Plans & Pricing
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Premium$109
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Standard$89
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Basic$49
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SoloFree
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| Max Number of Users ? | Unlimited | Unlimited | 5 | 1 |
| Number of Cases ? | Unlimited | Unlimited | Unlimited | 5 per month |
| Federal Forms ? |  |
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| State Forms ? | |
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| Offer in Compromise Planner ? | |
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| Tax Resolution Interview ? | |
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| Internal Revenue Manual? | |
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| IRS Resources & Publications? | |
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| Engagement Letter? | |
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| Activity/Audit Trail? | |
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| Email Notification Service? | |
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| Task Management ? | |
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| Calendar & Event Management ? | |
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| Email Template ? | |
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| Custom Forms & Letters? | |
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| Lead Source Management ? | |
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| Role Management? | |
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Limited | |
| Reporting ? | |
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Limited | Limited |
| Billing & Invoicing ? | |
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| Payment Gateway Integration? | |
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| Automated Recurring Billing? | |
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| Import Leads via Excel? | |
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| Document Repository? | Up to 10GB | Up to 2GB | ||
| Integrated Fax Service ? | 3¢ per page | 5¢ per page | 9¢ per page | |
| Import Leads via HTTP ? | |
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| Workflow & Rule Engine? | |
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| Call Center Integration ? | |
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| Document eSign Integration? | |
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| Multiple office/Affiliate ? | Affiliates: $49 per user Minimum 10 users in main office |
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| Branding/White Label? | $299 per Month | |||
| Customization? | |
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| Support ? | Premium Online/Phone | Online/Phone | Online Only | Online Only |
