Tailored Plans For
Every Business Stage

Core Plan

Get all the fundamental tools you need to manage appointments, clients and run your office efficiently without the overhead.

$44.99 /month
Billed Monthly $44.99
  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Automated AI Marketing
  • Automated CRM
  • Customer Portal/ App
  • Unlimited Data Storage
  • Document Manager
  • Mobile App
  • Secure Messaging
  • Virtual Business Card
  • Chat/ Live Support
MOST POPULAR
Premium Plan

Unlock advanced automation, expanded marketplace visibility, and priority features designed to help you scale your team.

$99.99 /month
Billed Monthly $99.99
  • Improved Google Ranking
  • Unlimited Data Storage
  • 2 Users/ Seats
  • Custom Forms
  • E-Signatures i
  • Invoicing/ Billing
  • Task / Project Manager
  • Team Chat
  • Multi-User Booking System
  • Dedicated Account Rep
  • Priority Support
Commission Center

The automated solution designed to revolutionize the way you pay your team. Reduce your payroll time from hours to just a few minutes a week.

$149.99 /month
Billed Monthly $149.99
  • Service Bureau Profile
  • Automated Fee Splitting
  • Automated Payroll
  • Unlimited Downlines
  • Unlimited Offices
  • Custom Branding
  • My Tax Hub URL
  • Comprehensive Reports
  • 10 Users (Add as needed)
  • Dedicated Account Rep
  • Priority Support

Tax Office Plus

Level up your Tax Office with the essential performance tools.

Includes Everything in Core Plan + Tax Software E-Signatures
$149.99/month
Billed Monthly $149.99
Optional

Extras

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Subtotal $34.99
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