AI-Powered Precision

For Tax Professionals Like You

Experience the future of tax practice management. SeQwens helps tax professionals organize, automate, and scale their firm with intelligent workflows, client management, and AI-driven efficiency.

Request Your Free Trial

AI-Powered Precision

For Tax Professionals Like You

Experience the future of tax practice management. SeQwens helps tax professionals organize, automate, and scale their firm with intelligent workflows, client management, and AI-driven efficiency.

Request Your Free Trial

Starter

$ 39 99
/Month
1 User
100 Client Contacts
100 GB
Secure Client Portal
Smart Client Intake Forms
Document Upload & Storage
E-signature Requests
Workflow Tracking
Email Notifications
IRS-Compliant Data Security

Growth

$ 90 00
/Month
3 Users
300 Client Contacts
250 GB
Everything from Starter
Unlimited Active Workflows
Advanced Reporting & Analytics

Pro

$ 150 00
/Month
10 Users
1,000 Contacts Included
500 GB
Everything from Growth
Role-Based Permissions
Enhanced Automation Controls
Scalable Workflow
Most Popular

Enterprise

Custom
10 Users Per Office
1,000 Contacts Per Office
1 TB Per Office
Everything from Pro
Multi-Office Management
Office-level Permissions and Reporting
Cross-Office Workflow Visibility

Starter

$ 431 89
/Year
1 User
100 Client Contacts
100 GB
Secure Client Portal
Smart Client Intake Forms
Document Upload & Storage
E-signature Requests
Workflow Tracking
Email Notifications
IRS-Compliant Data Security

Growth

$ 972 00
/Year
3 Users
300 Client Contacts
250 GB
Everything from Starter
Unlimited Active Workflows
Advanced Reporting & Analytics

Pro

$ 1,530 00
/Year
10 Users
1,000 Contacts Included
500 GB
Everything from Growth
Role-Based Permissions
Enhanced Automation Controls
Scalable Workflow
Most Popular

Enterprise

Custom
10 Users Per Office
1,000 Contacts Per Office
1 TB Per Office
Everything from Pro
Multi-Office support
Office-level Permissions and Reporting
Cross-Office Workflow Visibility

Automate Your Workflow

Our AI-powered features give you complete control over your firm’s operations.

Client Intake 1

Client Intake

Digitize onboarding with smart questionnaires and automated follow-ups.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Document Tracking 1

Document Tracking

Track every document from upload to approval with clear, organized status stages.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Team Management 1

Team Management

Assign roles, permissions, and workloads across offices and preparers

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Automate Tasks 1

Automate Task

Trigger notifications, tasks, and reminders automatically based on client behavior.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Esignature 1

E-Signature & Compliance

Send, track, and store signed documents securely with audit-ready records.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Communication 1

Communication & Messaging

Communicate clearly with clients using simple, secure messaging built to keep conversations organized.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Automate Your Workflow

Our AI-powered features give you complete control over your firm’s operations.

Client Intake 1

Client Intake

Digitize onboarding with smart questionnaires and automated follow-ups.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Document Tracking 1

Document Tracking

Track every document from upload to approval with clear, organized status stages.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Team Management 1

Team Management

Assign roles, permissions, and workloads across offices and preparers

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Automate Tasks 1

Automate Task

Trigger notifications, tasks, and reminders automatically based on client behavior.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Esignature 1

E-Signature & Compliance

Send, track, and store signed documents securely with audit-ready records.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Communication 1

Communication & Messaging

Communicate clearly with clients using simple, secure messaging built to keep conversations organized.

Space Planning

Graphic study showing arrangement of spaces, room layouts, and activities making.

Ready to Modernize Your Tax Firm?

Join thousands of tax professionals who’ve replaced spreadsheets, emails, and
disconnected tools with one intelligent system.
5 star rating 4.9/5 average rating from tax professionals

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

One System.
Zero Chaos

Replace spreadsheets, email, and disconnected tools with one platform built for tax professionals. Enter your information to be among the first to experience the new SeQwens.

Enterprise

PLATFORM LIMITS (Per Office)

Users 10
Contacts Per Office 1000
Storage Limit 1 TB

AVAILABLE ADD-ONS (Per Office)

● $10.00 per user /Month✓
● $20 per 100 Contacts✓
● $30 per 1 TB /Month✓

Pro

PRICING INFO

Monthly Price $150
Yearly Price $1,530

PLATFORM LIMITS

Users 10
Client Contacts 1000
Storage Limit 500 GB

AVAILABLE ADD-ONS

● $20.00 per user /Month✓
● $30 per 100 contacts✓
● $25 per 1000GB /Month✓

Growth

PRICING INFO

Monthly Price $90.00
Yearly Price $1972.00

PLATFORM LIMITS

Users 3
Client Contacts 300
Storage Limit 250 GB

AVAILABLE ADD-ONS

● $30.00 per user /Month✓
● $40 per 100 contacts✓
● $15 per 500GB /Month✓

Starter

PRICING INFO

Monthly Price $39.99
Yearly Price $431.89

PLATFORM LIMITS

Users 1
Client Contacts 100
Storage Limit 100 GB

AVAILABLE ADD-ONS

● $39.99 per user /month ✓  
● $50 per 100 contacts✓
● $6 per 100GB /Month✓