Tax workflow automation
From $29 per client per year with volume discounts.
Pricing
Simple plans for every stage of growth
Every plan includes the full platform. Upgrade anytime without switching systems.
Essentials
Everything a modern firm needs to run.
$69 /user/mo
Billed annually
Get started- CRM & client records
- Documents & unlimited eSignatures
- Client portal & secure messaging
- Recurring workflows
- Invoicing & payments
Most popular
Growth
Control and insight for growing teams.
$99 /user/mo
Billed annually
Book a demo- Everything in Essentials
- Role-based access controls
- Capacity planning & forecasting
- Advanced task views
- Custom reporting
- AI assistant (12 hrs/user)
Scale
Deep automation for larger firms.
$139 /user/mo
Billed annually
Book a demo- Everything in Growth
- Advanced workflow automation
- Complex billing scenarios
- Deep reporting & BI export
- API access
- AI assistant (20 hrs/user)
Enterprise
Tailored for 200+ person firms.
Custom
Contact sales- Custom onboarding & migration
- SSO & advanced security
- Multi-entity management
- Dedicated success manager
Card payments 2.9% + $0.25 · ACH 1% capped at $10 · Prices in USD.
Power-ups
Optional add-ons
Close automation
$9 per connected client per month. First 5 included.
Tax resolution
$45 per user per month with volume discounts.
KBA credits
$1.10 per identity verification credit.
Worth every penny
“Invoices go out the day work is done, and clients pay from their phone. Our collections time dropped by half.”
“The AI assistant drafts my document requests from last year’s return. That alone saves us days every season.”
“Onboarding new staff is painless — the workflows teach them how we do things.”
FAQ
Pricing FAQ
Yes. Plans differ in the depth of automation, insight and control — not in core features.
Anytime. Your data and setup carry over instantly.
We start with a personalized demo, then set up a sandbox with your own workflows.
No. Add-ons are optional and can be enabled per client or per user.
Chat, phone and email support on every plan, plus a self-serve academy and community.