Choose your pricing plan

Monthly Annually

Basic

$199/month

Features included:

  • FAQ
  • Automated reminders
  • Digital Questionnaire
  • Smart Onboarding
  • Tax return status updates

Standard

$349/month

All in Starter, plus:

  • Document Uploads
  • Question type
  • Appointment scheduling
  • Smart Onboarding
  • Tax return status updates

* All monthly pricing subject to change.

**The initial debit transaction is scheduled to take place after the completion of the 30-day trial period