Simple, Transparent Pricing

Every plan includes a 14-day free trial. No credit card required. Cancel anytime.

Solo

For solo practitioners
$149/mo
or $1,490/yr (save $298)
  • Up to 50 clients
  • 1 user seat
  • Document chasing
  • Deadline tracking
  • Client onboarding
  • Secure client portal
  • Email support
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Most Popular

Growing Firm

For firms with 2-6 staff
$349/mo
or $3,490/yr (save $698)
  • Up to 200 clients
  • 5 user seats
  • Everything in Solo
  • Email triage & routing
  • Billing & AR automation
  • QuickBooks/Xero integration
  • Team workload view
  • Priority support
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Enterprise

For larger firms (7-10+ staff)
$799/mo
or $7,990/yr (save $1,598)
  • Unlimited clients
  • Unlimited user seats
  • Everything in Growing Firm
  • Multi-office support
  • Custom integrations
  • Compliance calendar
  • API access
  • Dedicated account manager
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Feature Comparison

Feature Solo Growing Firm Enterprise
Core Features
Document chasing ✓ ✓ ✓
Deadline tracking ✓ ✓ ✓
Client onboarding ✓ ✓ ✓
Secure client portal ✓ ✓ ✓
Engagement letter e-sign ✓ ✓ ✓
Automation
Email triage & routing — ✓ ✓
Billing & invoicing — ✓ ✓
AR follow-up automation — ✓ ✓
Compliance calendar — — ✓
Integrations
QuickBooks Online — ✓ ✓
Xero — ✓ ✓
Calendar sync (Google/Outlook) ✓ ✓ ✓
Custom integrations / API — — ✓
Team & Support
User seats 1 5 Unlimited
Team workload view — ✓ ✓
Multi-office support — — ✓
Support Email Priority Dedicated manager

Have Questions?

We answer the most common questions about pricing, security, integrations, and tax season readiness.

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