Pricing that scales with your footprint.
From a single office to a national network. Every plan includes the full software suite, University, community, mentorship, marketing tools, and 24/7 support.
Whatever you pick, you get all of this.
- Full software suite (all modules)
- University with all courses
- Active community & networking
- Mentorship & coaching
- Marketing & growth tools
- 24/7 support & success team
Tax Office, Service Bureau & Enterprise.
Pay annually and save 20%, or month to month. Implementation packages are one-time; multi-year and multi-office terms are quoted by sales.
Trade show pricing through September 17. New offices and bureaus, on the annual plan.
- 99.9% uptime SLA
- Unlimited e-files
- Unlimited preparers
- Launch blueprint
- Marketing funnels and campaign templates
- Tax office resources
- All Professional features
- Three office licences included
- Add an office any time for $1,000
- Every office gets unlimited preparers
- Everything in Tax Office Pro
- One login, one bill across your offices
- Office-level reporting
- 99.9% uptime SLA
- Unlimited e-files
- Up to 15 offices
- Revenue sharing system
- Recruiting system
- Weekly group coaching
- All Tax Office features
- 99.9% uptime SLA
- Unlimited e-files
- Offices sized to your contract
- Service bureau included
- Enterprise dashboards
- Compliance center
- White glove support
- All Service Bureau features
Every plan carries a 99.9% uptime commitment, monitored continuously. See our measured availability.
Onsite training is available at all levels: single instructor, two instructors, or a full team launch (plus travel). Pricing shown is current and may be tailored to your configuration; talk to sales for an exact quote.
Find the plan that fits, then grow into the next one.
Start where you are. Scale to a multi-office or service-bureau empire on the same platform.