Flexible pricing
that fits you
Starter
For small practices and solo accountants getting started with compliance automation.
- Rule engine (all 4 rule types)
- Client management & CRM
- Kanban task & pipeline boards
- Compliance calendar sync
- 2 service verticals
- 2 team member seats
- Standard email support
Growth
For growing firms managing multiple clients across various accounting verticals.
- Unlimited service verticals
- Unified inbox (Gmail + Outlook)
- Automated SMS client text alerts
- Client portal with secure login
- AI draft column for client mail
- Up to 8 team member seats
- Priority email & chat support
Scale
For established practices with heavy client throughput and multiple team branches.
- Advanced analytics & reports
- Custom compliance rules & formulas
- Multi-firm access & consolidation
- Unlimited team member seats
- NSBC firm admin dashboard
- Dedicated onboarding & migration
- SLA-backed 24/7 priority support
Estimate your firm’s monthly savings
See how automating Washington compliance and practice workflows pays for itself immediately.
Compare all features & capabilities
Everything transparently documented across all 3 tiers so you can choose with confidence.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Practice Capacity & Team | |||
| Active Clients Included | Up to 25 | Up to 100 | Unlimited |
| Team Member Seats | 2 seats | 8 seats | Unlimited |
| Service Verticals | 2 verticals | Unlimited | Unlimited |
| Document Vault Storage | 5 GB | 25 GB | 100 GB |
| Washington Compliance Rule Engine | |||
| Fixed-Date Rules (Annual reports, tax returns) | ✓ | ✓ | ✓ |
| Monthly Repeating Rules (B&O tax, payroll) | ✓ | ✓ | ✓ |
| Quarterly Rules (Form 941, WA ESD, L&I) | ✓ | ✓ | ✓ |
| Period-End Offset Rules (Fiscal year + N months) | ✓ | ✓ | ✓ |
| Custom Formula & Trigger Engine | — | — | ✓ |
| Client Portal & Communications | |||
| Client Portal with Scoped Login | — | ✓ | ✓ |
| 2-Way Email Sync (Gmail & Outlook) | — | ✓ | ✓ |
| Automated Client Text (SMS) Alerts | — | ✓ | ✓ |
| AI Email Draft Assistant | — | ✓ | ✓ |
| Security, Architecture & Support | |||
| Strict Firm & Client Data Privacy Isolation | ✓ | ✓ | ✓ |
| Immutable Audit Logging | ✓ | ✓ | ✓ |
| Role-Based Access Control (RBAC) | Owner + Accountant | Full RBAC | Full RBAC |
| Support Channel | Standard Email | Priority Email & Chat | 24/7 SLA Priority |
What’s included in every plan
Frequently asked questions
Do you offer a free trial?
Yes — all plans come with a 14-day free trial. No credit card required. You get full access to all features on the plan you choose so you can test real practice workflows.
Can I change plans or add seats later?
Yes. You can upgrade or downgrade at any time from your firm settings. Upgrades take effect immediately; downgrades apply at the start of your next billing cycle.
What counts as an active client?
A client is any active entity in your client list (individual, LLC, C-Corp, S-Corp, Trust, etc.). Archived or closed client files do not count toward your limit.
Is our firm’s client data strictly isolated?
Yes. All data is isolated with strict database-level security policies. Every record is scoped to your firm workspace, eliminating cross-firm data leaks by design.
How does annual billing work?
Annual billing gives you an immediate 17% discount compared to monthly billing. You are billed once per year and can adjust your plan at any time.
What happens when our firm exceeds our client limit?
You’ll receive an in-app notice and an option to upgrade. Your existing client files, documents, and rules remain completely accessible — you simply upgrade when you are ready to onboard more clients.