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Simple, Transparent Pricing

Scale with your firm. No setup fees. Cancel anytime.

All plans include white-label branding, calendar integration, lead qualification AI, and email support. Choose based on monthly call volume.

Starter
$149/month

For solo CPAs and small teams

Perfect for testing or small practices. Includes basic lead qualification and appointment booking.

  • 100 calls/month
  • Basic lead qualification
  • Calendar + Outlook sync
  • Email support
  • White-label branding
Extra calls
$0.80 per call
RECOMMENDED
Professional
$399/month

For growing CPA firms (3-10 partners)

Most popular. Advanced AI qualification, CRM integrations, and dedicated onboarding support.

  • 500 calls/month
  • Advanced AI lead scoring
  • HubSpot + Zoho CRM sync
  • Multi-user dashboard
  • Custom voice persona
  • Priority email support (4h response)
Extra calls
$0.60 per call
Enterprise
Custom/month

For multi-office firms (10+ partners)

Unlimited volume with dedicated success team, custom integrations, and SLA guarantees.

  • Unlimited calls
  • All Pro features plus:
  • Dedicated account manager
  • Custom API integrations
  • Advanced security + SSO
  • Phone + email support
  • 99.9% uptime SLA

Pricing FAQ

What counts as a call?
Any call that connects for 5+ seconds counts. Dropped calls, busy signals, and voicemails do not. You only pay for completed interactions.
Can I change plans mid-month?
Yes. Upgrades take effect immediately and are prorated. Downgrades take effect on your next billing date.
Is there a contract?
No. All plans are month-to-month. Cancel anytime with no penalties or early termination fees.
What payment methods do you accept?
Credit card (Visa, Amex, Discover) or ACH bank transfer. Annual billing gets a 15% discount.
Is there a setup fee or onboarding cost?
No setup fees. We handle calendar and CRM integration, voice training, and firm branding at no extra cost.
Do you offer a free trial?
Yes. 14-day free trial on all plans. No credit card required to start. You only get charged if you decide to continue.