Flexible plans for your tax practice

All plans include a FREE 15-day Trial!
    • Starter For the solo practitioner

      (no base monthly fee!)
      25 clients + $25/mo per extra 20 clients
      Includes these powerful tools:
      • Client Database
      • Tax Questionnaires
      • Secure Document Portal
    • Basic For small teams with big ambitions

      $ 49 month
      (billed annually)
      300 clients + $15/mo per extra 20 clients
      Includes all Starter plan features, plus:
      • Unlimited Invoicing
      • Secure Your Work with Payment Lock
      • 2 Team Members
      • Team Workflow
      • Integrated Client Approval

More than 1000 clients?

We offer customized pricing for large firms

Contact our sales team