Pricing
The price on this page is the price on your invoice
One per-user rate covers your private server, your apps, MFA, backups and the people who answer at 9 p.m. on April 14. No server fee, no setup fee, and no annual contract unless you want one.
Every plan runs month-to-month. Annual billing is optional and saves $7 to $14 per user each month.
Three plans, per user, per month
Private Cloud
$79 /user/month
$72 billed annually
Best for: firms running Drake, Lacerte, ProSeries, UltraTax CS or QuickBooks Desktop who want them off the office server.
- Your own private server with all your apps installed, with no app-slot limits
- MFA and encryption on every login
- Server backups every 4 hours, kept 90 days, restore-tested every quarter
- Named 24/7 team of 3 engineers who know your setup
- Setup, migration and a WISP template included
Managed IT
$89 /user/month
$80 billed annually
Best for: firms already on Drake Web, CCH Axcess or QuickBooks Online who need the laptops, email and WISP looked after.
- Laptops and desktops managed, with EDR on each one
- Microsoft 365 managed, with email security and backup
- Security training and phishing tests for staff
- WISP written for you and kept current
- New devices set up without the office manager giving up a Saturday
Most popular
Private Cloud + Managed IT
$139 /user/month
$125 billed annually
Best for: firms that want one team responsible for the server, the devices and the WISP, so a ticket can’t get passed to someone else.
- Everything in Private Cloud
- Everything in Managed IT
- One team for hosting and devices, so tickets stay with us
- Extra CPU and memory Jan–Apr in the contract
Custom, for 25 or more users
More than 25 users, or more than one office? We’ll quote it on a call and put the number in writing. Same rules: no setup fee, no server fee, month-to-month.
What every plan includes
Whichever plan you pick, these are in the per-user price. None of them shows up later as a separate line.
- MFA on every login, with no per-user fee
- Encryption
- A restore test every quarter, logged for your binder
- A named 24/7 team of 3 engineers
- A WISP: the template on Private Cloud, written and kept current on Managed IT plans
- Covered by our own [SOC 2 Type II] report
- Setup and migration, or device onboarding, at no charge
- No setup fee and no server fee
- Month-to-month terms
- Your data returned in full if you leave
What each plan includes, line by line
| Private Cloud $79 | Managed IT $89 | Private Cloud + Managed IT $139 | |
|---|---|---|---|
| Infrastructure | |||
| Private server, yours alone | Yes | No hosting | Yes |
| Tax and accounting apps hosted | All, no slot limits | n/a | All, no slot limits |
| Microsoft 365 | Apps on the server | Managed for you | Apps on the server, managed for you |
| Extra CPU and memory Jan–Apr | Yes | n/a | Yes |
| Laptop and desktop management | No | Yes | Yes |
| Support | |||
| Named 24/7 team | 3 engineers | 3 engineers | 3 engineers |
| Uptime SLA in the contract | 99.99%, credit applied automatically | n/a | 99.99%, credit applied automatically |
| Device onboarding | No | Yes | Yes |
| Security and compliance | |||
| MFA | Yes | Yes | Yes |
| Encryption | On your server | On devices and Microsoft 365 | Server, devices and Microsoft 365 |
| EDR on devices | No | Yes | Yes |
| Email security | No | Yes | Yes |
| Security training and phishing tests | No | Yes | Yes |
| WISP | Template | Written and kept current | Written and kept current |
| Our own [SOC 2 Type II] report | Yes | Yes | Yes |
| Backup and recovery | |||
| Server backups | Every 4 hrs, kept 90 days | n/a | Every 4 hrs, kept 90 days |
| Microsoft 365 backup | No | Yes | Yes |
| Quarterly restore test | Yes | Yes | Yes |
| Setup and terms | |||
| Setup fee | $0 | $0 | $0 |
| Migration | Included | Device onboarding included | Included |
| Contract | Month-to-month | Month-to-month | Month-to-month |
| Data returned if you leave | In full | In full | In full |
Prices are per user, per month, billed monthly. Billed annually: $72, $80 and $125. Want the detail behind a line? Managed IT, Security and compliance, the SLA.
Why there’s no test server, and what covers you instead
A test that tells you anything needs your licensed tax software installed, your data moved and your printers mapped. That’s the full setup, so we do it once and do it properly.
Month-to-month on every plan
No annual term to wait out and no exit fee. If you leave, your data comes back in full (format and timeline in your contract).
A first-season guarantee
If your first tax season with us isn’t better, we migrate you to any provider free (terms in your agreement).
Add preparers in January and drop them in May
Your two seasonal preparers don’t need a login in August. Add their seats in January, remove them in May, and you’re billed only for the months they had access, at the same rate as your other seats with no setup fee.
Tell us by email and the seat is ready before they start.
Example: a 5-person Lacerte firm on Private Cloud
| Line | Amount |
|---|---|
| 5 year-round users × $79, May to December | $395/month |
| Plus 2 seasonal preparers, January to April | $553/month |
| Server fee, setup fee | $0 |
| Total for the year | $5,372 |
Monthly billing. Seasonal seats at the same rate. Your own number depends on headcount and plan, so we confirm it on the call.
Not ready to talk? Get your quote by email
Tell us your year-round users, your seasonal preparers and the plan you’re looking at. We send one email with your monthly number and your total for the year.
[Form placeholder: replace this line with the email form shortcode once the email tool is chosen.]
We send the quote once. No drip sequence.
Pricing questions
Is there really no setup fee?
Yes. Setup and migration are included in Private Cloud, and device onboarding in Managed IT. Migration usually takes a weekend, scheduled outside your deadlines.
Do you raise prices every January?
Not on a schedule. If your price ever changes, you get written notice before it takes effect. Plans are month-to-month, so you’re never locked into a price you didn’t agree to.
Why is annual billing cheaper if month-to-month is the default?
Annual billing saves you $7 to $14 per user each month and saves us billing work. Choose either. Month-to-month carries no penalty.
What if you miss the uptime SLA?
The credit shows up on your next invoice. No form to fill in, no 30-day deadline. The SLA is 99.99% and it’s in the contract. Read the SLA
We use Drake Web and QuickBooks Online. Do we need hosting?
Probably not. Managed IT covers your devices, Microsoft 365 and the WISP without a server. We’ll tell you on the call if hosting would actually help.
Is a WISP included?
Private Cloud includes a WISP template. Managed IT and the combined plan include a WISP we write for your firm and keep current, which is what PTIN renewal and cyber-insurance questionnaires ask about.
What happens to our data if we leave?
You get all of it back (format and timeline in your contract). No exit fee, no contract term to wait out.
Can we try it first?
No, and here’s why. A test that tells you anything needs your licensed tax software installed, your data moved and your printers mapped. That’s the full setup. What protects you instead: every plan is month-to-month, and if your first season with us isn’t better, we migrate you to any provider free (terms in your agreement).
Get your number in writing before you sign anything
Fifteen minutes on a call. Tell us your headcount, your software and who comes in for tax season, and we’ll email back one monthly number that matches your first invoice.
Month-to-month. No setup fee. No server fee.