Choose Your Practice Management Plan
Run your tax firm with confidence using powerful automation, secure client tools, and AI-driven workflows.
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
