Pricing
Every plan sees the complete TPP product. Higher-tier features stay visible with a lock until you're ready to grow into them.
Everything you need to run the fundamentals of your tax practice.
For smaller tax practices that need the core tools to manage clients, documents, tax engagements, tasks, and communication.
Everything you need to automate and grow your practice.
For growing tax practices that need workflow automation, scheduling, integrations, advanced client management, and greater practice efficiency.
Advanced control, automation, and management for established firms.
For established or larger firms that need advanced automation, administration, reporting, controls, integrations, and firm-wide capabilities.
Enterprise · 25+ users
Custom pricing, dedicated onboarding, and firm-wide controls for larger practices.
| Feature | Essentials | Professional | Firm |
|---|---|---|---|
| Core Practice Management | |||
| Dashboard | |||
| Clients | |||
| Tax Returns | |||
| Document Portal | |||
| Tasks & Workflow | |||
| Firm Files | |||
| Advanced Search & Filters | — | ||
| Workflow & Automation | |||
| Workflow Templates | — | ||
| Advanced Workflow Automation | — | ||
| Advanced Automation Rules | — | — | |
| Scheduling | |||
| Calendar | |||
| Advanced Appointment Scheduling | — | ||
| Client Portal | |||
| Client Portal | |||
| Basic Signature Requests | |||
| Advanced Client Portal | — | ||
| Advanced Organizers | — | ||
| Advanced E-Signature Workflows | — | ||
| Communications | |||
| Communications | |||
| Advanced Communications | — | ||
| Reporting & Analytics | |||
| Basic Reports | |||
| Advanced Reports | — | ||
| Advanced Dashboard Analytics | — | ||
| Firm-Wide Analytics | — | — | |
| Integrations | |||
| Integrations | — | ||
| Advanced Integrations | — | — | |
| Firm Administration | |||
| Firm Management | |||
| Advanced Permissions | — | — | |
| Advanced Audit Logs | — | — | |
| Advanced Security Controls | — | — | |
| Enterprise-Style Controls | — | — | |
| Mobile | |||
| Mobile Client Portal | |||
| Billing | |||
| Subscription & Billing | |||
Every new firm gets a 30-day free trial with full access to every feature above, regardless of the plan you eventually choose. See the Terms & Conditions for trial and billing details.
Every new firm gets 30 days of full access to the entire TPP product — every feature on this page, regardless of which plan you eventually choose. No credit card is required to start, and you pick a plan (or downgrade features) before the trial ends.
TPP is priced per staff seat, per month. Add or remove seats any time from Firm Management — Subscription & Billing, and your bill adjusts to match your team.
Nothing breaks. Higher-tier features stay visible with a lock icon instead of disappearing, so your team always knows what's available — upgrading unlocks them immediately, with no data migration or re-setup.
Yes — upgrade or downgrade at any time from Firm Management. Upgrades take effect immediately; downgrades take effect at the end of your current billing period.