Simple, predictable plans built for accounting firms of all sizes.
Generate compliant onboarding documents in minutes, not hours. Pay only for what you use.
Perfect for solo practitioners and small teams.
Most popular for growing accounting practices.
For multi-location firms with custom compliance needs.
One engagement equals one client onboarding cycle (tax return, bookkeeping, or audit). If a client renews their service, that's a new engagement. You can generate as many document variations as needed for a single engagement without additional cost.
Yes. Annual plans save 20% compared to monthly pricing. Annual Professional is $760/year instead of $948. Switch to annual anytime from your account settings.
Starter plan: we'll email you when you're near capacity so you can upgrade. Professional and Enterprise plans have no limits. You're never surprised with unexpected charges.
Professional and Enterprise plans include a 14-day free trial with full access. No credit card required. Starter plan is available immediately with limited monthly templates for testing.
Yes. Monthly subscribers can cancel anytime. Annual subscribers can cancel with 30 days notice. We'll never lock you in or charge early termination fees.
Contact our sales team. We handle custom compliance requirements, white-label solutions, and dedicated integrations for larger practices. Enterprise customers get a dedicated account manager.