Stop Chasing Documents.
Stop Missing Calls.

It’s a monthly balance covering the parts of the platform that carry 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, so you always know where you stand before the month closes. Usage above the included credit is billed at our published usage rates. The credit resets each month and unused credit does not roll over. It is the same on both payment options.

You’re billed for the usage above it at our published usage rates. Nothing shuts off, and Jasmine doesn’t stop answering your phone in the middle of March.

You’ll see it coming. The usage dashboard tracks the balance as it builds, broken out by voice and messaging, so an overage is a number you watched rather than a line item that surprises you. If you want to spend less, the cadences are yours to adjust.

Starter helps you run your firm. Growth helps you scale it. Starter is a complete tax office platform — unlimited staff seats, unlimited e-signatures, client portal, document intake, workflow, appointments, automated document chase, and bilingual Jasmine. Nothing about it is stripped down.

Firms typically move to Growth when communication volume increases and they also want better visibility into staff capacity, unlimited document storage, and priority support: six times the Communications Credit, staff performance and capacity reporting so you can see who’s overloaded, unlimited storage, priority support, and priority scheduling on your Launch Program sessions.

Both payment options are twelve-month agreements. Billed monthly means you pay $297 or $497 each month for the year rather than the whole amount upfront. It is not a cancel-anytime subscription.

Paying for the year upfront is the same agreement with the same features — you just save two months, $594 on Starter or $994 on Growth.

Correct. Every plan includes unlimited staff seats. Many tax offices add significant seasonal staff from January through April — charging you 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-signature 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.

Some firms do, at least for a while — a portal here, an e-signature plan there, a bilingual answering service on top. The problem shows up at the seams. Your e-signature tool doesn’t know your client portal. Your answering service can’t see your calendar. Nobody’s data lives in one place when a client calls asking “did you get my documents?” and the person on the phone has to check three logins to answer.

Point solutions are often cheaper individually and more expensive together, once you add up the seats, the manual re-entry, and the hours your team spends being the integration between systems that were never built to talk to each other.

Your whole team. The Launch Program includes one live 90-minute training session for everyone at your firm who will touch a client file — preparers, front desk, admin — and we record it so you can hand it to the seasonal people who start in January. After that, our weekly 30-minute office hours are open to unlimited seats from your firm. Since we don’t charge per user, there’s no reason to train only the owner and hope it trickles down.

You’ll get an email with your login and a link to book your kickoff call — that call happens within five business days. On it, we configure your firm profile, branding, hours, staff logins, and calendars with you, and we walk your client list into the platform together. Your team training follows in week two, and you’re invited to office hours every week from there. The full schedule is above under The Launch Program.

Our target is to have your firm taking client documents through the portal within two weeks of kickoff. How fast you get to everything — Jasmine answering calls, automated document chase, e-sign on every return — depends on how quickly your team adopts it, which is exactly what the training and office hours are for. If you’re signing up close to filing season, tell us at kickoff and we’ll sequence the rollout so the pieces you need first go live first.

Both plans are twelve-month agreements, so we’d rather you see the platform and ask your questions before you enroll. Every subscription includes a guided kickoff, client import, live team training, weekly office hours, and a pre-season readiness review, so your team isn’t left to implement the system alone.

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 enroll.

Absolutely. Call 773-207-3720 and Jasmine will connect you directly. Or book a 45-minute demo at taxoffice.ai/demo. No pressure — we want you confident before you commit.