Pricing

Simple pricing for every firm size

Annual billing is the default and the better deal. Monthly is available if you prefer it. First 50 firms lock in the founding price forever.

Save up to 40% vs monthly — the smart choice

1–2 seats

For solo CPAs and one-person practices

Founding Member price

$690/yr

$890/yr· ≈ $58/mo

Up to 8 seats

For growing small firms

Founding Member price

$1,290/yr

$1,590/yr· ≈ $108/mo

Unlimited seats

For established multi-staff practices

Founding Member price

$2,290/yr

$2,790/yr· ≈ $191/mo

14-day free trial

No credit card required

Cancel anytime

No lock-in, no cancellation fees

Paid via Paddle

Secure checkout, VAT handled

Frequently asked questions

What is the Founding Member price?: The first 50 firms to sign up lock in permanently discounted pricing — Solo at $690/yr vs $890/yr standard. Prices never increase for founding members.
How does the 14-day free trial work?: You get full access for 14 days, no credit card required. At the end of the trial you can subscribe to any tier or let it expire — no charge either way.
What counts as a seat?: A seat is a team member who can log in and manage notices. Clients are unlimited on every tier — only staff headcount is capped.
Can I switch tiers later?: Yes. You can upgrade at any time and the unused portion of your current billing period is prorated. Downgrades take effect at the next renewal.
Who handles payments?: Billing is managed by Paddle, our Merchant of Record. They handle VAT, sales tax and payment processing — your card data never touches our servers.
Is there a monthly plan?: Yes — toggle the billing period above. Monthly is 60–70% more expensive than annual, which is by design: annual billing removes the temptation to cancel between tax seasons.

Start your free trial — no credit card, no commitment. If you like it, lock in the founding price before the first 50 spots are gone.