Simple, transparent pricing
Start free for 14 days. No credit card required. Cancel anytime.
Monthly
Yearly
Solo practitioners and small firms
Growth
$79
/mo
+ $59 one-time setup
Up to 5 preparers
50 referrals/month
1 landing page
Tier 1 Rewards Library
Commission tracking
Email support
Growing firms scaling operations
Scale
$129
/mo
+ $99 one-time setup
Up to 15 preparers
200 referrals/month
3 landing pages
Tier 1 + 2 Rewards
Custom commission tiers
Priority support + API
Large firms with complex needs
Enterprise
$299
/mo
+ $199 one-time setup
Unlimited preparers
Unlimited referrals
Unlimited landing pages
Full Rewards Library
Dedicated account manager
SLA + Phone support
Compare all features
See exactly what's included in each plan
Growth
$79/mo
Scale
$129/mo
Enterprise
$299/mo
Usage & Capacity
Preparers
5
15
Unlimited
Referrals per Month
50
200
Unlimited
Landing Pages
1
3
Unlimited
Client Records
500
2,000
Unlimited
Referral Management
Referral Pipeline (Kanban)
Unique Referral Links
QR Code Generation
UTM Tracking
Multi-Location Tracking
Commission & Payouts
Commission Tracking
Custom Commission Tiers
Batch Payout Processing
Direct Deposit Integration
Multi-Level Approval Workflows
Rewards Library
Vacation Getaways
Tier 1
Tier 1 + 2
All Tiers
Dining Certificates
Basic
Premium
Premium+
Travel & Dining Pass
Custom Reward Upload
Quick answers for you
Start with any plan free for 14 days. No credit card required. You'll have full access to all features in your chosen plan. If you decide not to continue, simply cancel before the trial ends—no charges.
Yes! Upgrades take effect immediately and you'll only pay the prorated difference. Downgrades take effect at the end of your current billing cycle. You can change plans anytime from your account settings.
We accept all major credit cards (Visa, MasterCard, American Express) and ACH bank transfers for annual plans. Enterprise customers can also pay by invoice.
Yes, there's a one-time setup fee that covers onboarding, account configuration, and initial training. Growth: $59, Scale: $99, Enterprise: $199. The setup fee is waived for annual plans.
We'll never cut off your referrals mid-month. If you consistently exceed your limit, we'll reach out to discuss upgrading to a plan that better fits your needs. No surprise charges.
Yes! Annual plans save you 2 months (about 17% off). Plus, the setup fee is waived for all annual subscriptions.
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