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
(250 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
(500 contacts)
(2 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
(2500 contacts)
(3 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
(5000 contacts)
(10 users)
Client Experience Features
PR & Thought Leadership Features
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
Additional Website
Starter: $50/Month
($540/Annually)
Grow, Premier, and Premier +: $150/Month
($1620/Annually)
Additional Landing Pages
$25/Month
$270/Annually
for different niches
and services
50 E-Sign Pack
$50/pack