Simple Pricing Like everything else about us, our pricing is drop-dead simple.
Solopreneur Limited to solo user firms — all features included
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
Practice Manager Complete Practice Management, Including a Client Portal
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
Practice Manager +
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
Solopreneur Available only on annual billing
Limited to solo user firms — all features included
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
Practice Manager Complete Practice Management, Including a Client Portal
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
Practice Manager +
Practice Management
Workflow
Dashboards
Time tracking
Email sync
Client Portal
Mobile app
Assign clients tasks
Secure messaging
File sharing
QuickBooks Integration
Xero integration
All plans include World-class support
Training
Community
Detailed Plans Comparison Billing frequency
Solopreneur $49 user/mo billed annually
Practice Manager $59 user/mo billed annually
Practice Manager $79 user/mo billed annually
Solopreneur Available only on annual billing
Practice Manager $79 user/mo billed annually
Practice Manager $99 user/mo billed annually
Manage Workflow and Deadlines Manage client work (jobs)
Pin items for quick action
Collaborate on work with your team
Capture client meetings with notes
Built-in document management
Client Collaboration Links to Apps and Resources
Dashboards and Reporting Track Outstanding and completed work
Track Outstanding client requests
Email and Integrations Email integration with Microsoft 365
Email integration with Google Mail
Anchor integration for billing
Powerful AI-based Features Magic Workflow: Generate tasks for any workflow
Magic Messages: Auto-draft client messages
Magic Emails: Auto-draft email replies
Magic Client Tasks: Auto-draft client requests
Magic Books Review: AI-based Monthly end close review
Advanced Bookkeeping Workflows QuickBooks: Resolve Uncategorized transactions
QuickBooks: Books Review (Month-end close)
QuickBooks: Publish financials to clients
QuickBooks: W9 and 1099 Manager
Xero: Resolve Uncategorized transactions
Save Big With Client Hub Client Hub replaces a bunch of apps, from workflow management to client portal to transaction recategorization.
Client Hub
$49 - $99/month per user
Workflow: Karbon or JetPack or Financial Cents etc.
$49 - $99/month per user
Client portal: Liscio etc.
$50/month per user
Document management: ShareFile, Dropbox etc.
$15/month per user
QuickBooks uncategorized automation: Uncat
$5/month per client
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