Solo
CA$150 /per year
For sole practitioners.
Choose SoloFrom $150/year
Pricing
Five annual plans designed to scale with your firm, from sole practitioners to large firms. Beyond the included form count, a per-form rate applies depending on your plan.
Bronze
CA$795 /per year
For firms just getting started with digital tax intake.
Choose BronzeSilver
CA$1,295 /per year
The most popular plan for growing firms.
Choose SilverGold
CA$1,695 /per year
For established firms handling a higher volume of files.
Choose GoldPlatinum
CA$2,495 /per year
For large firms that need uncapped volume.
Choose PlatinumPlan comparison
| Feature | Solo CA$150 | Bronze CA$795 | Silver CA$1,295 | Gold CA$1,695 | Platinum CA$2,495 |
|---|---|---|---|---|---|
| Internal team users | 1 | Unlimited | Unlimited | Unlimited | Unlimited |
| Complete tax intake form | |||||
| Client form management dashboard | |||||
| Hosted securely in Canada | |||||
| Bilingual form (French and English) | |||||
| Custom form URL | |||||
| Branded with your firm’s colors | |||||
| Customizable form questions | |||||
| Included forms per year | 0 | 100 | 250 | 500 | Unlimited |
| Cost per additional form | CA$5 | CA$5 | CA$4 | CA$3 | — |
| Guided document collection, securely saved | +CA$150/yr | +CA$200/yr | +CA$275/yr | +CA$325/yr | +CA$450/yr |
| Convoflo integration | +CA$125/yr | +CA$125/yr | +CA$125/yr | +CA$125/yr | |
| monday.com integration |
Amounts prefixed with “+” are optional add-ons billed yearly. Beyond your included quota, each additional form is billed at your plan’s rate. A whole family (parent(s) and dependent children) counts as a single form.