• Choose the best plan for you

    Try it for free first for 14 days, then decide later

    Lite

    Solo practitioners

    ($10-50k annual revenue)

    $200

    per month

    Power

    3-10 person tax businesses

    ($100-500k annual revenue)

    $600

    per month

    Number of users

    1-3

    Unlimited

    Unlimited tracking and management of returning clients

    Unlimited onboarding of new and returning clients

    Returning client documentation and secure storage integration

    Up to 3 integrations

    Up to 8 integrations

    Price optimization tools to compare pricing with other firms & set automatic prices for your services

    Up to 10 unique pricing templates

    Up to 40 unique pricing templates

    Revenue recognition dashboard and analytics

    Access (coming soon): Automate, assign, and complete tasks for information requests and verifications with your team

    Up to 50 tasks and verifications a month

    Up to 250 tasks and verifications a month

    Chat (coming soon): On-demand text and video chat with returning clients and new clients

    Up to 100 per month

    Up to 1000 per month

    Marketplace (additional billing)

    $7.99 per quote / 10% platform fee

    $3.99 per quote / 5% platform fee