Stop Losing Clients. Start Growing Your Tax Business.

✅ Built for tax professionals
✅ All-in-one solution
✅ Easy to get started

✨ Special launch pricing - secure your rate today

Basic

Perfect for new tax professionals getting started

$99/mo
2 months included · Save $198/year

Core Features

  • 2-Way Texting & WhatsApp
  • Email & Campaigns
  • Unified Inbox
  • Contact Management
  • Bilingual Support
  • Basic Workflows
  • Mobile Friendly
  • Secure Logins & 2FA
Secure payment with
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MasterCard
American Express
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Plus

For established tax pros ready to scale their practice

BEST VALUE
$125/mo
2 months included · Save $250/year

Includes: Everything in Basic

Plus Features

  • Team Chat
  • Advanced Bookings
  • Document Storage
  • Workflow Builder
  • Lead Capture Forms
  • Payment Tracking
  • Custom Permissions
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MasterCard
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Pro

For multi-location firms and white-label solutions

MOST POPULAR
$150/mo
2 months included · Save $300/year
Includes FREE $500 Website when billed annually

Includes: Everything in Plus

Pro Features

  • FREE Custom Website ($500 value) Limited Time
  • Multi-Location
  • Custom Branding
  • E-Signatures
  • API Access
  • Advanced Analytics
  • Priority Support
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Add-ons

Custom Website $500 one‑time Included FREE with Pro Annual (Limited Time)
One‑time design & setup of a website tailored to your brand, hosted on your domain. Includes core pages for your services.
Messaging Credits (SMS) $0.02 per credit
1 credit = 1 outbound SMS segment. Inbound messages are free. Plain text up to ~160 characters (~25–30 words), with emojis/accents up to ~70 characters (~10–14 words).
Messaging Credits Bundle Options
  • 500 credits — $10 ($0.02/credit)
  • 1,000 credits — $18 ($0.018/credit)
  • 5,000 credits — $75 ($0.015/credit)
  • 10,000 credits — $130 ($0.013/credit)

Messages over the character limit auto-split; each extra ~160 (or ~70) characters uses +1 credit.

Complete Feature Comparison

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 (Campaign Builders) ✅ ✅ ✅ —
Workflow Builder (Campaign Builder) — ✅ ✅ —
Custom Workflows (Campaign Sequences) — ✅ ✅ —
Advanced Workflows (Advanced Campaigns) — — ✅ —
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 — — ✅ ✅

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