Every plan includes Core office management. Add the Tax module when tax season needs it, or go Enterprise for unlimited clients and every channel. 14-day free trial, no credit card required, cancel anytime.
| Feature | Core | Core + Tax | Enterprise |
|---|---|---|---|
| Core module — office management (included in every plan) | |||
| Document chasing | ✓ | ✓ | ✓ |
| Deadline tracking | ✓ | ✓ | ✓ |
| Email triage & routing | ✓ | ✓ | ✓ |
| Client onboarding | ✓ | ✓ | ✓ |
| Billing & AR | ✓ | ✓ | ✓ |
| Secure client portal | ✓ | ✓ | ✓ |
| Engagement letter e-sign | ✓ | ✓ | ✓ |
| Tax module — included from Core + Tax | |||
| Tax-season intake | — | ✓ | ✓ |
| Per-return document checklists | — | ✓ | ✓ |
| Return status tracking (intake to e-filed) | — | ✓ | ✓ |
| E-signature collection | — | ✓ | ✓ |
| Deadline alerts for staff and clients | — | ✓ | ✓ |
| Capacity planning for the Jan–Apr crunch | — | ✓ | ✓ |
| Enterprise scale | |||
| Active clients | Up to 50 | Up to 200 | Unlimited |
| AI agents | 1 (Gatherer) | 3 (Gatherer, Deadline, Engager) | Unlimited, custom personas |
| Phone channel | — | — | ✓ |
| Custom workflow builder | — | — | ✓ |
| Advanced compliance & audit trail | — | — | ✓ |
| Client profitability reporting | — | — | ✓ |
| API access & SSO / SAML | — | — | ✓ |
| Dedicated success manager | — | — | ✓ |
| Integrations & Support | |||
| QuickBooks Online / Xero | ✓ | ✓ | ✓ |
| Calendar sync (Google/Outlook) | ✓ | ✓ | ✓ |
| Support | Priority | Priority | |