Access best practices
from 1000s of small firms
(save 20%)
Engage
$76/mo
When you’re ready to
increase margins & stop
giving away time.
increase margins & stop
giving away time.
MOST POPULAR
Advise
$180/mo
When you need a proven
process to deliver client
advisory work.
Growth
$316/mo
When you want the
fastest possible results
with expert help.
Quick-Start Onboarding Call
Client Services Calculator
Our software asks the client simple (no-tax-jargon) questions about their life & business to automatically match their needs with one of your service packages.
Magic Client Pricing Link
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Dynamic Fee Schedule
Intelligent pricing engine that recommends a specific price for tax, accounting, payroll, and advisory services based on the specific needs of the client.
Automated Pricing Triggers and Bumps
Automatically increase the price of certain services based on the client’s scenario. Rental properties, number of employees, number of bank or credit card accounts in QuickBooks – all these customizations can be accounted for in your pricing.
Interactive Client Roadmaps
Generate high-converting proposal roadmaps designed to visually show clients how working with you will accomplish their goals. Give clients up to three options to choose from.
Smart Package Creator
Create a custom package in seconds for any client need. Business and Personal Tax Prep, Tax Planning, Accounting, Payroll, Tax Resolution, Advisory work – you can do it all.
Automated Onboarding Dashboard
Secure “no-login needed” dashboard for clients to complete their assigned onboarding tasks – make payments, upload & e-Sign documents, answer questions, and see the status of their onboarding.
Pre-built Onboarding Checklists
Ready to use checklists customized for each client service package. Tax Prep, Accounting, Payroll, Advisory, and all the specific items you’ll need from the client.
E-Signatures & Payments
Automatically gather e-signatures for your client onboarding documents. Securely collect one-off or auto-recurring credit or ACH payments. Merchant accounts are managed through CPACharge.
Custom Branding
Fully customize the look and feel of your client-facing tools with your logo and colors. Stand out from the competition with beautiful, modern design.
Email & Chat Support
Get the help you need when you need it.
Scope Enforcer
Eliminate scope creep for any engagement. Show clients what’s included in their engagement and what’s not. Easily add on new paid services if the client needs them.
Client Advisory Blueprint for Business & Individual Clients
Use a proven step-by-step method to help clients reduce taxes, improve cash flow, and neutralize threats. The simple approach makes advisory work manageable for any tax pro.
Client Advisory Worksheets, Templates, Checklists, & Scripts
Everything you need to implement Client Advisory services without creating it from scratch.
1-Page Client Analysis Reports
Give clients simple, easy to understand reports that show them their Key Success Numbers, what they mean, and how to improve them.
On-Demand Strategic Advisory Training
Learn how to structure your Client Advisory work through video lessons and digestible training modules.
Strategic Advisory Certification
Get Certified in Client Advisory Services and have the confidence to help clients with year-round planning.
Expert 1-Hr Onboarding (help pricing your first client group)
Get help from our pricing experts to price your first clients through the system and see immediate revenue.
Access to Live Monthly Group Calls
Help with questions, listen to what’s working for other like-minded firms, and get fast support when you need it.
1 Client Pricing or Advisory Strategy Ticket per month
Submit a client scenario you need help with or just get a second opinion.
Plug-n-Play WISP Template
Get an expertly drafted Writen Information Securtiy Plan for your firm. Use this template and security analysis so you can ensure your advisory client process is compliant and secure.
Up to 5 User Seats Included
Includes up to 5 seats for the Engage Pricing Software.
Engage
$76/mo
When you’re ready to
increase margins & stop
giving away time
increase margins & stop
giving away time
Quick-Start Onboarding Call
Client Services Calculator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Magic Client Pricing Link
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Dynamic Fee Schedule
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Scope Enforcer
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Pricing Triggers and Bumps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Interactive Client Roadmaps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Smart Package Creator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Onboarding Dashboard
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Pre-built Onboarding Checklists
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
E-Signatures & Payments
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Custom Branding
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Email & Chat Support
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Blueprint for Business & Individual Clients
Use a proven step-by-step method to help clients reduce taxes, improve cash flow, and neutralize threats. The simple approach makes advisory work manageable for any tax pro.
Strategic Advisory Worksheets, Templates, Checklists, & Scripts
Everything you need to implement Client Advisory services without creating it from scratch.
1-Page Client Analysis Reports
Give clients simple, easy to understand reports that show them their Key Success Numbers, what they mean, and how to improve them.
On-Demand Strategic Advisory Training
Learn how to structure your Client Advisory work through video lessons and digestible training modules.
Strategic Advisory Certification
Get Certified in Client Advisory Services and have the confidence to help clients with year-round planning.
Expert 1-Hr Onboarding (help pricing your first client group)
Get help from our pricing experts to price your first clients through the system and see immediate revenue.
Access to Live Monthly Group Calls
Help with questions, listen to what’s working for other like-minded firms, and get fast support when you need it.
1 Client Pricing or Advisory Strategy Ticket per month
Submit a client scenario you need help with or just get a second opinion.
Plug-n-Play WISP Template
Get an expertly drafted Writen Information Securtiy Plan for your firm. Use this template and security analysis so you can ensure your advisory client process is compliant and secure.
Up to 5 User Seats Included
Includes up to 5 seats for the Engage Pricing Software.
MOST POPULAR
Advise
$180/mo
When you need a proven
process to deliver client
advisory work.
process to deliver client
advisory work.
