✨ Special launch pricing - secure your rate today
Perfect for new tax professionals getting started
For established tax pros ready to scale their practice
Includes: Everything in Basic
For multi-location firms and white-label solutions
Includes: Everything in Plus
Messages over the character limit auto-split; each extra ~160 (or ~70) characters uses +1 credit.
| Feature | Basic | Plus | Pro | Add-ons |
|---|---|---|---|---|
| COMMUNICATION & OUTREACH | ||||
| 2-Way Texting | ✅ | ✅ | ✅ | — |
| Email & Broadcasts | ✅ | ✅ | ✅ | — |
| WhatsApp Integration | ✅ | ✅ | ✅ | — |
| Campaigns | ✅ | ✅ | ✅ | — |
| Lead Capture Forms | — | ✅ | ✅ | — |
| AI Campaign Drafts (EN/ES) | — | — | ✅ | ✅ |
| AI Smart Replies & Tone Adjuster | — | — | ✅ | ✅ |
| AI Auto subject-line variants | — | — | ✅ | ✅ |
| INBOX & MESSAGING | ||||
| Unified Inbox | ✅ | ✅ | ✅ | — |
| Team Chat | — | ✅ | ✅ | — |
| AI Summaries of contact history | — | — | ✅ | ✅ |
| CONTACT & CLIENT MANAGEMENT | ||||
| Contact Management | ✅ | ✅ | ✅ | — |
| Contact Import/Export | ✅ | ✅ | ✅ | — |
| Client Portal | ✅ | ✅ | ✅ | — |
| Multi-Location Support | — | — | ✅ | — |
| AI Lead Qualification & Routing | — | — | ✅ | ✅ |
| AI Data Cleanup | — | — | ✅ | ✅ |
| LANGUAGE & ACCESSIBILITY | ||||
| Bilingual Support | ✅ | ✅ | ✅ | — |
| Translation System | ✅ | ✅ | ✅ | — |
| Mobile Friendly | ✅ | ✅ | ✅ | — |
| TASK & WORKFLOW MANAGEMENT | ||||
| Task Management System | ✅ | ✅ | ✅ | — |
| Basic Workflows | ✅ | ✅ | ✅ | — |
| Workflow Builder | — | ✅ | ✅ | — |
| Custom Workflows | — | ✅ | ✅ | — |
| Advanced Workflows | — | — | ✅ | — |
| AI Task Generation from client messages | — | — | ✅ | ✅ |
| SCHEDULING & BOOKINGS | ||||
| Basic Appointment Bookings | ✅ | ✅ | ✅ | — |
| Appointment Bookings | — | ✅ | ✅ | — |
| DOCUMENT MANAGEMENT | ||||
| Document Request System | ✅ | ✅ | ✅ | — |
| Document Storage | ✅ | ✅ | ✅ | — |
| File Conversion (PDF to Excel) | — | ✅ | ✅ | — |
| E-Signatures | — | — | ✅ | — |
| AI Document Classification | — | — | ✅ | ✅ |
| PAYMENTS & BILLING | ||||
| Pay Links | ✅ | ✅ | ✅ | — |
| Portal Payments | ✅ | ✅ | ✅ | — |
| Payment Tracking | — | ✅ | ✅ | — |
| Invoices (Plus+) | — | — | ✅ | — |
| SUPPORT & HELP | ||||
| Help Desk System | ✅ | ✅ | ✅ | — |
| QR Code Generator | — | — | ✅ | — |
| USER MANAGEMENT & PERMISSIONS | ||||
| Basic Permission Management | ✅ | ✅ | ✅ | — |
| Custom Permission Management | — | ✅ | ✅ | — |
| Settings & Configuration | ✅ | ✅ | ✅ | — |
| SECURITY & COMPLIANCE | ||||
| Secure Logins | ✅ | ✅ | ✅ | — |
| End-to-End Encryption | ✅ | ✅ | ✅ | — |
| 2FA Authentication | ✅ | ✅ | ✅ | — |
| Audit Logs | ✅ | ✅ | ✅ | — |
| Data Isolation | ✅ | ✅ | ✅ | — |
| Compliance Ready | ✅ | ✅ | ✅ | — |
| BRANDING & CUSTOMIZATION | ||||
| Co-Branding | — | — | ✅ | — |
| Custom Website | — | — | — | ✅ |
| INTEGRATION & API | ||||
| API Access | — | — | ✅ | — |
| AI INSIGHTS & ANALYTICS | ||||
| AI Insights & Forecasting | — | — | ✅ | ✅ |