Simple Pricing

Like everything else about us, our pricing is drop-dead simple.
No set up fees. No minimum terms. No gimmicks.
Annual Billing
Monthly Billing

Solopreneur

$49
single user
per month
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
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

Practice Manager

$59
per firm user
per month
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
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

Practice Manager

$79
per firm user
per month
+ QuickBooks and Xero Integrations
Practice Management
  • Workflow
  • Dashboards
  • Time tracking
  • Email sync
Client Portal
  • Mobile app
  • Assign clients tasks
  • Secure messaging
  • File sharing
QuickBooks Integration
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

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
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

Practice Manager

$79
per firm user
per month
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
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

Practice Manager

$99
per firm user
per month
+ QuickBooks and Xero Integrations
Practice Management
  • Workflow
  • Dashboards
  • Time tracking
  • Email sync
Client Portal
  • Mobile app
  • Assign clients tasks
  • Secure messaging
  • File sharing
QuickBooks Integration
  • Resolve uncategorized transactions
  • Month-end close
  • Financial reports
  • 1099 Manager
Xero integration
  • Resolve uncategorized transactions

All plans include

  • Unlimited clients
  • Unlimited storage
  • Unmatched AI-based features
  • World-class support
  • Training
  • Community
Get a Demo
or

Detailed Plans Comparison

Billing frequency

Annual Billing
Monthly Billing

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)

Manage recurring jobs

Pin items for quick action

Collaborate on work with your team

Capture client meetings with notes

Built-in document management

Client Collaboration

Mobile app

Assign clients tasks

Secure messaging

Secure document sharing

Links to Apps and Resources

Dashboards and Reporting

Track Outstanding and completed work

Track Outstanding client requests

Track time on jobs

Track time versus budget

Email and Integrations

Email integration with Microsoft 365

Email integration with Google Mail

Anchor integration for billing

Zapier integration

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.
Our all-in-one solution reduces the cost (not to mention complexity) of bundling together a comparable “tech stack”.
Client Hub
$49 - $99/month per user
  • Complete Workflow Management
  • Client Portal
  • Document Management
  • With lots of AI built-in
VS
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

Ready to Build a Calm, Profitable Firm with Smarter Accounting Practice Management?

Book a Demo
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