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Price
Published entry price$55per user / month
Published entry price$50+per user / month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Client Portal Software
Tax Practice Management
Product
Client collaboration app for accounting firms with secure messaging and document sharing.
Practice management platform for accounting and tax firms with workflows, client portal, e-signature, and secure document exchange.
Headquarters
Independence, Ohio
Norfolk, Virginia
Company size
51-200 employees
201-500 employees
Plan
Published entry price
Published entry price
Published rate
$55 / user / month
$50+ / user / month
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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Client Portal Software
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