Simple, transparent pricing

Choose the plan that's right for you with our 30-day money back guarantee.

Solo Practice

$29/mo

For individual CPAs and small practices.

INCLUDING

  • 100 documents per month with AI
  • Advanced AI document processing
  • Full workflow automation suite
  • Advanced reconciliation & matching
  • AI review & validation with audit trails
  • Multi-client portal management
  • Tax software integration & exports
  • AI Assistant (1000 queries/month)
  • Single user
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Team

$49/mo /user

For growing accounting firms with multiple team members.

INCLUDING

  • 100 documents per month with AI
  • Advanced AI document processing
  • Full workflow automation suite
  • Advanced reconciliation & matching
  • AI review & validation with audit trails
  • Multi-client portal management
  • Tax software integration & exports
  • AI Assistant (1000 queries/month)
  • Unlimited team members

30-day money back guarantee (No questions asked)

Frequently asked questions

Practice automation perfected.

AI document processing, Automated reconciliation, Client workflow management,
Tax software integration & your intelligent Assistant.