Questions before you begin.
Do I have to use AI?
No. Core workflows support manual review and firm-controlled rules. Optional AI and BYOK are separate choices.
Can Essentials and Standard clients coexist?
Yes. The firm has an Essentials base, and selected clients can be Standard-enabled individually.
What happens when a client returns to Essentials?
The change takes effect at period end. Historical data and completed work are preserved.
Are branded widgets and websites free?
Every paying subscriber receives a one-time 12-month bonus allowance, fixed when the first paid subscription begins: 4 slots on Essentials Starter or 10 slots on Essentials Practice. One branded widget license uses one slot; one Website Builder site uses three. Standard upgrades and later plan changes do not increase or restart the allowance. Additional branded-widget licenses are $5 per month. Additional Website Builder sites are $15 per month at the launch exchange rate of three slots per site. Unbranded or sponsored widgets remain free and unlimited on every plan. All bonus items share the original grant date and expiry date. Redeeming an item later does not restart its clock. Unused slots expire after 12 months and do not become cash or credit. Before the bonus ends, choose whether to renew paid widget licenses at $5/month or sites at $15/month; a license expires at the end of its paid term unless renewed.
Does CatSimba pay quarterly estimates for clients?
The application organizes calculation, review, communication and payment tracking. Tax payment remittance is not represented here as a live CatSimba capability.
Are any 1099 e-filings included with Standard?
When federal filing is available, each eligible new client migrating an existing vendor/1099 workflow may receive up to five complimentary federal 1099-NEC and/or 1099-MISC e-filings in that client’s first CatSimba filing season if Standard is active at filing. Additional forms, later seasons and other services may incur charges.
What is the difference between the Client Portal, Widget and Website Builder?
The Standard Client Portal connects your firm with your own client. The Widget serves that business’s own customers and vendors on its existing website. Website Builder provides a full site for a business that needs one, drawing from the same bonus slot pool.
Does getting started require AI, a bank connection or QuickBooks?
Nothing here requires AI, a bank connection, or a QuickBooks subscription to get started. Upload a supported bank spreadsheet, use pre-built libraries or manual categorization, and review the workpaper.
Can White Label start with one Standard client?
White Label is available from the first Standard client. Annual enrollment can begin with zero Standard clients; all active Standard clients are covered automatically. Essentials clients remain on their Essentials access.
When can I start charging for vendor-compliance work?
You can define and bill a vendor-compliance service when the relevant workflow is available and ready for your firm. What you charge is up to you; no claim is made about how quickly other firms begin billing.