Quick-Start Onboarding Call
Client Services Calculator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Magic Client Pricing Link
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Dynamic Fee Schedule
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Scope Enforcer
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Pricing Triggers and Bumps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Interactive Client Roadmaps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Smart Package Creator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Onboarding Dashboard
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Pre-built Onboarding Checklists
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
E-Signatures & Payments
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Custom Branding
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Email & Chat Support
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Blueprint for Business & Individual Clients
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Worksheets,
Templates, Checklists, & Scripts
Templates, Checklists, & Scripts
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
1-Page Client Analysis Reports
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
On-Demand Strategic Advisory Training
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Certification
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Expert 1-Hr Onboarding (help pricing your first client group)
Get help from our pricing experts to price your first clients through the system and see immediate revenue.
Access to Live Monthly Group Calls
Help with questions, listen to what’s working for other like-minded firms, and get fast support when you need it.
1 Client Pricing or Advisory Strategy Ticket per month
Submit a client scenario you need help with or just get a second opinion.
Plug-n-Play WISP Template
Get an expertly drafted Writen Information Securtiy Plan for your firm. Use this template and security analysis so you can ensure your advisory client process is compliant and secure.
Up to 5 User Seats Included
Includes up to 5 seats for the Engage Pricing Software.
Growth
$316/mo
When you want the fastest
possible results with expert
help.
possible results with expert
help.
Quick-Start Onboarding Call
Client Services Calculator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Magic Client Pricing Link
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Dynamic Fee Schedule
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Scope Enforcer
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Pricing Triggers and Bumps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Interactive Client Roadmaps
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Smart Package Creator
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Automated Onboarding Dashboard
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Pre-built Onboarding Checklists
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
E-Signatures & Payments
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Custom Branding
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Email & Chat Support
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Blueprint for Business & Individual Clients
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Worksheets, Templates, Checklists, & Scripts
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
1-Page Client Analysis Reports
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
On-Demand Strategic Advisory Training
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Strategic Advisory Certification
Email or Text a client a link to find out what services they need as part of their engagement and dynamically displays up-to three pricing options based on your fee schedule.
Expert 1-Hr Onboarding (help pricing your first client group)
Get help from our pricing experts to price your first clients through the system and see immediate revenue.
Access to Live Monthly Group Calls
Help with questions, listen to what’s working for other like-minded firms, and get fast support when you need it.
1 Client Pricing or Advisory Strategy Ticket per month
Submit a client scenario you need help with or just get a second opinion.
Plug-n-Play WISP Template
Get an expertly drafted Writen Information Securtiy Plan for your firm. Use this template and security analysis so you can ensure your advisory client process is compliant and secure.
Up to 5 User Seats Included
Includes up to 5 seats for the Engage Pricing Software.
PRICING ADD-ON
Want help showing clients why they
should work with you?
Digital Marketing Makeover
Attract ideal advisory clients with a custom website and brand collateral.
$2,495
Custom Website
- Copywriting, Design, & Technical Setup completely done-for-you
- Completely mobile responsive
- Built to attract ideal clients, increase conversions, and promote your services the right way
Custom Client Guide
- Copywriting, Design, & Optimized for Web done for-you (PDF)
- Built to “pre-sell” your ideal clients before you ever meet with them
Custom Package Flyers
- Copywriting, Design, & Optimized for Web done for-you (PDFs)
- Built to show clients why they should work with you over anyone else
- Increase referrals in your chosen niche
Accelerate (Book a Meeting)
Custom support for firms ready to scale their Client Advisory revenue.
From $4,800
1-on-1 Implementation Support
Need help pricing a client scenario or creating a custom package? Get live phone & zoom support when you need to.
Need help pricing a client scenario or creating a custom package? Get live phone & zoom support when you need to.
Dedicated Implementation Coach
Work with an expert that knows your firm inside and out. Get tailored advice for exactly how to increase your revenue, optimize your workflow, and build the practice you’ve always wanted.
Work with an expert that knows your firm inside and out. Get tailored advice for exactly how to increase your revenue, optimize your workflow, and build the practice you’ve always wanted.
Expert strategy sessions & mentoring
Have dedicated time each week to focus on your Top 3 priorities and never feel like you’re stuck.
Have dedicated time each week to focus on your Top 3 priorities and never feel like you’re stuck.
Custom Marketing & Growth recommendations
Get answers for the best way to market and grow your revenue based on your own unique goals for your firm and the specific types of clients you want to work with.
Get answers for the best way to market and grow your revenue based on your own unique goals for your firm and the specific types of clients you want to work with.
FAQ
How many users can I have in my account?
Your account includes one user. You can add additional users to any plan for $40/month per user.
How much can my margins increase by using Engage™ ?
The average optimized fee collected from non-business owner clients is $89/month. This is an increase of 256% compared to the average tax prep fee of approximately $300 per year.
The average optimized fee for business clients is $399/month. An increase of 584% compared to the average tax prep fee of approximately $700 per year.
What you charge is up to you, but firms that use the Engage process can see significant increases in revenue and profit.
I’m busy, how long does it take to set up?
All the setup is done for you! In 5 minutes you can:
- Input your revenue goals
- Review the recommended pricing and packages
- Send your Magic Client Link to a client or build your own package, and onboard them!
What if I need help?
We have you covered. There are two options for support:
- Email and Chat Support – included with all plans. Mon-Fri 9:00 am – 5:00 pm Pacific Time.
- Phone and Video Support – included in the Accelerate plan.
- Need help to price a unique client scenario?
Don’t know how to approach increasing fees with a long-term client?
Want to know the best way to set up tax season engagements?
Upgrade to the Accelerate plan and get expert recommendations + 1-on-1 support from a dedicated implementation specialist.
Do I have to use your merchant services?
No. There are two ways of collecting client fees through the Engage™ platform:
- You can use the digital Payment Authorization form to collect client payment details.
Or automate payment collection with online Credit Card payments or ACH collection, through our integrated payments Partner CPACharge.
Join the top firms across the US getting paid what they’re worth and attracting better clients.
Get started for free. No credit card required.