Build the platformaround your firm.
Two simple packages. Start lean with documents and client intake, or run your full practice on the Growth operating system with unlimited e-signatures and CRM.
No hidden fees
Transparent pricing. No per-envelope, per-document, or surprise seasonal charges.
Unlimited e-signatures on Growth
IRS Form 8879, state forms, and engagement letters with zero envelope fees.
Free tech support
US-based support team available 7 days a week during peak tax season.
Starter
Everything you need to run a modern tax practice.
Growth
For growing firms that need e-signatures, automations, CRM, and priority support.
No per-document charges, no envelope fees, no season surprises. One-time setup fee is billed separately at onboarding and covers workspace configuration, templates, and guided walkthrough.
Start your 7-day free trial
Get full access to every Starter feature for 7 days. Explore the document portal, client portal, and appointment booking before you commit.
Compare what is included
Side-by-side feature comparison between Starter and Growth.
| Feature | Starter | Growth |
|---|---|---|
Client Document PortalSecure file requests, storage & client upload | Included | Unlimited |
Client Portal & DashboardSelf-service status, documents & profile | Standard | White-Label |
E-Signatures (IRS 8879 & State)Legally binding electronic signatures | Included | Unlimited |
Appointment BookingOnline schedule with calendar sync | Standard | Unlimited + Automated Follow-Up |
Automated Document ChaseMissing-doc alerts & automated reminders | ||
Advanced Workflow AutomationStatus triggers, preparer assignment & tasks | - | |
CRM & Lead PipelineTrack prospects from first inquiry to paid return | - | |
Firm Analytics & ReportingLive revenue, pipeline & preparer workload | - | |
One-Time Setup Fee (Billed Separately)Account provisioning, templates & walkthrough | $199 | $399 |
Tech Support & OnboardingUS-based assistance 7 days a week in season | Free Support | Priority Support + Specialist |
Questions about pricing
Yes. You can test-drive every Starter feature for 7 days. Explore the document portal, client portal, and appointment booking before you commit.
Starter ($199/mo) gives you a client document portal, client dashboard, e-signatures, appointment booking, preparer workflow, and automated document chase. Growth ($297/mo) unlocks unlimited e-signatures, full CRM, advanced workflow automation, white-label client portal, firm analytics, and priority support.
The one-time setup fee ($199 for Starter, $399 for Growth) is billed separately at onboarding. It covers workspace provisioning, template setup, account branding, and a 1-on-1 launch walkthrough with our team so you are ready on day one.
Yes. Many firms start on Starter for secure document collection and upgrade to Growth when they need unlimited e-signatures and CRM automations. All your client records, documents, and settings transfer automatically.
No. We never charge envelope fees, per-signature costs, or tax-season surprise fees. Growth includes unlimited e-signatures for your whole practice.
Every plan includes US-based technology support available 7 days a week during tax season. Growth accounts receive priority queue handling and a dedicated onboarding specialist.
Build the tax firm you want to run.
Start with what you need. Add the rest when your business is ready. Book a free consultation today.