Starter
$49/mo
$490/year.
- 1 company file
- 25 W-9 requests/month
- QuickBooks import
- Automated reminders
- TIN and exception workflow
- Secure document storage
Pricing
Two months free.
Then monthly or annual.
Annual pricing gives you 12 months for the price of 10.
Popular
Pro
$99/mo
$990/year.
- 5 users and 5 company files
- 250 W-9 requests/month
- Everything in Starter
- Team roles and approvals
- 1099 export readiness
- Priority support
Firm
$249/mo
$2,490/year.
- Unlimited users and client files
- Unlimited W-9 requests
- Firm dashboard
- Admin analytics and audit trails
- Tax rules and support controls
- Dedicated onboarding