Build the platformaround your firm.
Two plans. Start with documents and e-sign, or run the full operating system with unlimited everything. Transparent pricing without hidden envelope fees or season surprises.
No hidden fees
Transparent monthly pricing. No per-document, per-signature, or envelope charges.
Free tech support
US-based bilingual support on every plan, 7 days a week during tax season.
Free for transitions
Qualifying bookkeepers transitioning into tax prep get the platform free.
Choose your plan
Two ways to run your tax office. Pick the one that fits where your firm is today, and upgrade anytime.
Document portal, limited e-signatures, client portal, and limited appointment booking. Everything a solo preparer needs to go digital.
Unlimited documents, e-signatures, appointment booking and follow-up, workflow automation, unlimited team members, white-label portal and dashboard, plus Elena bilingual Voice AI.
Compare what is included
Every feature, side by side across both plans.
| Feature | Starter | Professional |
|---|---|---|
Document Portal | Limited | Unlimited |
E-Signatures | Limited | Unlimited |
Appointment Booking | Limited | Unlimited + follow-up |
Client Portal | Standard | White-label |
Workflow Automation | — | |
Team Members | 1 seat | Unlimited |
CRM + Reporting | — | |
Elena Voice AI | — | |
White-label Dashboard | — | |
Free Tech Support |
Questions about pricing
Yes. Qualifying bookkeepers transitioning into tax preparation get the platform free for a limited time, and any tax office can list in our directory at no cost.
Starter gives you a document portal, limited e-signatures, a client portal, and limited appointment booking for a single user. Professional unlocks unlimited documents, e-signatures, appointment booking with follow-up, workflow automation, unlimited team members, a white-label client portal and dashboard, CRM, reporting, and Elena bilingual Voice AI.
Absolutely. Start with what you need and upgrade to Professional whenever your firm is ready. All of your client data, documents, and history move with you.
No. There are no envelope fees, signature fees, or season surprises. E-signatures are limited on Starter and unlimited on Professional.
Every plan includes free technology support from a US-based bilingual team, available 7 days a week during tax season. We help with setup, migration, and day-to-day questions.
Elena answers incoming calls in English and Spanish, identifies the caller, captures intent, creates or updates a CRM lead, schedules appointments, and notifies your team. It is included on the Professional plan.
Build the tax firm you want to run.
Start with documents and e-sign. Add automation, unlimited teams, and Voice AI when your business is ready. Book a free consultation and we will help you choose the right plan.