Priced to the pain, not the page count.
Every plan includes the AI assistant and 24/7 licensed CPA chat. The differences match what a firm your size actually struggles with. Start free on Growing Team.
- Answer clients after hours without working after hours
- Get through tax season without hiring help you can't afford
- A backup CPA on call, for a fraction of a salary
- 1–2 seats
- 24/7 live CPA chat included
- Free your partners from questions juniors keep asking
- Juniors get instant answers instead of a queue
- Grow your output without adding headcount
- Up to 15 seats, shared workspace
- 24/7 live CPA chat included
- Reviewed, consistent answers across all offices
- Admin controls and usage analytics for oversight
- Priority access to dedicated CPAs
- Enterprise security, compliance, integrations
- Onboarding and a named account manager
The things firms ask first.
Is the free trial really full access?
Yes — your trial runs on the Growing Team plan with full AI and live CPA chat. No card required. You pick a plan when the trial ends.
Who actually answers the CPA chat?
Licensed, qualified CPAs — not generalist support staff. They review the AI's answers and handle the questions that need human judgement.
How current is the tax information?
We continuously track legislative and regulatory changes across federal law and all 50 states, and a licensed CPA reviews complex guidance before you rely on it.
Is my firm's data secure?
Your data is encrypted and handled per our privacy policy. We don't sell client information. See the Privacy policy for full detail.
Try the Growing Team plan free.
14 days, full access, no card required.