Pricing

Choose a Plan for your Practice

All plans include unlimited Data, Client Portal and 24/7 technical support.

Monthly Subscription

US$69.99/Month Plus $99 Onboarding

Project Management and Workflow, Billing and Invoicing, Customer Relations Management(CRM), Client Portal, Invitation Link, Document Manager, Email Marketing, SMS Marketing*

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Annual Subscription

US$699/Yearly Free Onboarding

Project Management and Workflow, Billing and Invoicing, Customer Relations Management(CRM), Client Portal, Invitation Link, Document Manager, Email Marketing, SMS Marketing*

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Call 1 (866) 512-6017 or request a consultation

A Simple Practice Management Solution for Tax and Accounting Professionals

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