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Best for solo bookkeepers and small firms getting organized.
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Best for growing firms that handle bookkeeping, payroll, and tax prep.
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Best for multi-location firms and firms managing high client volume.
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| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Clients | 25 | 100 | Unlimited |
| Bookkeeping & bank feeds | |||
| AI transaction categorization | |||
| Financial statements | |||
| Tax preparation workflows | |||
| Client portal & document exchange | |||
| Workflow task tracking | |||
| Payroll integration (placeholder) | |||
| Multi-entity accounting | |||
| Consolidated reporting | |||
| API access (placeholder) | |||
| White-label reports | |||
| Advanced permissions | |||
| Support | Priority | Dedicated |
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