By firm size
Everything a one-person practice needs, nothing to set up.
Your own booking link, a client portal, the review desk and the Academy, on a single seat. Solo practices run under the Tax Harbor brand.
Your link
A personal page clients can book from.
Share your link or QR code. Every lead that arrives through it is credited to you, for good.
Your day
Booked, reviewed, approved, filed.
Holds stop double bookings, the readiness check runs before each appointment, and the prep packet is ready when you sit down.
What's included
Everything in the box.
- One seat on the Standard plan
- Personal referral link and QR
- Client portal
- Prep packet and approvals
- Academy
- Three languages
Keep exploring
Related
Keep exploring
Start with one seat. Grow when you're ready.
A short walkthrough with your office's questions in mind.
