| Pricing model | Per firm, flat monthly price by team size; every feature on every plan | Per user per month; Team, Business and Enterprise tiers | Per user per month, billed annually; paid add-ons and usage credits | Per seat per year, billed upfront; 1-, 2- or 3-year terms |
| Starting price | $299/mo for up to 5 users ($2,990/yr annually) | $59/user/mo paid annually, or $79/user/mo monthly | $74/user/mo billed annually (Standard) | $800/seat/yr (Essentials, 1-year term); multi-user firms from $1,000/seat/yr on Pro |
| Client portal | Yes — expiring links, no client account or password | Yes — tasks and document sharing | Yes — with secure messaging and a client app | Yes — client accounts, secure chat and client apps |
| Auto-matching documents | Yes — OCR reads each upload, identifies the document type and links it to the matching checklist item | Not stated on its pricing page | Document management, plus a usage-based “Smart Client Intake & Delivery” add-on | Not verified |
| E-signatures | No | Yes — sold as credit bundles | Yes — included in Standard | Yes — unlimited |
| Integrations / API | No | Yes — e.g. QuickBooks Online Accountant, Xero, Microsoft 365; API | Yes — e.g. QuickBooks Online, IRS Transfer, tax software; client-data API | Partial — e.g. QuickBooks Online, Stripe; public API not verified |