Start today. The first 14 days are free.
You sign up yourself: an email arrives to confirm and you enter the portal. During the trial you see every screen and analyze up to 3 bank statements to see the reports we deliver. No card to start.
During the trial, the documents for your clients appear on screen with a "TRIAL" stamp and are not sent to them.
Solo
For whoever keeps the books of a single business, or starts with one client
$99per month
- 1 user
- Unlimited clients in the portal: signatures, WISP, emails, reminders and tools
- Bank statement analysis for 1 client per tax year (all its accounts, up to 4, all 12 months)
- That client's yearly reports: Schedule C, P&L, by period and more
- Your logo on the documents
Pro
The most completeFor the preparer and the firm
$169per month
- Up to 5 users: you and 4 staff, with role permissions
- Bank statement analysis for all your clients
- Everything in Solo
- Your logo on the documents and birthday greetings in your firm's name
Change whenever you want: go from Solo to Pro from "Plan and billing" in your portal.
Secure payment with Stripe. You manage your subscription from "Plan and billing".