One place for your firm
and your clients.

Messages, documents, tax workflows, and useful AI summaries. Bring your team; give every client a place to connect.

$19 / month + $5 per active staff member

Owners count as staff. Client portal accounts are included.

1. Confirm your work email.
2. Create your firm workspace and password.
3. Secure your sign-in with an authenticator app.
4. Activate your membership through secure Stripe checkout.