Whether you're just getting started or need advanced features, we've got a plan that fits your needs.
Monthly
Annually
Centralised client data
Easy salary vs. dividend calculations
Real-time scenario planning with easy comparisons
Client Goals Tracking and Planner
Visually appealing, client-friendly reports
Client dashboard
Cloud-based access for real-time planning
Tax Computations
Accounting portal to manage clients, experts, and staff
Secure data storage and privacy compliance