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Free 14-day trial
We recommend a free 14-day trial of our complete unlimited Professional Plan. Access all tax strategies, and resources, create as many tax plans as you want, and test-drive all of our features.
Professional: $600 p/m
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Our solution for established accounting firms that need to streamline operations, increase profitability and prepare to scale.
White Glove Consulting
Custom Pricing
Our solution for you and your entire team so everyone can access the same suite of tools and best practices to get your clients the best return on their investment. This plan provides customized tax planning coaching with one of our top tax strategists
Attorney-approved tax strategies
Client Savings View
A robust client portal
Task management for clients and staff
“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”
— Jeremy Stark
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