START SMALL OR GROW BIG

Our Pricing

Competitively priced packages designed to fuel your firm's growth.
Web Presence
Most Popular
GROW
PREMIER
Premier +
WEB PRESENCE
Make a Great Impression
$125/mo
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

1 Lightning fast website
Review collection and management
Automated social media posting
Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Apple Business Profile
No Landing Pages
SEO Monitoring & Reporting
(not included)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features (coming soon)

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai
50,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(100 contacts)
ClientHub Seats (1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
Practice BOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
Proposals & Payments
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership (not included)
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Most Popular
GROW
Establish Your Brand Online
$200/mo
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

1 Lightning fast website
Review collection and management
Automated social media posting
Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
1 Landing Pages
SEO Monitoring & Reporting
(quarterly)
Citation and directory listing management
Apple Business Profile
Client upsell funnels with whitepapers
Marketing concierge

Ai Features (coming soon)

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

250,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(300 contacts)
ClientHub Seats (2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (50 per year)
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Essentials
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
PREMIER
Outrank Your Competitors
$300/mo
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

2 Lightning fast websites
Review collection and management
Automated social media posting
Google Business Profile
Apple Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
3 Landing Pages
SEO Monitoring & Reporting
(monthly)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features (coming soon)

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

500,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
ClientHub Seats (3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (150 per year)
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Thought Leadership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Premier +
Become a Thought Leader
$500/mo
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

3 Lightning fast websites
Review collection and management
Automated social media posting
Google Business Profile
Apple Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
10 Landing Pages
SEO Monitoring & Reporting
(monthly)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features (coming soon)

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

1,000,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
ClientHub Seats (10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (unlimited)
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Thought Leadership unlimited authors
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages

Buy ClientHub A La Carte
Don’t need a full web presence package?

Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.

Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$25/user/mo
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Basic engagement letter templates
eSign & KBA (10 per year)
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$35/user/mo
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
eSign & KBA (50 per year)
Workflow
Digitize Workflows and Client Collaboration
$50/user/mo
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.
eSign & KBA (150 per year)
Connect
Presence
Grow
Premier
Get Found
Full Mobile Optimized Website
Automated Newsletter and Blog Posting
Prewritten Content Bank
Google Business Profile Set Up
Custom Domain(s)
Integrated Website Analytics Dashboard
ADA Compliance + SSL Security
Automated Social Media Posting
Additional Landing Pages
SEO Services and Reporting
Marketing Concierge Team + Coaching
Public Relations Coverage (Get featured in Forbes, NYT, etc.)
Convert Leads to Clients
Automated Lead Capture
Lead Nurture Campaigns
Subscriber List Management
Online Calendar Appointment Setting
Chat Bot
Manage Your Clients
Client Upsell Campaigns
Video Meetings
Calendar Sync with Outlook & Google
Drive Client Loyalty
Client Newsletter List Management
Review Monitoring and Management

Customize your plan with optional add-ons.

Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.

Contact
Blocks

$10 per 200/Monthly
$108 per 200/Annually

Add more contacts to your subscription

Additional Website

$50/Month
$540/Annually

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
for different niches
and services

Additional
Domain Name

$20/Annually

Add more domains to your subscription

Additional
Email

$3/Month Each
$36/Annually Each

Add more emails to your  subscription

50 E-Sign Pack

$50/pack

Add more E-signatures to your subscription
Most Popular
Web Presence
GROW
PREMIER
Premier +
WEB PRESENCE
Make a Great Impression
$1350/year
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

1 Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting (not included)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Front Office Features

Client CRM
(100 contacts)
Client Portal (1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
Proposals & Payments
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Get Quoted
Monthly VIP training webcasts 
TaxBuzz Membership (not included)
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Most Popular
GROW
Establish Your Brand Online
$2160/year
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

1 Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
1 Landing Pages
SEO Monitoring & Reporting (quarterly)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

250,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
Practice BOT

Front Office Features

Client CRM
(300 contacts)
Client Portal (2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA (50 per year)
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Essentials
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
PREMIER
Outrank Your Competitors
$3240/year
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

2 Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
3 Landing Pages
SEO Monitoring & Reporting (monthly)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

500,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
Practice BOT

Front Office Features

Client CRM
(unlimited)
Client Portal (3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA (150 per year)
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Thought Leadership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
PREMIER +
Become a Thought Leader
$5400/year
Annual pricing take 10% off.
Get a Demo

Web Visibility Features

3 Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
10 Landing Pages
SEO Monitoring & Reporting (monthly)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Ai Features

Research Ai

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice Ai

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

1,000,000 Ai words per month
Personalized website creator and copywriter
Ai Social Campaign Writer
Practice BOT

Front Office Features

Client CRM
(unlimited)
Client Portal  (10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA (unlimited)
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
TaxBuzz Membership – Thought Leadership unlimited authors
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages

Buy ClientHub A La Carte
Don’t need a full web presence package?

Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.

Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$270/user/year
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$378user/year
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
Workflow
Digitize Workflows and Client Collaboration
$540/user/year
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.

Customize your plan with optional add-ons.

Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.

Contact
Blocks

$10 per 200/Monthly
$108 per 200/Annually

Add more contacts to your subscription

Additional Website

$50/Month
$540/Annually

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
for different niches
and services

Additional
Domain Name

$20/Annually

Add more domains to your subscription

Additional
Email

$3/Month Each
$36/Annually Each

Add more emails to your  subscription
Web Presence
Most Popular
GROW
PREMIER
Premier +
Connect
Make a Great Impression
$1350/year
Get a Demo

Web Visibility Features

Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Front Office Features

Client CRM
Client Portal
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Get Quoted
Monthly VIP training webcasts 
AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Presence
Establish Your Brand Online
$1998/year
Get a Demo

Web Visibility Features

Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Front Office Features

Client CRM
Client Portal
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
PracticeBOT

Client Experience Features

Secure Document Sharing
Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Get Quoted
Monthly VIP training webcasts 
AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Grow
Outrank Your Competitors
$3078/year
Get a Demo

Web Visibility Features

Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Front Office Features

Client CRM
Client Portal
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & kba
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Get Quoted
Monthly VIP training webcasts 
AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Premier
Become a Thought Leader
$5238/year
Get a Demo

Web Visibility Features

Lightning fast website
Review collection and management
Automated social media posting plus Google Business Profile
On page Search Engine Optimization
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge

Front Office Features

Client CRM
Client Portal
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & kba
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Get Quoted
Monthly VIP training webcasts 
AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages

Compare each of our account tiers.

A full breakdown and comparison of each plan to help you find the right fit.

Most Popular
Base
Payments
WorkfLow
Branded Client Portal
Branded Client Portal
Appointment Scheduler
Video Meetings
Document Sharing
To-Dos
ClientHub component for Web Presence or a third party website
Proposal Builder
Payments
Digital Intake Forms
Online Client Questionnaires
eSignature (Coming Q2 2023)
Work Presentation and Approval
Secure Chat
Template To-Dos (Coming Q2 2023)

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