Choose the automation product solving your biggest bottleneck today, connect the full platform when you are ready, or build a plan around multiple offices and higher-volume operations.
No invented bundles or one-size-fits-all limits. We scope the right starting point around the way your firm operates.
Choose the package that addresses the most expensive bottleneck in your practice.
Connect preparation to the client journey, growth and front desk, advisory, notices, and practice operations.
Configure the platform around multiple locations, larger teams, shared services, and firm-wide control.
Pricing can reflect supported return workflows, volume, tax software, and implementation needs.
Pricing can reflect client volume, configured stages, document workflows, and selected connections.
Pricing can reflect enabled channels, interaction volume, front-desk configuration, and integrations.
Pricing can reflect selected planning and notice modules, client volume, users, and workflow configuration.
We use a short workflow review to understand the scope and avoid charging your firm for capabilities it does not need.
Which core packages and supporting workflows your firm wants to deploy.
Return volume, client volume, team size, offices, and expected interactions.
Tax software, CRM, communication, scheduling, payment, and document systems.
Configuration, data needs, training, change management, and ongoing support.
| Capability | Focused package | Complete Practice | Multi-office |
|---|---|---|---|
| One selected core package | Included | Included | Included |
| All four core packages | Optional | Included | Included |
| Connected client and workflow context | By scope | Included | Included |
| Multi-office structure and reporting | — | Optional | Included |
| Custom implementation plan | Included | Included | Included |
| Supported integrations | By scope | By scope | By scope |
Yes. Your firm can start with Tax Preparation Automation—or any one core package—and add the rest of Complete Practice when ready.
The required packages, volume, users, offices, integrations, and implementation scope can vary substantially between tax practices. A scoped quote prevents misleading assumptions.
We can discuss a focused starting workflow and an implementation path designed to demonstrate operational value before broader expansion.
Supported integrations are scoped according to the packages and systems your firm uses. Availability and implementation effort can vary.
Multi-office planning can include office and team structure, role-based access, shared-service workflows, firm-wide reporting, and implementation support.
Your plan can expand as you add workflows, packages, users, offices, volume, or supported integrations.
Share the products, tax software, volume, team structure, and workflow you want to improve. We’ll prepare a tailored conversation without forcing you into an oversized bundle.