Get everything you need to manage clients, automate workflows, and grow your tax business. Built specifically for tax professionals like you. Need help getting started? or read our latest tax business tips.
✨ Special launch pricing - secure your rate today
Perfect for new tax professionals getting started
For established tax pros ready to scale their practice
Includes: Everything in Basic
For multi-location firms and white-label solutions
Includes: Everything in Plus
Messages over the character limit auto-split; each extra ~160 (or ~70) characters uses +1 credit.
| Feature | Basic | Plus | Pro | Add-ons |
|---|---|---|---|---|
| COMMUNICATION & OUTREACH | ||||
| 2-Way Texting | ✅ | ✅ | ✅ | — |
| Email & Broadcasts | ✅ | ✅ | ✅ | — |
| WhatsApp Integration | ✅ | ✅ | ✅ | — |
| Campaigns | ✅ | ✅ | ✅ | — |
| Lead Capture Forms | — | ✅ | ✅ | — |
| AI Campaign Drafts (EN/ES) | — | — | ✅ | ✅ |
| AI Smart Replies & Tone Adjuster | — | — | ✅ | ✅ |
| AI Auto subject-line variants | — | — | ✅ | ✅ |
| INBOX & MESSAGING | ||||
| Unified Inbox | ✅ | ✅ | ✅ | — |
| Team Chat | — | ✅ | ✅ | — |
| AI Summaries of contact history | — | — | ✅ | ✅ |
| CONTACT & CLIENT MANAGEMENT | ||||
| Contact Management | ✅ | ✅ | ✅ | — |
| Contact Import/Export | ✅ | ✅ | ✅ | — |
| Client Portal | ✅ | ✅ | ✅ | — |
| Multi-Location Support | — | — | ✅ | — |
| AI Lead Qualification & Routing | — | — | ✅ | ✅ |
| AI Data Cleanup | — | — | ✅ | ✅ |
| LANGUAGE & ACCESSIBILITY | ||||
| Bilingual Support | ✅ | ✅ | ✅ | — |
| Translation System | ✅ | ✅ | ✅ | — |
| Mobile Friendly | ✅ | ✅ | ✅ | — |
| TASK & WORKFLOW MANAGEMENT | ||||
| Task Management System | ✅ | ✅ | ✅ | — |
| Basic Workflows | ✅ | ✅ | ✅ | — |
| Workflow Builder | — | ✅ | ✅ | — |
| Custom Workflows | — | ✅ | ✅ | — |
| Advanced Workflows | — | — | ✅ | — |
| AI Task Generation from client messages | — | — | ✅ | ✅ |
| SCHEDULING & BOOKINGS | ||||
| Basic Appointment Bookings | ✅ | ✅ | ✅ | — |
| Appointment Bookings | — | ✅ | ✅ | — |
| DOCUMENT MANAGEMENT | ||||
| Document Request System | ✅ | ✅ | ✅ | — |
| Document Storage | ✅ | ✅ | ✅ | — |
| File Conversion (PDF to Excel) | — | ✅ | ✅ | — |
| E-Signatures | — | — | ✅ | — |
| AI Document Classification | — | — | ✅ | ✅ |
| PAYMENTS & BILLING | ||||
| Pay Links | ✅ | ✅ | ✅ | — |
| Portal Payments | ✅ | ✅ | ✅ | — |
| Payment Tracking | — | ✅ | ✅ | — |
| Invoices (Plus+) | — | — | ✅ | — |
| SUPPORT & HELP | ||||
| Help Desk System | ✅ | ✅ | ✅ | — |
| QR Code Generator | — | — | ✅ | — |
| USER MANAGEMENT & PERMISSIONS | ||||
| Basic Permission Management | ✅ | ✅ | ✅ | — |
| Custom Permission Management | — | ✅ | ✅ | — |
| Settings & Configuration | ✅ | ✅ | ✅ | — |
| SECURITY & COMPLIANCE | ||||
| Secure Logins | ✅ | ✅ | ✅ | — |
| End-to-End Encryption | ✅ | ✅ | ✅ | — |
| 2FA Authentication | ✅ | ✅ | ✅ | — |
| Audit Logs | ✅ | ✅ | ✅ | — |
| Data Isolation | ✅ | ✅ | ✅ | — |
| Compliance Ready | ✅ | ✅ | ✅ | — |
| BRANDING & CUSTOMIZATION | ||||
| Co-Branding | — | — | ✅ | — |
| Custom Website | — | — | — | ✅ |
| INTEGRATION & API | ||||
| API Access | — | — | ✅ | — |
| AI INSIGHTS & ANALYTICS | ||||
| AI Insights & Forecasting | — | — | ✅ | ✅ |
Ready to streamline your tax practice? Start your free trial today - no credit card required.