Import your entire client database in one click — whichever tax software you use. AI document review, e-signatures, client portal, and reconciliation. No competitor does this.
Platform features
Every feature was designed around the real workflows of accounting professionals — not software forced into a tax context.
Every document your client uploads is instantly analyzed, categorized, and cross-referenced. Missing items flagged before you even ask.
Import your entire client database in one click from Drake, Lacerte, UltraTax CS, or ProSeries. No manual entry, no duplicate records — whichever platform you use.
Send engagement letters and get them signed — no DocuSign, no extra cost. Legally binding with full audit trail.
Clients access documents, pay invoices, and message your team from a branded portal. Magic link login — no passwords.
Import bank and GL transactions, auto-match with AI, reconcile accounts. The only practice management tool that does this.
Define your tax season workflow once. Run it for every client in one click. Hundreds of tasks created automatically.
How we compare
TaxDome and Canopy are good products with real strengths. Here's where each platform wins — including where they beat us.
Pricing
Per user, per month. 60-day free trial. No credit card required.
For solo practitioners and small firms
For growing firms that need more power
For established firms with advanced needs
All plans include unlimited clients, document storage, and full platform access. No hidden fees.
Security & compliance
Start your free 60-day trial — no credit card, no commitment, full access to every feature.