Choose the best plan for you
Try it for free first for 14 days, then decide later
Lite
Solo practitioners
($10-50k annual revenue)
$99
per month
Ignite
1-3 person businesses
($50-100k annual revenue)
$499
per month
Power
3-10 person tax businesses
($100-500k annual revenue)
$999
per month
New client bookings
Up to 5 bookings per month
Up to 10 bookings per month
Up to 15 bookings per month
Booking Fee
25% platform fee
20% 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 5 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 25 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 100 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 500 per month
Up to 1000 per month