Our Plans

Flexible Plans for Every Accounting Team

Options for every stage of your firm's growth

Essentials Plan

Essentials Plan

For boutique or part-time firms

Save $160
$160 $1,760 /month
Up to 150 active clients

Includes:

  • Unlimited team members
  • Secure client portal & encrypted file sharing
  • E-signatures and return progress tracking
  • Email support (24–48 hr response)
  • Tax season checklist templates
  • Access to standard automations (reminders, intake forms)
Ideal for solo CPAs and side-practice tax pros
Growth Plan

Growth Plan

For full-time preparers

Save $250
$250 $2,750 /month
Up to 350 active clients

Everything in Essentials, plus:

  • Priority support (response in under 6 hours)
  • End-of-season performance report with actionable insights
  • Quarterly IRS & tax law update summaries
  • Branded engagement letters and intake forms
Ideal for preparers transitioning to full-time or managing seasonal staff
Custom Plan

Custom Plan

For high-volume tax offices

Custom pricing
More than 350 active clients
Contact Our VIP Sales Team

Everything in Growth, plus:

  • Pricing tailored to your client count and usage requirements
  • VIP support (response in under 2 hours)
  • Dedicated success manager & quarterly strategy calls
  • Custom-branded client portal (your logo + domain)
  • Concierge onboarding and training
  • Early access to Omnifuse beta features
  • Monthly best-practice newsletter for firm growth
Ideal for firms whose client count or data requirements go beyond the standard tiers
Comparison

Compare All Plans:

Building icon Essentials Plan
Building icon Growth Plan
Building icon Custom Plan
Best For
Boutique or part-time firms
Full-time preparers
High-volume tax offices
Client Limit
Up to 150 clients
Up to 350 clients
More than 350 clients
Unlimited Team Members
Included
Included
Included
Secure Client Portal & File Sharing
Included
Included
Included
E-signatures & Progress Tracking
Included
Included
Included
Automations
Standard (reminders, intake forms)
Enhanced (automated reminders, task triggers)
Enhanced (automated reminders, task triggers)
Tax Season Checklist Templates
Included
Included
Included
Support
Email support (24–48 hr response)
Priority support (response in under 6 hrs)
VIP support (response in under 2 hrs)
End-of-Season Performance Report
Not included
Included
Included
Quarterly IRS & Tax Law Summaries
Not included
Included
Included
Branded Engagement Letters & Forms
Not included
Included
Included
Dedicated Success Manager
Not included
Not included
Included
Custom-Branded Client Portal
Not included
Not included
Included
Concierge Onboarding & Training
Not included
Not included
Included
Early Access to Beta Features
Not included
Not included
Included
Best-Practice Newsletter for Firm Growth
Not included
Not included
Included