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Common questions

Frequently Asked Questions

01 How quickly can we get started?

Most firms are up and running within 48 hours. We provide onboarding support, training materials, and integration assistance to ensure a smooth launch.

02 Do you offer custom enterprise plans?

Yes. We offer tailored enterprise plans with custom SLAs, dedicated infrastructure, on-prem deployment options, SSO, advanced reporting, and dedicated success managers. Reach out via the form above and we'll scope a plan that fits your firm.

03 What integrations do you support?

We integrate with all major tax prep software (CCH Axcess, ProSystem fx, UltraTax, Lacerte, Drake), document management systems, and accounting platforms. Custom integrations are available on Pro and Enterprise plans.

04 Is there a free trial available?

Yes — every plan includes a 14-day free trial. No credit card required to get started, and you can cancel anytime. Setup takes about 30 minutes and includes a guided onboarding session with our team.