Pricing
Simple plans that grow
with your firm.
Every plan includes the full feature set. You only pay for the number of team members and clients you need.
Solo
Everything you need to run your practice on your own.
$50/mo
- 1 team member
- Up to 125 clients
- Client portal with secure uploads
- Messaging and notifications
- Invoicing and scheduling
- Bank-grade security included
Most popular
Small Team
Add your staff and collaborate on every return.
$80/mo
- Up to 3 team members
- Up to 250 clients
- Shared workflow board
- Document review queue
- Role-based permissions
- Priority onboarding support
Growing Office
For firms ready to scale with more preparers on board.
$170/mo
- Up to 8 team members
- Up to 500 clients
- Workflow automations
- Staff scheduling and availability
- Analytics dashboard
- Compliance export tools
Enterprise
Need more than 8 seats?
Enterprise pricing scales with your firm. Pay $35 per seat per month with your first 1,000 clients included. Need more? Add clients in blocks of 500.
- 9+ team members
- 1,000 clients included
- Volume discounts on additional clients
- All features, no limits
Ready to get started?
Launch a client portal your firm can be proud of.
Give clients one professional place for documents, messages, and updates — branded to your office.
No contracts. Start small. Upgrade as your firm grows.