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Simple, Transparent Pricing

Every plan includes the full feature set. Choose based on team size and AI usage. No hidden fees.

30-day free trial No credit card required AES-256 encryption Cancel anytime

Solo

For solo practitioners

$8 /mo

Billed annually at $96 USD/yr

You save $12 USD/yr

Start Free Trial

What's included

  • Includes 1 seat
  • Up to 20 clients
  • 100 AI calls per day
  • Email support
Most Popular

Starter

For growing teams

$89 /mo

Billed annually at $1068 USD/yr

You save $120 USD/yr

Start Free Trial

What's included

  • Includes 5 seats
  • Unlimited clients
  • 200 AI calls per day per user
  • Priority email support

Pro

For established firms

$134 /mo

Billed annually at $1608 USD/yr

You save $180 USD/yr

Start Free Trial

What's included

  • Includes 10 seats
  • Unlimited clients
  • 250 AI calls per day per user
  • AI for emails
  • Live chat support
  • Additional seats at $25 USD/seat

Enterprise

For large organizations

Custom

Tailored to your needs

Contact Sales

What's included

  • 25+ seats
  • Unlimited clients
  • Unlimited AI calls
  • AI for emails
  • Dedicated account manager

All prices in USD. Pro plan additional seats available at $25 USD/month per seat.

Every Plan Includes

All the tools your accounting practice needs to thrive — included with every plan at no extra cost.

Client Management

  • Centralized client directory
  • Communication tracking
  • Auto email-client matching
  • Multiple client types

Document Sharing

  • Secure document sharing
  • Expiring links
  • Role-based permissions
  • Audit logs

Workflows & Automation

  • Advanced workflow templates
  • Automated notifications
  • Task management
  • Client onboarding automation
  • Custom workflow builder

Office Management

  • Team collaboration tools
  • Reporting & analytics
  • Resource allocation
  • Multi-jurisdiction tax deadlines
  • Staff scheduling
  • Performance tracking

Integrations & API

  • Gmail & QuickBooks integrations
  • API access (beta)

Frequently Asked Questions

Everything you need to know about our pricing and plans.

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