Choose your plan
Basic
For accounting professionals requiring minimal training & support.
Up to 2 clients
$83 / mo$1,000/yr billed annually
- Up to 2 clients ($42/client)
- Each additional client: +$25/month
- Basic onboarding
- One Zoom onboarding call
- Basic support
- Chat/email support
- Access to live monthly webinars
& partner resources
Recommended Plan
Standard
Our most popular plan for accounting professionals with enhanced onboarding, training & support.
Your firm & up to 5 clients
$166 / mo$1,990/yr billed annually
- Up to 5 clients ($33/client)
- Each additional client: +$25/month
- Standard onboarding + training
- One Zoom onboarding call
- One Zoom training session
- 90-day Success Program
- Account Manager
- Standard support
- Zoom/chat/email support
- Access to live monthly webinars
& partner resources
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CashFlowTool Certification included
Advanced
Our best plan with advanced onboarding, training & support and lowest cost per client.
Your firm & up to 25 clients
$333 / mo$4,000/yr billed annually
- Up to 25 clients ($13/client)
- Each additional client: Contact us
- Advanced onboarding + training
- One Zoom onboarding call
- Three Zoom training sessions
- 120-day Success Program
- Account Manager
- Advanced support
- Priority Zoom/chat/email support
- Access to live monthly webinars
& partner resources
CashFlowTool Certification included
Basic
For accounting professionals requiring minimal training & support.
Up to 2 clients
$100 / moBilled monthly
- Up to 2 clients ($50/client)
- Each additional client: +$25/month
- Basic onboarding
- One Zoom onboarding call
- Basic support
- Chat/email support
- Access to live monthly webinars
& partner resources
Recommended Plan
Standard
Our most popular plan for accounting professionals with enhanced onboarding, training & support.
Your firm & up to 5 clients
$199 / moBilled monthly
- Up to 5 clients ($40/client)
- Each additional client: +$25/month
- Standard onboarding + training
- One Zoom onboarding call
- One Zoom training session
- 90-day Success Program
- Account Manager
- Standard support
- Zoom/chat/email support
- Access to live monthly webinars
& partner resources
CashFlowTool Certification included
Advanced
Our best plan with advanced onboarding, training & support and lowest cost per client.
Your firm & up to 25 clients
$399 / moBilled monthly
- Up to 25 clients ($16/client)
- Each additional client: Contact us
- Advanced onboarding + training
- One Zoom onboarding call
- Three Zoom training sessions
- 120-day Success Program
- Account Manager
- Advanced support
- Priority Zoom/chat/email support
- Access to live monthly webinars
& partner resources
CashFlowTool Certification included
A client refers to one QuickBooks file (QuicksBooks Online, Desktop or Enterprise).