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Prices, services, what's included — scannable in two minutes. Want the deep dive with screenshots? See the full platform tour.
End-to-end return management with a 12-stage pipeline, AI document extraction, digital organizer, and client-facing Tax Tracker
14-stage case pipeline for OIC, installment agreements, penalty abatement, and more. Includes IRS transcript analysis, Form 2848 tracking, and payment plan management
CROA-compliant dispute tracking with AI-generated dispute letters, per-round billing, bureau response monitoring, and score improvement projections
Monthly bookkeeping with auto-categorization, reconciliation, tax-ready book closes, and AI anomaly detection
LLC, S-Corp, and C-Corp formation with state filing tracking, EIN applications, and operating agreement generation
Streamline W-7 applications with document checklists, status tracking, and seamless handoff to Tax Prep once the ITIN is issued
In-person scheduling and full Remote Online Notarization (RON) with video, KBA identity verification, and tamper-evident digital seals
Statutory agent services with compliance calendar, automatic renewal reminders, and mail digitization for your business clients
AI-powered proactive tax planning with personalized strategy recommendations, quarterly check-ins, and client-ready branded reports.
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