Questions before you begin.
Do I have to use AI?
No. Core workflows support manual review and firm-controlled rules. Optional AI and BYOK are separate choices.
Can Essentials and Standard clients coexist?
Yes. The firm has an Essentials base, and selected clients can be Standard-enabled individually.
What happens when a client returns to Essentials?
The change takes effect at period end. Historical data and completed work are preserved.
Are branded widgets and websites free?
Unbranded or sponsored widgets are free for distribution on every plan. Branded-widget licenses and Website Builder are optional paid services. Promotional widget/website credits are not offered at launch. Exact optional-service prices are shown after paid login and accepted before activation.
Does CatSimba pay quarterly estimates for clients?
The application organizes calculation, review, communication and payment tracking. Tax payment remittance is not represented here as a live CatSimba capability.
Are 1099 filing credits included?
No launch migration filing credits are offered. 1099 filing is available as a separately charged service. Exact rates appear after paid login and must be accepted before filing.
What is the difference between the Client Portal, Widget and Website Builder?
Website Builder provides a complete site for a business client that needs one. It is an optional paid service, separate from the Standard client portal and business-client widget.
Does getting started require AI, a bank connection or QuickBooks?
Nothing here requires AI, a bank connection, or a QuickBooks subscription to get started. Upload a supported bank spreadsheet, use pre-built libraries or manual categorization, and review the workpaper.
Can White Label start with one Standard client?
White Label is available from the first Standard client. Annual enrollment can begin with zero Standard clients; all active Standard clients are covered automatically. Essentials clients remain on their Essentials access.
When can I start charging for vendor-compliance work?
You can define and bill a vendor-compliance service when the relevant workflow is available and ready for your firm. What you charge is up to you; no claim is made about how quickly other firms begin billing.
When do billing and the guarantee start?
Anticipated launch: November 15, 2026. Prepay now to secure your purchased base rate for 12 months from activation. Your subscription term and 30-day satisfaction guarantee begin when usable access is provided. Cancel before activation for a full refund of unused prepayment; if launch is delayed, we will notify you and offer that refund.
Do archived clients count?
Yes. Active, inactive and archived retained records count toward capacity. Archiving changes visibility, not billing. Purchased slots can be reused after permanent removal; a capacity reduction takes effect at renewal.
What happens if I cancel?
Access continues to the end of your paid term. You then have 90 days of read-only access and export, with advance deletion notices. Cancel before activation for a full refund of unused prepayment.
Is there an automatic $49 price cap?
No. Verified firms can request the separate $49/month offer for up to 100 retained clients. Ordinary Essentials pricing is shown when it is cheaper.
Can my team use Essentials?
Unlimited named staff within one firm have included basic roles and assigned-client or all-client access. Business clients use the Standard portal; staff accounts are not client accounts.