Software Packages
Simple Pricing.Built To Scale With You.
Your all-in-one, white-labeled CRM built by Andrea for tax pros who want to run their practice
like a business — not a filing cabinet.
For Hands-On Preparers
Starter
$97/Month
Perfect for tax pros ready to run their own system with expert help on call.
- Full Onboarding Included
- 3x 30-Minute Support Calls / Month
- Unlimited Contacts
- Unlimited Users
- CRM & Pipeline Management
- Funnel & Website Builder
- Email & SMS Marketing
- Calendar & Appointment Booking
- Workflow Automations
- Reputation Management
- Mobile App Access
Subscribe
MOST POPULAR
For Growing Practices
Unlimited
$297/Month
Built for tax pros who'd rather hand it off and stay focused on clients.
- Everything in Starter, plus…
- Done-For-You Setup & Management
- Unlimited Email Support Requests
- 4x 1-Hour Strategy Calls / Month
- Advanced Automations & Workflows
- Membership & Course Builder
- Social Media Planner
- Invoicing & Payments
- User / Agent Reporting
- Rebill Phone & Email (No Markup)
- Basic API Access
Subscribe