for privileged or NDA-bound client work?	Depends on your obligations and Tana's terms	Files stay on your machine, Advisor Prep Hero never sees them. AI prompts go to the provider you chose; use Ollama for fully local inference.
Pricing	$120/yr Plus, $168/yr Pro	Solo $468/yr, Professional $948/yr, Firm $1,548/seat/yr (min 3 seats). Plus your own AI provider's API costs (typically $5-15/mo).

Migrating from Tana to Advisor Prep Hero

1. In Tana, export your workspace as Markdown
2. The export contains your nodes converted to nested bullet lists in Markdown
3. Drop into a new Advisor Prep Hero workspace folder
4. Tana's supertag fields will appear as inline tags or YAML frontmatter (depending on export options); Advisor Prep Hero treats both as searchable text
5. Tana's Markdown text content imports cleanly; Tana-specific supertag fields will appear as plain text

The biggest adjustment: you lose the structured-query feature. If your Tana workflow depends heavily on supertag queries, Advisor Prep Hero will feel less expressive. If your Tana workflow is mostly outlining + AI assistance, the migration is straightforward and you'll barely notice.