Starter
Core Features:
25 Active clients
Tax Resolution Financials
IRS Standards Autofills
Generate Forms for Individuals
Client Collaboration Portal
Auto-generate Form Addendums
Basic
All starter features,plus:
50 Active clients
Generate Forms for Businesses
Documents Requests from clients
Client Documents Uploads(10 Files/Client)
Personalized company logo on the Client portal
Professional
All Basic features,plus:
150 Active clients
Unlimited Client Documents Uploads
Personalized company logo on the Client portal
Custom Client Portal Colors
Enterprise
All Professional features,plus:
Advanced Document Workflow
Custom Portal Domain
e-Signature Integration
CRM Integration
Fax IRS Forms
Payment Gateway Integration
Text Messaging Integration
| Features | Starter | Basic | Professional | Enterprise |
|---|---|---|---|---|
| Number of Active Clients | 25 | 50 | 150 | 300+ |
| Tax Resolution Financials | |
|
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| IRS Standards Autofills | |
|
|
|
| Generate Forms for Individuals | |
|
|
|
| Generate Forms for Businesses | |
|
|
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| Auto-generate Form Addendums | |
|
|
|
| Client Collaboration Portal | |
|
|
|
| Client Documents | ||||
| Documents Requests |  |
|
|
|
| Client Documents Uploads | |
10 files/client | Unlimited | Unlimited |
| Advanced Document Workflow | |
|
|
|
| Branding | ||||
| Your Logo on Client Portal | |
|
|
|
| Custom Client Portal Colors | |
|
|
|
| Custom Portal Domain | |
|
|
|
| Integration | ||||
| eSignature Integration | |
|
|
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| CRM Integration | |
|
|
|
| Fax IRS Forms | |
|
|
|
| Payment Gateway Integration | |
|
|
|
| Text Messaging Integration | |
|
|
|
| Additional Active Clients Packs | ||||
| 25 Clients | |
$6.00 | $7.00 | |
| 50 Clients | |
$12.00 | $14.00 | |
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