Our Pricing
Priced packages designed to fuel your firm's growth.
Web Visibility Features
(add on website $50/month)
(Coming Soon)
(Coming Soon)
AI Powered Features
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
Front Office Features
(1,000 contacts)
(1 user)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
(add-on website $150/month)
(quarterly)
AI Powered Features
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
Front Office Features
(2,500 contacts)
(3 users)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
(add-on website $150/month)
(monthly)
AI Powered Features
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
Front Office Features
(5,000 contacts)
(7 users)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
2 Lightning-Fast Websites
(add-on website $150/month)
(monthly)
AI Powered Features
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
Front Office Features
(10,000 contacts)
(15 users)
Client Experience Features
PR & Thought Leadership Features
MAX Credits are flexible work capacity used across MAX Intelligence. A typical MAX interaction starts around 20 credits, while documents, advanced research, skills, automation, and other complex workflows may use more based on the work performed.
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.
Additional Users
Starter
$25/mo per additional user
Grow
$20/mo per additional user
Premier
$15/mo per additional user
Premier+
$15/mo per additional user
Contact Blocks
+1,000 contacts
$15/mo
+2,500 contacts
$29/mo
+5,000 contacts
$49/mo
+10,000 contacts
$79/mo
One-Time Credit Pack
10,000
$49
25,000
$99
50,000
$179
100,000
$299
250,000
$599
500,000
$999
Additional Website
Starter
$50/Month ($540/Annually)
Other packages
$150/Month ($1620/Annually)
Additional Landing Pages
$25/Month ($270/Annually)
50 E-Sign Pack
$50/pack