Integrations with major tax & accounting platformsCustom pipelines for CCH Axcess, UltraTax, Lacerte, and major document management systems
Single sign-on (SSO)
Role-based permissions
Audit logs
On-call support
After the trial, Pro continues at $99 per user per month - cancel anytime from your account settings. Enterprise onboarding includes MSA, DPA, SSO setup, and integration planning with our team.
The Pro trial lasts 7 days and includes full access - audit-ready citations, federal and state knowledge bases, unlimited chats, the Safe document vault, and priority support. Your tax watchlist holds 3 during the trial and 10 on Pro. No credit card is required to start. You can also try 3 questions on the homepage before signing up.
Start with a question. Finish with a position.
Try 3 questions instantly, then start your 7-day free trial. No credit card required.