Pricing
Transparent Pricing. No Surprises.
Every plan includes all features, unlimited usage, and white-glove onboarding. Scale by team size \u2014 not by feature gates.
Tier 1
$300/month
Billed monthly
Ideal for solo practitioners and small practices looking to systemize operations.
1–2 Employees
Up to 20 Companies
All features included
White-glove onboarding
Most Popular
Tier 2
$600/month
Billed monthly
Built for growing firms that need team coordination and capacity management.
3–4 Employees
Up to 50 Companies
All features included
White-glove onboarding
Tier 3
$1,200/month
Billed monthly
Full-scale operations for established practices with complex workflows.
5+ Employees
Up to 120 Companies
All features included
White-glove onboarding
Everything Included in Every Plan
No feature tiers. No upsells. No hidden costs.
Workflow automation & recurring jobs
Board-style task management
Electronic document management
Client portal with secure uploads
Built-in time tracking
Reporting & filterable dashboards
QuickBooks Online integration
Drake Tax integration
DocuSign electronic signatures
Google & Outlook calendar sync
Real-time notifications
Role-based permissions
Customer notes & CRM
CSV data exports
Multi-device access
White-glove onboarding & setup
Live chat, phone, & email support
Unlimited jobs, documents, & clients
Questions About Pricing?
Our team will walk you through the right plan for your firm's specific needs.