Comprehensive Practice Management Platform for Accountants and Tax Professionals
Essential tools for scaling your business efficiently and effectively
Lite
$40/month/user paid annually
Great for firms who want to track the progress and ROI of each task.
- Internal Collaboration
- Secure Client Messaging
- Dedicated Client Portals
- Tasks, Workflows, Project Management
- CRM
- Integrated Billing & Collection
Plus
$70/month/user paid annually
Perfect for firms looking for faster results and increased efficiency.
Everything in Lite, and:
- Email Integration
- E-Signatures
- Document and File Storage
- Time Tracking
- Secure Document Sharing
- Automatic Backup
Yoda Most Popular
$100/month/user paid annually
Perfect for firms looking for a complete transformation of their business.
Everything in Plus, and:
- Engagement Letters and Proposals
- Digital Organizers
- Q://
- Tax Software Integration
- Clarify & Books Review
- Calendars
- Campaigns
- Productivity Analytics
- Secure Vault.
- Surveys
- SMS