



Everything required to manage daily firm operations, without add-ons.

$15 USD/Monthx user
Reliable and User-Friendly: Perfect for small teams and freelancers. This tier offers all the time and billing features you need. Our intuitive interface ensures you can manage your practice effortlessly.
What you will get
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
$21 USD/Monthx user
Everything in Entrepreneur—plus workflow automation, mass client communication, task management, and a built-in CRM to run your practice more efficiently.
What you will get
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
$28 USD/Monthx user
Includes everything in Entrepreneur and Pro, with enhanced tools like email sync, e-signatures, QBO integration, and multi-office support—ideal for firms ready to automate, consolidate, and scale.
What you will get
Integrations require a valid license for each connected product.
There is no onboarding fee. QuickBooks Online (QBO) integration is billed at $150 USD per hour.
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Review pricing, features, and implementation.
Select type of price | Entrepreneur $15 USD/Month x user | Pro $21 USD/Month x user | Ultimate $28 USD/Month x user | |
|---|---|---|---|---|
| Platform & Accessibility | ||||
| Web-Based | ||||
| Time Management & Billing | ||||
| Full Time & Billing | ||||
| Time, WIP, AR, & History | ||||
| Payments & Adjustments | ||||
| Billing Options | ||||
| Mark Up/Down | ||||
| Batch Invoicing | ||||
| Adjustment | ||||
| Finance Charges | ||||
| Time Tracking | ||||
| Timers | ||||
| Budgeting | ||||
| Billing & Payments | ||||
| Billing | ||||
| Auto Billing | ||||
| Library of Paragraphs | ||||
| Customizable Invoices | ||||
| Payments | ||||
| Adjustments | ||||
| Finance Charges | ||||
| Customer Management | ||||
| Client CRM | ||||
| Client Inquiry | ||||
| Clients Log | ||||
| Client Workflow | - | |||
| Tax/CAS Workflow | - | |||
| Workflow Templates | - | |||
| Access & Communication With Customers | ||||
| Client Inquiry Access | ||||
| Mass Client Communication (Bulks Emails) | ||||
| Secure Client Messaging | - | - | ||
| Secure Client Portal | - | - | ||
| Direct Link Upload (One-Click Folder Access) | - | - | ||
| Management & Organization | ||||
| Full Practice Management | ||||
| Client Workflow | - | |||
| Tax/CAS Workflow | - | |||
| Workflow Templates | - | |||
| Employed Task Management | - | |||
| Workflow Hub (Track Progress, Time, Files, Emails) | - | |||
| Capacity Planning | - | |||
| Resource Planning | - | |||
| Employee Mentions | - | |||
| Notifications | - | |||
| Calendars & Tasks | ||||
| Firm Calendar & Scheduling | - | |||
| Employee Calendar & Scheduling | - | |||
| Support And Resources | ||||
| Multi-channel Support | ||||
| Embedded Training Videos | ||||
| Client Forum | ||||
| Reports & Analysis | ||||
| Detailed Reports | ||||
| Over 400 Prebuilt Reports | ||||
| Analysis Reports | ||||
| Power BI Firm Insights | - | - | ||
| Security & Permissions | ||||
| Encrypted Login | ||||
| Two-Factor Authentication (2FA) | ||||
| Employee Permissions | ||||
| Permission based folder access | - | - | ||
| Integrations & Connectivity | ||||
| Bi-directional Email | - | |||
| Gmail Outbound | - | - | ||
| QuickBooks Online Sync | - | - | ||
| Outlook Sync | - | - | ||
| Electronic Payments (PayPal, CPA Charge, etc.) | - | - | ||
| Electronic Signature w/ KBA | - | - | ||
| In-house Secure TPS E-Signature | - | - | ||
| QBO bi-directional sync | - | - | ||
| Bi-directional Outlook Sync | - | - | ||
| Comprehensive Integrations (QBO, Stripe, etc.) | - | - | ||
| Secure TPS E-Signature | - | - | ||
| Audit & Control | ||||
| Firm Audit Log | - | |||
| Scalability | ||||
| Multiple Office & Consolidation | - | - | ||
Get Started now | ||||
| Get Started now | ||||