Concierge
Onboarding
Options

Silver $199
Gold $799
Platinum $1,599
Import client list
Import client contact details
Set up workspace defaults
Up to 10 folders
(no subfolders)
Up to 25 folders
(no subfolders)
Up to 25 folders
(+1 level of subfolders)
Add job templates from the
current workflow solution
Up to 20 templates
Kick-off meeting - prepare
for set-up
Workflow workshop
(60 minutes)
Team training session
(90 minutes)
Add on for $199
1 Team Training Session
2 Team Training Sessions
Connect Meeting(s) (per year)
2 Connect Meeting(s)
4 Connect Meeting(s)
VIP support (via Get Help Link)
Annual Renewal* (VIP support
and connect meetings)
$299
$499
Effective 11/15/2024 - fees and service levels are subject to change - contact your sales rep for additional details.
*Annual renewal can be canceled anytime before the renewal date.
Note: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.
Terms of ServicePrivacy PolicyData Security