Tax advisor plans: Solo, Team and Agency
What the tax advisor family adds to the business workspace, and how many tax clients each plan allows.
The tax advisor plans are the full business workspace plus one thing: the Taxes module, for managing other people's tax affairs rather than only your own.
Everything else — accounting, invoicing, CRM, projects, inbox, AI Studio — is the same as the business plans of the equivalent size.
The three plans
- Solo — 5 employees, 30 tax clients, 25 GB of storage.
- Team — 20 employees, 100 tax clients, 50 GB.
- Agency — 50 employees, 250 tax clients, 100 GB.
Every plan starts with a 30-day trial. Prices are on the tax advisor pricing page.
What the Taxes module adds
- Overview — where every client stands and what is due.
- Clients — your tax clients, each with their own record.
- Tax returns — the filings in progress and the ones completed.
- Country profiles — the rules that apply per country, so a client is handled under the right ones.
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