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4.8 ~ Trusted by 3,000+ Tax Pros

MOST POPULAR

Premium Plan

$49/mo

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

Includes Everything in Core Plan +
  • Improved Google Ranking
  • Unlimited Data Storage
  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Automated AI Marketing
  • Automated CRM
  • Customer Portal/ App
  • Document Manager
  • Email Inbox
  • Enhanced Marketplace Visibility
  • Invoicing/ Billing
  • Mobile App
  • 50 PDF Merge
  • Secure Messaging
  • Task / Project Manager
  • Virtual Business Card
  • Chat/ Live Support
  • Multi-User Booking System
  • Dedicated Account Rep
  • Priority Support

Core Plan

$0/mo

Includes Everything in Core Plan +
  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Virtual Business Card
  • Chat/ Live Support
MOST POPULAR
Premium Plan
Premium Plan
For Growing Offices
$49 /month
Billed Monthly $49.00

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

    Includes Everything
    in Core Plan +

  • Improved Google Ranking
  • Unlimited Data Storage
  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Automated AI Marketing
  • Automated CRM
  • Customer Portal/ App
  • Document Manager
  • Email Inbox
  • Enhanced Marketplace Visibility
  • Invoicing/ Billing
  • Mobile App
  • 50 PDF Merge
  • Secure Messaging
  • Task / Project Manager
  • Virtual Business Card
  • Chat/ Live Support
  • Multi-User Booking System
  • Dedicated Account Rep
  • Priority Support
Core Plan
Core Plan
For Start-up Offices
$0 /month
Billed Monthly $0.00

    Includes Everything
    in Core Plan +

  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Virtual Business Card
  • Chat/ Live Support

Tax Office Plus

Level up your Tax Office with the essential performance tools.

Includes Everything in Core Plan + Tax Software E-Signatures
$99.00/month
Billed Monthly $99.00

Custom Plan

For companies that need a tailored setup — team size, add-ons, and workflow

Get Custom Pricing →
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