• Choose the best plan for you

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


    Solo practitioners

    ($10-50k annual revenue)


    per month


    3-10 person tax businesses

    ($100-500k annual revenue)


    per month

    New client bookings

    Up to 5 bookings per month

    Up to 15 bookings per month

    Booking Fee

    25% platform fee

    15% platform fee

    Unlimited tracking and management of returning clients

    Unlimited onboarding of new and returning clients

    Revenue recognition dashboard and analytics

    Returning client documentation and secure storage integration

    Up to 3 integrations

    Up to 8 integrations

    Price optimization (coming soon): Compare pricing with other firms & set automatic prices for your services

    Up to 10 unique pricing templates

    Up to 40 unique pricing templates

    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