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Individual

For yourself and your family

Keep your personal paperwork in one place.

INCLUDED

Guided form preparation
Personal and family Cases
Saved person profiles
Document organization and packet review

Choose Individual

Independent provider

For providers working independently

Prepare and manage Cases for your clients.

EVERYTHING IN INDIVIDUAL, PLUS

Client Case management
Client invitations and private portals
Document requests and client tasks
Assigned form sections and client responses

Choose Independent provider

Firm

For firms and organizations

Coordinate client work across your team.

EVERYTHING IN PROVIDER, PLUS

Team members and staff invitations
Staff roles and permissions
Case staff ownership
Firm settings and workspace summaries

Choose Firm

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