Tailored Pricing for Your Firm.

Ready to chat now? Call us at (855) 616-7305 for more information.

Manage Your Clients, Streamline Your Firm.

Client Management

$

0

/yr

Billed Yearly

Schedule a Demo

CRM & Client Portal

  • Calendar & Email Sync
  • Bulk Email
  • Client Requests
  • Automated Client Reminders
  • Engagement Letters
  • eSignature & KBA
  • Client Organizer
  • Custom Branded Client Portal
  • Client Portal Mobile App
  • Practitioner Mobile App
  • Contacts API

Document Management

  • Folder Templates
  • Unlimited Cloud Storage
  • File Migration
  • Print & Scan to Canopy
  • Secure File Exchange
  • File Versioning (Coming Soon)
  • eSignature Templates (Coming Soon)
  • Merge, Split, Rotate PDFs (Coming Soon)
  • Annotations (Coming Soon)
  • File Editing (Coming Soon)

Time & Billing

  • Invoicing
  • Time Tracking
  • Recurring Invoices
  • Work-In-Progress Billing (Coming Soon)

Payments

  • ACH Payments
  • Credit Card Payments
  • Automated Payments
  • Recurring Payments
  • Payment Method Storage
  • PCI Compliant

Practice Management

Start Using Practice Management Free for Up to 20 Contacts.

Sign Up

Firm Management (Add-On to Client Management)

Standard Starting at

$

2,400

/yr

for up to 4 users

Schedule a Demo

Workflow

  • Tasks
  • Time on Tasks
  • Task Dashboard
  • Task Templates
  • Client Requests Templates
  • Letter Templates

Resource Management

  • Staff Time Reports
  • CSV Report Exporting
  • Project Time Budgets
  • Project Realization

Provide Post Filing
Peace of Mind.

Starting at

$

600

/yr

per user

Schedule a Demo

Notices

  • Notices Dashboard
  • Notices Library
  • Step-By-Step Task Lists
  • Letter Templates
  • Automatic Letter Generator
  • Document Editor

Transcripts

  • Fast IRS Transcript Retrieval
  • Easy-To-Read Reports
  • Google Chrome Extension

Penalty Abatement

  • First Time Abatement
  • Trust Fund Recovery
  • Reasonable Cause
  • Forms and Templates

More

  • Liens and Levies
  • Innocent Spouse
  • Smart Eligibility Guides

PRACTICE MANAGEMENT

Save 33% on Tax Resolution when You Purchase Practice Management.

Add On
Collection Cases $0

*Number of cases per year

Features

  • Client Survey
  • IRS Letter Templates
  • Form Auto-Population
  • Analytics Tool
  • IRS Call Guides