Find a plan that fits your firm
We have 3 plans to help boost visibility, efficiency, and collaboration in your firm.
Gain improved collaboration, automated processes, and optimized workflows.
Stay competitive with access to high-volume workflows, multiple teams, additional templates for more complex processes, and automation.
Get complete access, including unlimited work and contact management features, advanced reporting, custom data management, and more.
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Number of users
Exclusively for Lacerte, ProConnect, and ProSeries
Tax software integration and added features