
All Plan
Compare our plans below and choose the one that's right for you.

Perfect for Solo CPAS
$97 /month
Ideal for independent practitioners looking to automate client onboarding and follow-up without unnecessary complexity.
Includes
CRM & Smart Lists
Client Onboarding Pipeline
Engagement Letter E-Sign
Automated Follow Ups
1 AI Voice Agent
1 Business Phone Number
220 AI Minutes / Month
Email Marketing
500 Emails / Month
1 User

Built for Growing Firms
$197 /month
Designed for firms with growing teams that need better collaboration, automation, and client communication.
Includes
Document Collection Automation
Client Portal
Review Workflows
Unified Inbox
Up to 3 Business Numbers
3 AI Voice/Text Agents
500 AI Minutes / Month
Two-Way SMS
Up to 5 Users

For Multi-Partner Firms
$497 /month
Built for larger firms that need enterprise-level automation, AI-powered workflows, and centralized management.
Includes
Multiple AI Voice Agents
Intelligent Call Routing
AI Research Assistant
Referral & Campaign Engine
Advanced Marketing Automation
Priority Onboarding
Strategy & Consulting
Up to 10 Partners Included
Additional Partners: $49/month

Automate client onboarding

Eliminate repetitive administrative work

Improve client communication

Manage your entire practice from one platform

Save time with AI-powered automation

Scale your firm with confidence
If you're a solo CPA, the Starter plan is a great place to begin. Growing firms typically benefit from Professional, while larger multi-partner practices are best suited for Enterprise.
Yes. You can upgrade your plan as your firm grows.
No. All plans are billed monthly, giving you the flexibility to scale as your business evolves.
Yes. Every plan includes onboarding, with Enterprise receiving priority onboarding and additional consulting.

