Tax Season Ready is $5,500 install, one time, plus $697/month. Practice OS is $6,900 install, one time, plus $1,497/month. CPA Growth System is $10,500 install, one time, plus $1,597/month, with a free 10-day SEO boost. Database Rescue is a separate $1,000 install plus $199/month. The install fee covers a managed build configured for your firm, not software your team sets up alone.
The four price points
| Plan | One-time | Monthly | What it is |
|---|---|---|---|
| Database Rescue | $1,000 install | $199 | Import and clean the firm's existing client database, classification and tagging, 3 reactivation campaigns, and ongoing list hygiene, monthly reactivation, and reporting. Delivered in 7 business days. |
| Tax Season Ready | $5,500 install | $697 | 16 automations, already proven in live tax offices, including a client portal with secure document upload and an AI assistant inside the portal that guides clients through the process. |
| Practice OS | $6,900 install | $1,497 | 26 automations, already proven in live tax offices, including everything in Tax Season Ready plus AI voice agent, document OCR and auto-classification, engagement letter automation with e-signature, morning partner brief, tax software auto-fill integration, and priority support. |
| CPA Growth System | $10,500 install | $1,597 | Everything in Practice OS plus a premium custom website design and build, the Pro Reputation Engine, and a free 10-day SEO boost where we run it and show you your search rankings move before you commit. |
What the install fee actually covers
The install fee is not a license fee. It pays for the managed installation: the platform is deployed into a dedicated environment, branded to your firm, and configured around how your returns actually move. Managed installation targets 30 days. The 30-day clock starts when the firm has provided required access, content, approvals, and phone registration inputs, and payment has cleared. Every install includes 14 days of post-launch support after go-live. Ongoing support after that is part of the monthly plan. The process is laid out in how the managed launch works.
What changes between the monthly tiers
Tax Season Ready provides the core automation install: a client portal with secure document upload, automated document collection and checklists, missed call text back, appointment confirmation and reminders, and pipeline setup.
Practice OS adds an AI voice agent, document OCR and auto-classification, engagement letter automation with e-signature, a morning partner brief, tax software auto-fill integration, and priority support.
CPA Growth System adds a premium custom website design and build, the Pro Reputation Engine, and a free 10-day SEO boost where we run it and show you your search rankings move before you commit on top of everything in Practice OS.
Two ways to lower the cost
- Start with Database Rescue. It is a $1,000 install plus $199/month. The monthly plan keeps the list clean, runs a monthly reactivation campaign, and reports who came back. The full $1,000 is credited toward any plan purchased within 30 days of Database Rescue delivery.
- Commit to a year. This applies to Tax Season Ready or Practice OS only. Tax Season Ready: install drops to $2,000 and you save $3,500, $10,364 for the year. Practice OS: install drops to $2,500 and you save $4,400, $20,464 for the year. Database Rescue and CPA Growth System have no annual option.
Exact inclusions per plan are on the pricing page. If you are weighing this against a seasonal hire instead, read hiring admin staff vs automation.