Accountant Plans

Built for CPAs &
Accounting Firms

Manage all your clients in one powerful platform. Track filings, review documents, communicate securely, and never miss a deadline.

For solo accountants & CPAs

Practice

$99/mo
  • Up to 25 client profiles
  • Client document management
  • Filing queue & status tracker
  • Deadline calendar
  • Secure client messaging
  • Basic reporting & analytics
  • Email notifications & reminders
  • Bulk client onboarding
  • White-label client portal
  • Team seats
Most Popular

For growing accounting firms

Firm

$249/mo
  • Up to 100 client profiles
  • Everything in Practice
  • Bulk client onboarding tools
  • White-label client portal
  • Advanced analytics & reports
  • 3 team seats included
  • API access
  • Priority support
  • Unlimited clients
  • Dedicated account manager
Best ROI

For large firms & multi-partner offices

Enterprise

$599/mo
  • Unlimited client profiles
  • Everything in Firm
  • Unlimited team seats
  • Dedicated account manager
  • Custom integrations & SSO
  • SLA & uptime guarantee
  • Onboarding & training sessions
  • Custom contract & billing

Are you a Business Owner?

We have a separate plan designed just for business owners to track their own taxes and collaborate with their accountant.

Common Questions