For individuals
Free foreverAI categorization, CPA connection, tax estimates, and goals — no subscription required. Always free for personal use.
Choose your tier
Four tiers, one platform
Applies to both CPA and RIA plans. Scroll for the full feature comparison.
5 clients
- Everything in Free
- Onboarding Flow
- Review Queue + Analytics
- 14-day free trial
25 clients
- Everything in Starter
- Campaigns & Recipient Picker
- Co-Manage & Bulk Review
- Priority support
- 14-day free trial
Unlimited clients
- Everything in Growth
- White Label & Firm Branding
- Team Seat Management
- Scheduler
- Dedicated support
Compare all plans
Every feature, every tier — for CPA firms and RIA advisory practices. No surprises.
Common questions
Can I change plans at any time?
Yes. Upgrades take effect immediately and are prorated. Downgrades apply at the end of your billing cycle.
Is there a free trial?
Starter and Growth plans include a 14-day free trial with no credit card required. Free is always free.
What payment methods are accepted?
We accept all major credit and debit cards via Stripe. ACH bank transfer is available for Firm plans.
What happens if I exceed my client limit?
You'll be prompted to upgrade before new clients can be added. Existing clients and data are never affected.