Flexible Software Solutions for Professional Tax Practices.
Every tax practice is different. These consultation categories help us understand your needs—final pricing, included services, and subscription terms are confirmed in a formal quotation.
Independent Practice
For individual CPAs and small offices.
For individual CPAs and small offices.
- Single preparer or small team
- Modest annual client volume
- Core intake & document collection
- Basic branded portal
- Client onboarding
- Digital intake forms
- Document collection
- Appointment scheduling
Professional Firm
For established firms requiring coordinated staff workflows.
For established firms requiring coordinated staff workflows.
- Multiple preparers and staff
- Higher annual client volume
- Coordinated staff workflows
- Customized branding
- Everything in Independent
- Staff roles & workload
- Workflow tracking
- Enhanced branding
Growing Tax Organization
For businesses with more complex operational and branding requirements.
For businesses with more complex operational and branding requirements.
- Multiple offices or teams
- Complex operational needs
- Advanced branding & domain
- Custom workflows
- Everything in Professional
- Advanced customization
- Custom portal domain
- Dedicated onboarding
Pricing disclaimer: The categories above are consultation starting points, not confirmed commercial offers. Final pricing, included services, and subscription terms are confirmed in a formal quotation after we understand your practice. DesktopCPA does not publish standard subscription prices.
Request a Personalized Quotation
Tell us about your tax practice and we'll recommend a DesktopCPA setup aligned with your business needs.
Let's Find the Right Fit for Your Practice
Share your requirements and we'll prepare a quotation tailored to your tax office.