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Professional
For solo practitioners getting started
2 Months Free
$1,190/yr
$1,428 / $119/mo.
$119/mo
1 user included Add 1 more at $95/mo
Max 2 users total
7-day free trial
What's included
  • 1 User (base seat)
  • All calculators (support, assets, tax impact)
  • Client-ready reports
  • Add team members anytime
Enterprise
Custom solutions for larger firms
Custom
Tailored pricing for your firm
5+ users
Multiple locations supported
White-glove setup
Everything in Professional Plus, plus
  • 5+ users
  • Multiple office locations
  • Advanced permissions & firm controls
  • Dedicated onboarding & support
  • Custom billing & invoicing
  • Optional CRM integrations
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