Simple plans designed for real tax work

    Choose the tier that matches your volume and team size.

    Simple plans designed for real tax work

    Choose the tier that matches your volume and team size.

    Free

    $0/mo

    Free plan - no credit card

    Try the full workflow with up to 3 clients

    • Active clients: 3
    • Storage: 2 GB
    • Client intake
    • Engagement letter
    • Document management
    • Secure messaging
    • E-signature requests / month: 5
    • Automated reminders: Basic
    • Analytics: Basic
    • Learning Center + Trivyax

    Starter

    $29/mo$7 OFF

    $36/mes

    Billed annually ($348/year)

    Ideal for individuals getting started

    • Active clients: 50
    • Storage: 7 GB
    • Everything in Free
    • E-signature requests / month: 75
    • Invoices / month: 75
    • Client payments / month: 75
    • Automated reminders
    • Website (Add-on)
    ★ Most Popular

    Premium

    $49/mo$7 OFF

    $56/mes

    Billed annually ($588/year)

    Leaders seeking efficiency, customization, and premium support

    • Active clients: 250
    • Storage: 15 GB
    • Everything in Starter
    • E-signature requests / month: Unlimited
    • Invoices / month + Client payments / month: Unlimited
    • Automated reminders: Advanced
    • Booking system
    • SMS notifications
    • Tax organizer
    • Analytics: Advanced
    • Custom branding
    • Priority support
    • Website (Add-on)

    Enterprise

    $99/mo

    Billed annually ($1188/year)

    Large firms needing team supervision and custom scale

    • Active clients: Unlimited
    • Storage: Unlimited
    • Everything in Premium
    • Up to 5 team members, each with Premium
    • E-signature requests / month: Unlimited
    • Invoices / month + Client payments / month: Unlimited
    • Automated reminders: Complete
    • Dedicated support
    • SMS notifications
    • Tax organizer
    • Booking system
    • Analytics: Advanced
    • Custom branding
    • Website: Included

    See all features side by side

    Feature / PlanFreeStarter★ Most PopularPremiumEnterprise
    Price
    $0/mo
    $0/year
    $29/mo
    $348/year
    $49/mo
    $588/year
    $99/mo
    $1188/year
    Plan limits
    Active clients350250Unlimited
    Storage2 GB7 GB15 GBUnlimited
    Included on every plan
    Client intake
    Engagement letter
    Document management
    Secure messaging
    Learning Center + Trivyax
    Billing, automation & growth
    E-signature requests / month575UnlimitedUnlimited
    Invoices / month75UnlimitedUnlimited
    Client payments / month75UnlimitedUnlimited
    Automated remindersBasicAdvancedComplete
    SMS notifications
    Tax organizer
    Booking system
    AnalyticsBasicBasicAdvancedAdvanced
    Custom branding
    WebsiteAdd-onAdd-onIncluded
    Priority supportDedicated support
    ENTERPRISE ADD-ON

    Add a Professional Website

    Upgrade to Enterprise and add a custom website for $239 setup + $30/year hosting + maintenance

    Built Around Your Content

    Your services, bio, and photos in a polished, modern layout

    Hosting & SSL Included

    Secure hosting, SSL, and updates — connect your own domain

    Lightning Fast

    Optimized for speed with modern web technologies

    $239 setup + $30/year

    available as an add-on for Enterprise plans

    💳 Simple Annual Billing

    One payment per year. Monthly prices shown for reference only

    ✓ No hidden fees • ✓ Cancel anytime • ✓ Upgrade/downgrade as needed

    If you exceed your client limit, upgrade or pay a per-client add-on fee