Essentials · core manual workflow
What you get with Essentials.
Essentials is the base plan for every retained client. It covers the hands-on cash-basis path from uploaded bank data to reviewed workpapers without requiring AI.
Essentials bank-to-workpaper workflow
- Organize: clients, tax years, activities and financial accounts; track statement receipt separately from imported transactions.
- Import: upload bank or card spreadsheets, map columns, preview rows and review possible duplicates.
- Categorize: use pre-built libraries, firm rules or manual choices. AI is optional and never required.
- Map: maintain a chart of accounts and map accounts to tax destinations.
- Review and export: resolve exceptions, inspect Schedule C-ready workpaper totals and drill down to the source transactions.
Base pricing: Starter begins at $17.99/month for 10 retained clients; Practice is $49/month for 100. The lower applicable base charge is billed. Standard and optional add-ons are selected separately.