| Pricing & fees |
| Price per user, monthly |
From $35.99One published price per plan; 5% less on annual |
Essential $82.99 / $54.99 / $49.99for 1 / 2 / 3+ users; Business $87.99 (1 user), $59.99 (2 users) |
| Microsoft connection fee |
$0, included in every plan |
$5/user/month |
| Extra storage |
$0.60 per GB |
$0.75 per GB |
| Top plan with unlimited RAM |
Total Practice, $109.99Unlimited RAM, 100 GB NVMe per user |
Unlimited, $150 |
| Setup and migration |
Setup fee waived; free guided migrationOn a cutover date you choose |
Free migration |
| Annual discount |
5% |
Up to 10% |
| Resources & workspace |
| Storage per user |
10–100 GB NVMe |
5 / 10 / 20 GB80 GB on Unlimited |
| Drive type |
NVMe from the Professional plan ($45.99) |
SSD; NVMe on Custom and Unlimited plans |
| Private Dedicated server |
Private dedicated server on every plan |
Shared Serversdedicated server available on request |
| Busy-season users |
Add users for tax season, scale back after, no penalty |
Resource upgrades on requestusers reported heavy upselling later on |
| Workspace |
Complete cloud workspaceUsers, apps and policies managed in one place |
Remote desktop (RDP) access |
| Ways to connect |
Browser, RDP and Mac on every planCitrix on top plans |
RDP; Mac and mobile on Business |
| Software |
| QuickBooks Desktop |
All editions, including legacy versions |
QuickBooks Desktop supported |
| Tax and accounting apps |
Drake, ATX, Lacerte, ProSeries, UltraTax CS, CCH, TaxWise, TaxSlayer Pro, Sage, Fishbowl and more |
Major tax and accounting apps supported |
| Software licenses |
Bring your own, or we supply and manage QuickBooks and Microsoft 365 licenses |
QuickBooks and Microsoft 365 licenses available |
| Backups & continuity |
| Backup retention |
Up to 120 days, stored in 3 locations |
30 days (Essential); 45 days (Business) |
| High availability and disaster recovery |
High-availability infrastructure; disaster recovery on top plans |
Disaster recovery plan on Business |
| Your own off-site backup |
Not requiredWe keep three copies for you |
Customer keeps an independent off-site backup |
| Uptime |
99.99% |
99.99% |
| Support |
| 24/7 support |
Engineers 24/7, holidays includedResponse within 60 seconds from experts |
Response targets from 1 business hour |
| Support |
| Dedicated 3-Way Support |
work together with your application providersassistance when complex app issues arise |
Not Applicable |
| Contract & risk |
| Free trial |
15 days, no credit card |
7 days |
| Cancelling |
30 days' notice, any time, no feeMid-term on annual plans too |
60 days' notice after the first 90 daysEarly-termination fee applies |
| Your data after cancelling |
Handed over freeKept 30 days |
Copy available for a feeDeleted after 30 days |