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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.

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Solo

For solo practitioners

$24 /mo

Billed monthly in USD

Get 2 months free with annual billing

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What's included

  • Includes 1 seat
  • Up to 100 clients
  • AI-Assistant
  • Email support
  • iPhone, iPad & Android apps included
Most Popular

Team

For growing teams

$89 /mo

Billed monthly in USD

Get 2 months free with annual billing

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What's included

  • Includes 3 seats
  • Everything in Solo
  • Unlimited clients
  • AI for email
  • Priority email support

Firm

For established firms

$179 /mo

Billed monthly in USD

Get 2 months free with annual billing

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What's included

  • Includes 6 seats
  • Everything in Team
  • Unlimited AI calls
  • Live chat support
  • Additional seats at $35 USD/seat/mo

Enterprise

For large organizations

Custom

Tailored to your needs

Contact Sales

What's included

  • 25+ seats
  • Everything in Firm
  • Priority customizations
  • Custom integrations & workflows
  • Dedicated account manager

All prices in USD. Firm plan additional seats available at $35 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)
  • iPhone, iPad & Android apps

Frequently Asked Questions

Everything you need to know about our pricing and plans.

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