Bronze
CA$975 /per year
For firms just getting started with digital tax intake.
Choose BronzeFrom $975/year
Pricing
Four annual plans designed to scale with your firm. Every plan includes unlimited internal users. Beyond the included form count, CA$4 per additional form.
Silver
CA$1,395 /per year
The most popular plan for growing firms.
Choose SilverGold
CA$1,795 /per year
For established firms handling a higher volume of files.
Choose GoldPlatinum
CA$2,395 /per year
For large firms that need uncapped volume.
Choose PlatinumPlan comparison
| Feature | Bronze CA$975 | Silver CA$1,395 | Gold CA$1,795 | Platinum CA$2,395 |
|---|---|---|---|---|
| Complete tax intake form | ||||
| Branded with your firm’s colors | ||||
| Client form management dashboard | ||||
| Hosted securely in Canada | ||||
| Bilingual form (French and English) | ||||
| Custom form URL | ||||
| Included forms per year | 100 | 250 | 500 | Unlimited |
| Secure document transfer spaces (Convoflo) | ||||
| Total storage | 100 GB | 250 GB | 500 GB | 1 TB |
| Internal team users | Unlimited | Unlimited | Unlimited | Unlimited |
| monday.com integration |
* CA$4 per additional form beyond your included quota. One family unit = 1 form + 1 transfer space.