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Choose Your Plan
LAUNCH
$147/month
+$497 setup
Website & Online Presence
Professional website customized for your practice
Mobile-responsive design that works on all devices
Lead capture forms to grow your email list
Connect your existing domain
Calendar & scheduling integration
Client Communication Hub
Unified Conversations Inbox
Email integration with 2-way messaging
Automated appointment reminders
Social media integration
Full conversation history
Marketing Essentials
Email marketing with templates
Social media content calendar
Consistent branding across platforms
Basic marketing automation
Performance tracking
Communication Credits
750 SMS/calls OR 7,500 emails per month
1-3 team members
Support & Resources
Email support
Access to twice-weekly office hours calls
Members-only community access
GROW
$297/month
+$497 setup
Everything in LAUNCH, plus:
Enhanced Client Communication
2-way SMS messaging
Business phone system
Call tracking
Missed call text back
Enhanced Marketing & Growth Tools
Complete AI Marketing Suite
Brand messaging development
Targeted marketing campaigns
Engaging content creation in minutes
Lead magnet funnel with follow-up
Automated client review system
Website chat widget
Practice Management
Contract signing
Invoicing system
Pre-written engagement templates
Monthly financial review framework
Quarterly review calendars
Communication Credits
1,500 SMS/calls OR 15,000 emails per month
3-10 team members
Enhanced Support
Priority email support
Dedicated strategy sessions during office hours
Advanced implementation guidance
TRANSFORM
$497/month
+$997 setup
Everything in GROW, plus:
AI-Powered Communication
AI-Powered Conversations Inbox
AI response suggestions
Smart message routing
Advanced automation
Complete communication center
Premium Features
AI-powered website chat widget
Instant client Q&A
Automated appointment booking
Pre-qualification of leads
AI-powered phone assistant
Google Business Profile optimization
Advanced Calendar Systems
Tax Planning Session calendars
Audit Preparation Meeting calendars
Advisory Consultation calendars
Budget Planning Session calendars
Special Project Consultation calendars
Communication Credits
3,000 SMS/calls OR 30,000 emails per month
10+ team members
VIP Support
Priority VIP support
Advanced implementation assistance
Preferential feature request consideration
SIMPLIFY YOUR TOOLS, MAXIMIZE YOUR PROFITS
One Login. One System. Endless Possibilities.
Why drain your budget on multiple tools when one solution does it all? Our streamlined platform eliminates the frustration of constant app-switching and password juggling, putting everything you need behind a single login. Save thousands annually while making your work flow smoother—freeing both your time and money for the things that truly drive your business forward.
