Platinum

Up to 2000 MB of document storage
2500 newsletter clients
15 professional email accounts

^$99

COST PER MONTH

$250 setup

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Business

Up to 250 MB of document storage
250 newsletter clients
5 professional email accounts

^$49

COST PER MONTH

$250 setup

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All Plans Include

High-End Web Design
Automated e-Newsletter
Pre-written Client Newsletter
Expertly Written Content

Client Portal
Secure Document Sharing
Secure Messaging
Unlimited Clients

Secure Site Hosting
Business Level Email
Phone & Email Support
And So Much More!

Business Level

Up to 250 email accounts
Automated Monthly Newsletter
Sent on the 1st of the Month

^$34⁹⁵

COST PER
MONTH

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Business Level ^(4x)

Up to 250 email accounts
Automated Qtrly Newsletter

^$55⁹⁵

$150 setup

COST PER RELEASE

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Premium Level ^(4x)

Up to 1500 email accounts
Automated Qtrly Newsletter

^$70⁹⁵

$150 setup

COST PER RELEASE

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Business Level ^(6x)

Up to 250 email accounts
Bi-Monthly Newsletter

^$44⁹⁵

$150 setup

COST PER RELEASE

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Premium Level ^(6x)

Up to 1500 email accounts
Bi-Monthly Newsletter

^$55⁹⁵

$150 setup

COST PER RELEASE

Select

All Plans Include

Automated!
Customizable
Expertly Written Content
Due Date Reminders

Large Marketing Library
Social Networking Tools
Email Compliant Opt-in
Instant Tracking & Reporting

Branded / White Label
Importing of Email
Phone & Email Support
And So Much More!

Privacy & 7216 Disclosure Brochures

Our Privacy Policy and Non-Disclosure Brochures help you comply with the Gramm-Leach-Bliley Act. The regulations require tax professionals and Enrolled Agents to provide notice of its privacy policy to clients once each 12-month period.

Compliance Set PDF Download
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