Early access For tax and accounting firms
Run your tax practice without the price shock.
We're building a complete, fairly priced home for your firm: client portal, e-signatures with identity checks, billing, workflows and booking in one place. If your current software just got more expensive or harder to use, we built this for you.
Why we're building it
Firms told us the same things: prices keep climbing, simple jobs take too many clicks, and clients get lost. So we started over with those three in mind.
- Pricing you can plan aroundA flat monthly price by team size, with unlimited clients and e-signatures. Prepaid identity checks only when you want them. No surprise jump at renewal.
- Built for tax seasonReturns move through stages, clients get nudged automatically, and your team sees what's stuck before it's late.
- Clients do their part on their phoneUpload, sign, approve and pay from one simple to-do list. No app to install, no password to forget.
Everything your practice runs on, in one place.
What's working today
Every screen here is from the live demo. Open it and click around.
A client portal people actually use
Your brand, your clients' to-do list: documents to upload, forms to sign, invoices to pay. Each one checks itself off.
E-sign the 8879 with an identity check
Clients read the form right in the app, pass a quick identity check and sign. You get a signed copy with a full audit trail.
File finished returns in one drop
Drop the PDFs your tax software prints. Each one is matched to its client, named neatly and sent for approval or signature.
Every return on one board
Move work through your own stages. Each stage can send a checklist, an organizer, an invoice or a task for you.
Worried about rebuilding your workflows? Just describe them.
Write how a job goes at your firm in plain English, and ER Tax 360 builds the stages and what each one does: document checklists, e-signatures, client approvals, invoices and messages. You check every stage before it saves. Ask your own Claude or ChatGPT once you connect it, or use the built-in assistant.
In the demo, the built-in assistant is a simple stand-in that works on sample data. Try it under Firm setup, then Stages and automations.
The whole client in one place
Documents, messages, signatures, invoices, meetings and history for each client, with roles so everyone sees only what they should.
Also in the demo
- Tax organizers clients fill in
- Engagement letters and proposals
- Online booking page
- Secure messages, with email from your own Gmail or Outlook
- Time tracking and recurring invoices
- Your own web address
- Sign in with Google
- AI assistant, plus Claude and ChatGPT connections
Pricing
Fair, simple pricing, shaped with our first firms.
One flat monthly price by team size. Early firms lock in their rate.
Founding firm offer
The first 100 founding firms get $49 a month, locked for life, whatever their team size.
Limited to the first 100 firms.
Solo
1 user
$49/month
Same price for founding firms and at launch.
- Every feature, no add-ons
- Unlimited clients
- Unlimited e-signatures
- Client portal that works on any phone
- Identity checks, prepaid, only when you use them
Team
Up to 5 users
Launch price $99$49/month
Founding price. $99 a month at launch.
- Every feature, no add-ons
- Unlimited clients
- Unlimited e-signatures
- Client portal that works on any phone
- Identity checks, prepaid, only when you use them
Firm
Unlimited staff, one firm
Launch price $199$49/month
Founding price. $199 a month at launch.
- Every feature, no add-ons
- Unlimited clients
- Unlimited e-signatures
- Client portal that works on any phone
- Identity checks, prepaid, only when you use them
- Unlimited clients on every plan.
- Unlimited e-signatures. Add an identity check (KBA) only where you want one.
- Identity checks are $2 per check, prepaid.
- Turn identity checks on or off for the forms that need them.
- Founding firms keep their $49 rate for life, however big their team grows.
- Crossed-out prices are what firms pay once the founding spots are gone.
- Staff accounts are for your own firm's team, not other practices.
Become a founding firm
We're opening to a small group of firms first. Founding firms help shape what we build next, including how it's priced.
- Your founding rate, locked for life
- A direct line to the people building it
- We'll help you get set up
Tried the demo and like it? Join the waitlist.
It takes a minute, and we'll reach out as spots open for founding firms.
Haven't tried it yet? Go to the demo first. No sign-up needed.