Choose Your Business Plan

Whether you’re a solo tax preparer or have an entire office to run - ProClient has the perfect plan for you! Choose between our monthly plans, or enjoy big savings when you go for an annual plan!

Annually
Monthly

SOLO

  • $24.75 Monthly
  • $297 billed annually
    Save $51/year
  • 5GB Document Storage
  • 400 Max Contacts
  • 1 User

SMALL

  • $33.09 Monthly
  • $397 billed annually
    Save $71/year
  • 20GB Document Storage
  • 650 Max Contacts
  • 3 Users

MEDIUM

  • $149.75 Monthly
  • $1,797 billed annually
    Save $567/year
  • 100GB Document Storage
  • 1,500 Max Contacts
  • 10 Users

PREMIUM

  • $449.75 Monthly
  • $5,397 billed annually
    Save $1,767/year
  • 500GB Document Storage
  • 10,000 Max Contacts
  • 30 Users

We are currenly offering exclusive access to ProClient sign up now to be a part of the group that will shape the best tax office management software.

Sign Up Now
Annually
Monthly
  • $297 billed annually
    Save $51/year
  • 5GB Document Storage
  • 400 Max Contacts
  • 1 User
  • $397 billed annually
    Save $71/year
  • 20GB Document Storage
  • 650 Max Contacts
  • 3 Users
  • $297 billed annually
    Save $00/year
  • 40GB Document Storage
  • 1,000 Max Contacts
  • Text Messaging
  • 5 User

* Pricing will be honored for 5 years

  • $1,797 billed annually
    Save $567/year
  • 100GB Document Storage
  • 1,500 Max Contacts
  • 10 Users
  • $5,397 billed annually
    Save $1,767/year
  • 500GB Document Storage
  • 10,000 Max Contacts
  • 30 Users

We are currenly offering exclusive access to ProClient sign up now to be a part of the group that will shape the best tax office management software.

Sign Up Now

Features Included
With Every Plan

SOLO
SMALL
SPECIAL
MEDIUM
PREMIUM
Document Storage
5GB
20GB
40GB
100GB
500GB
Max Contacts
400
650
1,000
1,500
10,000
Calendar Reminders
Text Messaging
Users
1
3
5
10
30
ProClient Calendar
Office 365 & Google Integration
Scheduled Appointments
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Appointment Types / Services
Time Zone Detection & Conversion
ProClient Docs
Document Tagging
Document Review
Access Management
File Version Management
Online Viewing
Download
ProClient Team
Team Access
Customizable Permissions
Audit
ProClient Portal
2-factor Authentication
Manage Your Brand Logo, Look and Feel
Use Your Own Domain
Secure Texting and Email
Share documents Securely
Pay, Manage and Review Invoices
Accessible anywhere - desktop, tablet, or mobile devices

Coming Soon

  1. ProClient Billing
  2. ProClient Connect
  3. ProClient Reports
  4. ProClient Workflow
  5. ProClient Time
  6. ProClient Desktop
  7. ProClient Mobile
  8. ProClient Website
  9. ProClient Inbox
  10. ProClient Notifications
  11. ProClient Referrals
  12. ProClient HUB
  13. ProClient Team

Welcome

We are looking for those who are open to a new way of managing their tax preparation business, willing to grow with us, and have a desire to shape the future of ProClient.

ProClient is nearly ready for a Limited Access Launch and you are invited to join us.

Step into a better way of running your tax office.

Be a part of the last business tool you’ll ever need to use

Try Now