Manage every client from one firm dashboard — at the same public prices your clients would pay.
Firms and direct customers use the same public pricing — the numbers on our pricing page are your cost, period. Your firm sets its own service fee on top; the platform price is your cost basis.
Manage every client under a single firm login. Each client business has its own subscription sized to its own transaction volume — a small client never pays enterprise prices.
AutoFile prepares each client return; your firm reviews and approves before anything is submitted. Every approval is archived with figures, timestamp and approving user.
The firm dashboard is used in production today to manage dozens of businesses across 45+ states.