Every plan includes the assistant, unlimited transactions and one tax jurisdiction. What changes is how many accounts you connect, who else can work in it, and how much filing support you get.
| Feature | Solo | Business | Firm |
|---|---|---|---|
| Connected bank and card accounts | 1 | 10 | Unlimited |
| Businesses under one login | 1 | 1 | 10 |
| The assistant | Included | Included | Included |
| Receipt matching | ✓ | ✓ | ✓ |
| Invoices, reminders and chasing | ✓ | ✓ | ✓ |
| Bookkeeper seat | — | 1 included | Unlimited |
| Budgets and overspend alerts | — | ✓ | ✓ |
| Return filed from the app | Prepared only | ✓ | ✓ |
| Tax jurisdictions | 1 | 1 | Multiple |
| Migration from another tool | Self-serve | Assisted | Assisted |
| Audit export | — | — | ✓ |
| Support | Priority | Named contact |
Fourteen days, no card, your real history imported. If it hasn't found something you missed, don't pay us.
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