Simple, Transparent Pricing
Choose the plan that works best for your CPA firm and client base
Monthly
Annual
Save 20%
Starter
$99
$79
/month
Perfect for small CPA firms just getting started
- Up to 25 clients
- 5 custom tools
- Basic financial reports
- Standard reminders
- Custom branding
- API access
Most Popular
Professional
$199
$159
/month
Ideal for growing CPA firms with diverse clients
- Up to 100 clients
- 25 custom tools
- Advanced financial reports
- Custom reminders
- Custom branding
- API access
Enterprise
$399
$319
/month
For established firms with complex requirements
- Unlimited clients
- Unlimited custom tools
- Custom financial reports
- Automated workflows
- Custom branding
- API access
Frequently Asked Questions
Yes, you can upgrade or downgrade your plan at any time. When upgrading, the new pricing will be applied immediately with a prorated charge for the remainder of your billing cycle. When downgrading, the new pricing will take effect at the start of your next billing cycle.
Yes, we offer a 14-day free trial for all plans. No credit card is required to start your trial, and you'll have full access to all features of your selected plan during the trial period.
Yes, we offer a 25% discount on all plans for verified non-profit organizations. Please contact our sales team for more information and to verify your non-profit status.
We accept all major credit cards (Visa, MasterCard, American Express, Discover) as well as PayPal. For Enterprise clients, we also offer invoice-based payment options.
Need a custom solution?
Contact our sales team to discuss your specific requirements and how we can help.
Contact Sales