Try SmartCenter for 15 days free.

No risk, no credit card number. When your trial ends, choose the plan that's best for your firm.

Basic | $20/mo per user
Everything you need to get organized and start managing your practice the smart way.
  • Easily See & Manage All Client Data
  • Track & Manage Unlimited Projects
  • Track & Manage Unlimited Tasks
  • Fully Manage Auto Recurring Work 
  • Secure Online Document Management
  • Beautiful, Modern Dashboard
  • Custom Activity Feed & Notifications
  • Powerful Smart Searching
  • Free, Unlimited Training & Support
Plus | $30/mo per user
For the tax pro that wants to grow. Manage your practice, increase your revenue and track your time & billing.
<< Start Free Trial
  • Complete Basic Package, PLUS:
  • Smart Email Integration
Pro | $40/mo per user
Be the ultimate tax pro. Everything in Plus with a fully integrated client suite.
<< Start Free Trial
  • Complete Plus Package, PLUS:
  • Secure Client Portal

 

 
Questions About Pricing?
Call us! We'd love to help! 800-926-5905

Can I cancel at any time?

Yes, we never lock you in, and we don't have yearly contracts. If you want to leave, we'll make sure your data is available to you.

How many people in my office can use SmartCenter?

SmartCenter was specifically designed for small firms, you can add as many users as you like and can remove users at any time. 

Do I have to pay for training or support?

No, never. We work really hard to make SmartCenter easy to use without any training or support. If you do need help at any time, your monthly subscription includes UNLIMITED free training and support via phone, email or chat. Our support hours are Monday-Friday 8:30am-5:30pm Pacific.

Can I switch plans whenever I want?

Absolutely! Our Plus and Professional packages will be available soon and once they are live you can switch between packages at any time.

What tax & accounting software do you integrate with?

SmartCenter has a lightning-fast import wizard that makes importing data from any tax or accounting software easy. Simply export your current data into a .CSV format and you can drag & drop your data file into the wizard. We will have full syncing & integration features with leading software's soon, so stayed tuned!

How do I know my data is secure?

Security is our priority. SmartCenter is fully encrypted using 256-bit SSL encryption. All data is stored in cloud based, professionally managed storage facilities using Amazon Web Services. All data is regularly backed up using industry leading backup standards. To learn more about Amazon Web Services security, click here.