Steer the BooksACCOUNTING FIRMStart your Firm plan
$99.99 USD/mo
- ✓Audit workspace, documents, queries & comms
- ✓Unlimited client companies — flat price
- ✓Add asset management per client (Basic/Plus/Pro)
- ✓Volume discount: 10% at 3+ client subs, 20% at 11+
- ✓Audit protocols with per-client progress
- ✓Client document intake + PDF annotation
- ✓Bill your clients from the portal
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Steer the BooksRegister your firm
Firm · $99.99/mo — you will confirm payment on the next step.
The flat Firm plan covers the full portal without asset management. To create/edit a client's assets and run depreciation, add an asset tier for that client later from Firm Billing — Asset Basic $99.99 / Asset Plus $199.99 / Asset Pro $299.99 per client per month.
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