Choose the plan that’s right for you
50 entities
Recommended Tier: Starter
From $92/mo
Plans that scale with your firm
Compare plans |
||||
|---|---|---|---|---|
|
|
||||
|
Entities
|
||||
Available Entities  Business entities available per year (individuals are free and not included) |
||||
| Available Entities Business entities available per year (individuals are free and not included) |
50 | 250 | 750 | 1500 |
| Cost per additional 50 entities (per month) | ||||
| Cost per additional 50 entities (per month) | $100 | $90 | $65 | $45 |
| Open workpapers per entity (per month) | ||||
| Open workpapers per entity (per month) | Unlimited | Unlimited | Unlimited | Unlimited |
|
Users
|
||||
| User accounts | ||||
| User accounts | Unlimited | Unlimited | Unlimited | Unlimited |
|
Workpapers
|
||||
| Workpaper dashboard | ||||
| Workpaper dashboard | ||||
| Workpaper progress insight chart | ||||
| Workpaper progress insight chart | ||||
| Workpaper certification | ||||
| Workpaper certification | ||||
| Multiple preparers | ||||
| Multiple preparers | ||||
| Multiple reviewers | ||||
| Multiple reviewers | ||||
| Multiple approvers | ||||
| Multiple approvers | ||||
| Private workpapers | ||||
| Private workpapers | ||||
| Export workpaper on completion | ||||
| Export workpaper on completion | ||||
| Configure workpaper export | ||||
| Configure workpaper export | ||||
|
Worksheets
|
||||
| Review controls | ||||
| Review controls | ||||
| Default reconciliation worksheets | ||||
| Default reconciliation worksheets | ||||
| Inter-entity reconciliation worksheets (coming soon) | ||||
| Inter-entity reconciliation worksheets (coming soon) | ||||
| Generic worksheets | ||||
| Generic worksheets | ||||
| Calculation worksheets | ||||
| Calculation worksheets | ||||
| Internal comments | ||||
| Internal comments | ||||
| Client queries | ||||
| Client queries | ||||
| Checklists | ||||
| Checklists | ||||
| Journals | ||||
| Journals | ||||
| File attaching | ||||
| File attaching | ||||
| History of events | ||||
| History of events | ||||
|
Exclude The ability to exclude a worksheet, allowing the workpaper to progress without requiring the worksheet to be completed. |
||||
| Exclude The ability to exclude a worksheet, allowing the workpaper to progress without requiring the worksheet to be completed. |
||||
| Assigning users to worksheets | ||||
| Assigning users to worksheets | ||||
| Quick descriptions | ||||
| Quick descriptions | ||||
|
Journals
|
||||
| Draft journals | ||||
| Draft journals | ||||
|
Post journals If there is a ledger/accounting system connected the journal will be posted and the trial balance will automatically be updated to reflect the changes. If the workpaper is manual it will update the trial balance internally. |
||||
| Post journals If there is a ledger/accounting system connected the journal will be posted and the trial balance will automatically be updated to reflect the changes. If the workpaper is manual it will update the trial balance internally. |
||||
| Void journals | ||||
| Void journals | ||||
| Edited posted journals | ||||
| Edited posted journals | ||||
|
Tax rates Note: This currently only available for entities connected to a ledger/accounting system. |
||||
| Tax rates Note: This currently only available for entities connected to a ledger/accounting system. |
||||
|
Support
|
||||
| Email support | ||||
| Email support | Standard | Standard | Priority | Priority |