Start with the package that fits your stage, then build a cleaner client journey with onboarding, routing, and delivery systems that stay organized as you grow.
PACKAGES
Choose a monthly membership based on transcript capacity, tax tool engagement capacity, and lead access inside the network. When a taxpayer converts to a paying client through the platform intake flow, a 12% professional platform fee is applied before the case is assigned.
Entry network membership for firms beginning with recurring monitoring and lighter monthly usage.
For active firms serving multiple taxpayers each month and needing stronger network visibility and capacity.
For firms with heavier taxpayer volume, higher transcript demand, and broader staff usage each month.
COMPARISON
Compare transcript capacity, tax tool token access, and member visibility across each tier.
| FEATURES | STARTER | PRO | ADVANCED |
|---|---|---|---|
| Monthly transcript tokens | 30 | 100 | 250 |
| Monthly tax tool game tokens | 30 | 120 | 300 |
| Access to taxpayer service pool | |||
| Featured network listing | — | ||
| Priority taxpayer pool access | — | ||
| Top-tier network promotion | — | — | |
| Early access to taxpayer cases | — | — |
Choose the plan that fits your practice and start using the tools, automation, and network features designed to support calmer launches and cleaner client operations.
Become a member • Deliver calmly • Repeat