Explore the guided plan builder →
Start with the work you want to do. Your plan gives you the foundation; extras add specific capabilities when you need them.
Can I keep Free and buy just one tool?
Yes, in this working model. Choose “I just need a specific tool,” select the tool, and keep Free as your foundation. The catalog’s standalone custom forms option is Forms Plus. Phone bundles include both a number and calling minutes. The production checkout must confirm eligibility and setup requirements.
Do tax preparers count as dashboard users?
Tax Office Plus includes unlimited tax software preparers and 2 TAAX dashboard users. Only people who need the TAAX workspace count toward dashboard access.
Will I be charged for tools already included?
Included tools are removed from the list of paid extras. For example, Office Team and Tax Office Plus already include basic e-signatures.
Can I add extras later?
Yes. You can start with the plan on its own and add capabilities as your office grows.
This is a working pricing concept. Your choices are saved to this local review server and carried into a demo account; no real payment is created.
