Essentials · core manual workflow
What you get with Essentials.
Essentials is the base plan for every retained client. It covers the hands-on cash-basis path from uploaded bank data to reviewed workpapers without requiring AI.
Essentials bank-to-workpaper workflow
- Organize: clients, tax years, activities and financial accounts; track statement receipt separately from imported transactions.
- Import: upload bank or card spreadsheets, map columns, preview rows and review possible duplicates.
- Categorize: use pre-built libraries, firm rules or manual choices. AI is optional and never required.
- Map: maintain a chart of accounts and map accounts to tax destinations.
- Review and export: resolve exceptions, inspect Schedule C-ready workpaper totals and drill down to the source transactions.
Essentials: $25/month or $215.88/year ($17.99/month equivalent), including 25 retained clients. Additional capacity is $1 per client/month, billed monthly. Verified firms can request $49/month for up to 100 clients; it is not an automatic price cap.
Work together within one firm
Unlimited named staff, basic permissions and private professional notes are included with Essentials. Assign clients or permit all-client access. The business-client portal and client-facing transaction clarification belong to Standard.