Starter plan / monthly

Get the essentials to launch fast: CRM, booking, and core automations.
14-day free trial. No charges today. Billing begins on Day 15 unless canceled.

Organized CRM + forms & e-signatures

Booking with reminders (email/SMS)

2-way messaging & web chat
Secure checkout • Stripe payments • Need help? [email protected]

Ready-made automations

Starter

$45/mo

  • Organize every client and contact with an unlimited* CRM tailored for accounting & tax firms.

  • Deliver a premium client experience with a secure client portal and mobile access.

  • Document storage & e-signatures included* to keep work moving.

  • Ready-made automations to streamline tax, bookkeeping, and client workflows.

  • Integrated email, SMS, and secure chat for compliant communication.

  • Get paid faster with proposals, invoices, and online payments in one place.

  • Simplify onboarding with smart intake forms and pre-built data capture.

  • Essential support via email & chat. Average response time: ~24h.

  • 14-day free trial — no charges today; billing begins on day 15 unless canceled.

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