Founding Firms: the Growth plan for 365 days, no card
We are opening 5 Founding Firm spots. If your firm has more than 3 staff and up to 10, a Founding Firm spot gives you our Growth plan, normally $299 a year, as a 365-day trial with no card.
How it works
- Request a spot by email.
- We confirm that you are a real CPA firm with more than 3 staff and up to 10.
- We reserve one of the 5 spots for your account and tell you when it is ready.
- You sign in, choose the Growth plan on the pricing page, and the 365-day trial starts at checkout. We do not ask for a card.
What happens at day 365
The trial ends on its own at day 365 and your account moves to the Free plan (up to 3 staff). Nothing is charged. If your roster is above 3 staff then, you choose which 3 stay active; the rest are paused, never deleted, and restored instantly if you subscribe. We do not ask for a card, and billing management will not take one while the trial runs. To keep the Growth plan after day 365, you subscribe then.
What we would welcome
What we would welcome, and it is not a condition of the plan: an honest private note to us about the site. We never ask for a positive one.
Once the 5 spots are taken, they are gone.