The Operating System for Your Tax Firm

No. Jasmine works alongside your team. She picks up when they can't — during peak volume, after hours, on weekends, when your team is with clients. Your staff handles priorities. Jasmine catches everything else. Every call still goes through the same number your clients already have.

Correct. Every plan includes unlimited staff seats. Many tax offices add significant seasonal staff from January through April — charging per seat would mean charging you the most at the exact moment cash is tightest, for people who won't be there in May. Worse, per-seat pricing pushes firms to share logins, which destroys the audit trail of who accessed which client's file. We'd rather every person have their own login. Bring the whole seasonal crew.

Yes, on every plan. E-sign is built into the platform, not resold from a third party — so there's no per-envelope cost for us to pass on to you. Send as many 8879s, state forms, and engagement letters as your firm needs. We never count them and we never bill for them.

It's a monthly balance covering the parts of the platform with a real per-use cost: Jasmine Voice AI and client SMS. Starter includes $25 a month, Growth includes $150. It's one balance you can spend on either, in any combination, so you don't have to guess in advance whether your firm is a heavy caller or a heavy texter.

Your usage dashboard shows how the credit is being consumed by channel as it accrues. Usage above the included credit is billed at our published usage rates. The credit resets each month and unused credit does not roll over.

Your kickoff happens within five business days. We configure your firm profile, calendars, Jasmine, and initial client setup with you, followed by live team training in week two. Our target is to have your firm taking client documents through the portal within two weeks of kickoff. Additional capabilities roll out based on your firm’s priorities, with ongoing office hours and a pre-season readiness review included.

Yes. Your clients call the same number they always have. We handle the routing behind the scenes.

She takes a detailed message, tags it priority, and puts it on your team's dashboard. She doesn't guess. She doesn't make things up. When she hits her limit, she tells the caller a team member will follow up, captures the follow-up need, and surfaces it to your team.

Starter helps you run your firm. Growth helps you scale it. Starter is a complete tax office platform — unlimited staff seats, unlimited e-signatures, document portal, preparer workflow, appointments, email and SMS. Nothing about it is stripped down. Growth adds the communications capacity, reporting, storage, and priority support firms need as client volume increases: six times the Communications Credit for Jasmine and client texting, staff performance and capacity reporting, unlimited storage, and priority Launch Program scheduling.

Both plans are twelve-month agreements, so we'd rather you see the platform and ask your questions before you enroll. Annual agreements are subject to the refund and cancellation terms in your subscription agreement. If you want to see it first, book a demo and ask us every hard question before you commit — that's what the demo is for.