Pricing
Simple, transparent pricing
Start with the free plan. Upgrade when your practice grows.
Starter
Free
- Up to 10 clients
- Client intake forms
- Basic engagement letters
- Document checklist
- Email support
Most Popular
Professional
$49/mo
- Unlimited clients
- Advanced intake templates
- Custom engagement letters
- Workpaper generation
- Income & expense estimator
- Priority support
Firm
$99/mo
- Everything in Professional
- Multi-preparer access
- Bulk client import
- Custom branding
- API access
- Dedicated account manager