Start with a 14-day free trial. No credit card required.
For solo advisors and small offices getting started.
For growing teams that need room to scale.
For multi-office firms running their whole operation.
Every plan includes one product. Add any other for $79/month each — same team, same contacts, one bill across all of them.
Cases, USCIS form autofill, client intake, quotations.
Returns, W-2 / 1099 collection, deadlines, client portal.
Inventory, receiving, shipments, public tracking.
Most common combo: immigration + taxes in one office. Add taxes to any plan for just $79/month.
The 14-day free trial includes full access to all features of your chosen plan. No credit card required.
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately.
After your trial ends, you'll be prompted to enter payment information. Your data is always safe and accessible.
Yes, we offer a 30-day money-back guarantee for all annual plans.
No setup fees, no hidden costs. The price you see is what you pay.