One Price per Firm. Unlimited Clients.
Unlimited Firm Users. 14-Day Money Back Guarantee.
Most Popular
The Smart Workspace
Full Access for Your Entire Firm
$50
/mo
2 Months Free!
- Unlimited Firm Users
-
5,000 Credits / Mo What counts as a credit?
- 30GB File Transfer / Mo
- Bring Your Own Agent (BYOA) Access
- Pre-Built Intake & Analyze Tools
- Data Portability Rights
Only 1 Left in Q4
Done-For-You Setup
Immediate Value Generation
Starting at
$2,500
Includes grandfathered $50/mo platform access
- Custom Firm Templates: We map your exact workflows into reusable templates so you get immediate value.
- Year-End Tax Priority: Currently prioritizing and accelerating year-end tax planning use cases.
- Custom Extraction Rules: Data extraction pipelines specifically tailored to your firm's unique workflow challenges.
- Milestone Protected: 50% upfront, 50% upon delivery.
| Features | Smart Ecosystem |
|---|---|
| Monthly Price | $50 |
| Annual Price |
$500/yr
|
| Access & Limits | |
| Firm Users | Unlimited |
| Credits / Month | 5,000 Credits |
| Customer Success 1:1 Sessions | - |
| Insights Engine | |
| Paystub Extraction | |
| Social Security (SSA) | |
| Investment Statements | |
| Brokerage 1099 Standardizer | |
| Fund Tax Center | |
| CFP® CE Self-Study | Coming Soon |
| Financial Planning Builder | |
| Data Freedom | |
| Standard CSV / Excel / JSON | |
Need to convince management?
Use our interactive ROI calculator to generate a custom business case PDF showing exactly how many billable hours your firm will save.
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