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
$50/mo
Everything you need to run your practice on your own.
- 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
$80/mo
Add your staff and collaborate on every return.
- Up to 3 team members
- Up to 250 clients
- Shared workflow board
- Document review queue
- Role-based permissions
- Priority onboarding support
Growing Office
$170/mo
For firms ready to scale with more preparers on board.
- 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.