Starter Plan
Everything You Need to Run Your CPA Practice More Efficiently
Designed for solo CPAs and independent practitioners who want to automate client onboarding, follow-ups, and everyday administrative tasks without unnecessary complexity.
$147 $75 /month
What's Included
CRM & Smart Lists
Client Onboarding Pipeline
Engagement Letter E-Sign
Automated Client Follow-Up
AI Voice Agent
One Business Phone Number
220 AI Minutes Per Month
Email Marketing
Up to 500 Emails Per Month
One User
Perfect For
Solo CPAs
Independent Accountants
Small Tax Practices
Professionals looking to automate repetitive work
Payment