No. All plans are month-to-month. You stay because the system works, not because a contract holds you. You can cancel anytime with thirty days' notice.

Full white-glove onboarding: a discovery call to map your current document-request workflow, integration with whatever practice management, email, or CRM setup you already use, reminder sequences configured and written in your firm's voice, and training for your team. You're ready to go live in under two weeks.

Certainly. You can upgrade or downgrade as your firm's needs change. We adjust the billing on the next cycle with no penalty. The system is built to flex with you.

Yes — this runs as an overlay on top of whatever you already use for client communication and document tracking. You don't switch platforms, and your team doesn't have to learn a new one. During the discovery call, we map your current setup and find the cleanest integration point for your firm specifically.

Every plan includes email support with a one-business-day response time — no tiers, no queue to wait in, just a real commitment we can actually keep.

The system escalates automatically. Email reminders repeat on a set cadence, and Core+SMS/Complete plans add text escalation. If a deadline is still at risk, your team gets flagged before it becomes a problem.

No. Clients don't log into anything — they just send documents back to your firm the way they always have, by email or however you already collect them. Your team marks each item received in the dashboard when it arrives. The dashboard itself is for your firm's internal use, not a client-facing portal.

Yes. Data is encrypted in transit and at rest, and we only connect to the tax platforms you authorize. We don't sell or share client data.

Neither. Each plan is one flat monthly rate per firm, no matter how many clients or team members you have. No per-seat fees, no surprise overage charges.

You can cancel anytime with thirty days' notice, same as switching plans. There's no long-term contract locking you in.