# Pricing for your whole firm

Pay for the people who do the work. Each preparer gets a seat. Individual returns come with the seat, as many as you file. Business returns, books and forms are priced by the job. Want to see it first? [Try the platform](/try?for=tax) with a sample client.

## What you pay for
Your firm has one license. Each preparer takes a seat. Each business, trust or estate return has a set price. Each client whose books you keep has a monthly price. Each 1099 or W-2 has a set price. So does each court accounting. A CPA who also plans can add an Advisory seat.

## The whole office comes with each seat
Each seat comes with the CRM, the client portal and app, e-sign, billing and workflows. Calls, texts, emails and meetings land in one record on their own. Client papers are read for you. Your records are kept and easy to find. Office staff get their own admin sign-in. Clients get their own sign-in too.

## AI use is part of the price
AI use is in your plan, up to a set amount each month for the whole firm. Every seat shares it. You get a note when the firm gets close. Your firm chooses if AI use past that amount goes on. If you say no, AI work stops until the next month. Use you do not need does not carry over.

## Preparer seat

One seat for each person who prepares returns.

- Form 1040 with every schedule, for all 50 states and DC too.
- Individual returns come with the seat, as many as you file.
- The season queue, organizers and client uploads.
- Form 8879 e-sign and e-file, with the IRS answer.
- IRS access forms and transcripts.

[Talk with us](/contact)

## Business returns

A set price for each return.

- Forms 1120, 1120-S and 1065.
- K-1s that flow to each owner's return.
- State business returns, pass-through entity tax and group returns.
- Business e-file.

[Talk with us](/contact)

## Trust and estate returns

A set price for each return.

- Form 1041, with a K-1 for each heir.
- State trust income tax returns.
- Estate and gift tax returns, Forms 706 and 709.

[Talk with us](/contact)

## Bookkeeping

A monthly price for each client whose books you keep.

- Bank and card feeds, sorted by your rules, with a list to check.
- Journal entries, bank recs and a monthly close.
- Trial balance, balance sheet and income statement.
- QuickBooks import of the chart, balances and transactions.
- The trial balance carries into the business return.

[Talk with us](/contact)

## Informational filings

A set price for each form.

- Every kind of 1099, plus the 1096, W-2 and W-3.
- Built from the books or from data you bring in.
- Copies to each person through the portal.
- E-filed with the IRS and the states that ask for it.

[Talk with us](/contact)

## State fiduciary reporting

Court accountings, with a set price for each filing.

- Inventories and accounts in the state's own format, built from the books.
- Virginia first, the way each Commissioner of Accounts wants it.
- Ready to sign under oath and file.
- A copy for each heir.

[Talk with us](/contact)

## Advisory

A planning seat for CPAs who also plan.

- The same planning wealth advisors use.
- Plans tested on thousands of paths, Social Security, Roth moves and estate tax.
- On the same license as your returns.
- Priced like a wealth planning seat.

[Talk with us](/contact)

## Your first month has no seat charge
Use your first month as a trial. For that month, you pay no seat or license charges. Usage and outside charges still count from day one. A person on our team sets up the month with you after you talk with us. Bring a few real clients and see how fast the work goes.

## Outside charges pass through
Some things cost money outside the platform. Card fees, mailed letters and text fees are a few. They pass through at cost and show on your bill. Your own Microsoft 365, Zoom or DocuSign stays under your own deal with them.

## See it before you buy
Open a sample client now, with no sign-in. See the return, the books and the filings in one place. Then put in your work email to try the live workspace. [Try the platform](/try?for=tax), or [talk with us](/contact) about your firm's price.