One plan for individual CPAs, three for firms — every firm tier has the identical feature set (Roster, Calendar, Map, CPE Hours, Practice Privilege Check). The only difference between firm tiers is how many staff it covers; nothing is held back on a cheaper plan.
$39/year
Your own CPE-hour tracking and Practice Privilege Check. Checkout for this tier isn't live yet.
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$199/year
Up to 5 staff.
$349/year
Up to 15 staff.
$500/year
Up to 25 staff.
Contact us — no formula, we'll work out what fits.
Every firm account starts with a free 30-day pilot, no card required. "Start free pilot" above begins that trial if you don't already have a firm account; if you're already signed in, it goes straight to checkout for that tier, same as the dashboard's own upgrade panel.
See exactly how we verify every deadline, or read the full firm-tier breakdown.