🚀 Transparent Pricing

Simple Pricing for Growing Accounting Firms

All plans include a 21-day free trial. No Payment Required during Trial Period. Cancel anytime.

Monthly Billing Yearly Billing Save 20%

Core Workflow

Everything you need to run your firm’s day-to-day operations.

$15 /user/mo

Min. 2 Users

Starts at $30/mo

Includes:
  • Workflow & task management
  • Client CRM & Intake forms
  • 25 Core Templates
  • AI Tools (task suggestions & drafts)
  • Basic Email Logging
  • Standard support
  • Recurring work automation
  • Trigger rules
  • General-purpose forms
Get Started

Scheduling & Auto

Replace Calendly. Automate client scheduling and meeting workflows.

$30 /user/mo

Min. 2 Users

Starts at $60/mo

Includes:
  • Everything in Core Workflow
  • Client self-booking portal
  • 2-way Google & Outlook sync
  • 35 scheduling templates
  • Recurring work automation
  • Trigger rules
  • Visual workflow builder
  • General-purpose forms
  • Team chat
  • Unified calendar
  • QuickBooks Online
Get Started
★ Most Popular

Signing & Workflows

Replace DocuSign. Automate document collection and signing workflows.

$45 /user/mo

Min. 3 Users

Starts at $135/mo

Includes:
  • Everything in Scheduling & Auto
  • Unlimited secure signatures
  • 40 signing templates
  • Recurring work automation
  • Trigger rules
  • Visual workflow builder
  • General-purpose forms
  • Team chat
  • Unified calendar
  • QuickBooks Online
  • Form 8879 Package (with KBA)
Get Started

Enterprise

For firms that need scale, security, control, and advanced workflow intelligence.

$75 /user/mo

Min. 5 Users

Starts at $375/mo

Includes:
  • Everything in Signing & Workflows
  • Custom brand subdomain
  • Workload bottleneck diagnostics
  • REST API & Webhooks access
  • Recurring work automation
  • Trigger rules
  • Visual workflow builder
  • General-purpose forms
  • Team chat
  • Unified calendar
  • QuickBooks Online
  • SSO Integration (Okta/Azure AD)
Talk to Sales

⭐ Why Upgrade?

🤖 AI Tools — Included on Every Plan

Every WorkFlowHQ plan ships with built-in AI that works quietly in the background — no extra subscription, no third-party AI account required.

  • Smart Task Suggestions: AI recommends the next best action for each engagement based on status, due dates, and team workload.
  • Client Communication Drafts: One click generates a professional follow-up email or status update — review, tweak, and send in seconds.
  • At-Risk Engagement Alerts: The AI flags engagements that are trending late before a deadline is actually missed.

📅 Why Upgrade to Scheduling (Professional)

  • Replace Calendly: Instantly save $12–20/user/month.
  • Reduce No-Shows: 80% decrease via synced calendar invites and SMS alerts.
  • Automated Triggers: Launch client onboarding tasks as soon as reviews are booked.

✍️ Why Upgrade to Signing (Firm Plus)

  • Replace DocuSign: Save $25–40/user/month with unlimited embedded e-signatures.
  • Tax Season Campaigns: Bulk send Form 8879s and standard engagement letters.
  • Document Chaser: Auto-alerts clients until tax organizer documents are uploaded.

📊 Plan Comparisons

Feature Core (Starter) Professional Signing (Firm Plus) Enterprise
Workflow & task management ✔ ✔ ✔ ✔
AI Tools (task suggestions, drafts) ✔ ✔ ✔ ✔
Client CRM & intake portals Basic Branded Branded White-label
Workflow templates 95+ workflow templates 95+ workflow templates 95+ workflow templates 95+ workflow templates
Scheduling & booking links — ✔
35 scheduling templates		 ✔
35 scheduling templates		 ✔
35 scheduling templates
2-way calendar sync — ✔ ✔ ✔
Unlimited E-Signatures — — ✔
40 signing templates		 ✔
40 signing templates
Form 8879 KBA Authenticator — — Optional Paid Add-on Optional Paid Add-on
Granular Custom Roles & SSO — — — ✔

Frequently Asked Questions

Everything you need to know about pricing, plans, and features.

Is there a free trial?
Yes! Every plan includes a 21-day free trial. No Payment Required during Trial Period to start.
Can I change plans?
Absolutely. Upgrade or downgrade anytime from your billing settings.
What payment methods are accepted?
We accept Visa, Mastercard, and American Express via Stripe or Razorpay, as well as PayPal.
Is my data secure?
Every tenant gets a fully isolated database. Your data is never shared with other firms.
How do workflow templates work?
WorkFlowHQ includes 95+ ready-to-use workflow templates for tax returns, bookkeeping, payroll, sales tax, tax planning, tax resolution, compliance, and advisory work. Open a new engagement, choose a template, and the system creates the full checklist instantly with role hints and relative due dates.
Can I create my own templates?
Yes. Every template is fully customisable. You can clone the built-in library or create your own workflows for services like 1040s, PTET elections, notice response, catch-up bookkeeping, nonprofit closes, and industry-specific engagements.
Can I track time against engagements?
Yes. Each engagement has a built-in time log where staff record hours worked, whether billable or non-billable, with a description. The system totals logged hours vs your estimated hours so you always know where a job stands financially.
Can I create and send invoices from the system?
Yes. Generate professional invoices with your firm logo, dynamic line items, tax, and discount. Invoices can be printed or downloaded as PDF. The system tracks status through Draft → Sent → Paid and shows outstanding balances per client.
Does WorkFlowHQ support document signing?
Yes. WorkFlowHQ includes built-in document signing so you can send engagement letters, organizers, and other documents for e-signature directly from the platform - no third-party service required. See the How it Works page for a full walkthrough.
Can I use my own Twilio account (BYO Twilio) for TEXT OTP for Document Signing?
Yes. WorkFlowHQ supports Bring Your Own Twilio (BYO Twilio), letting you connect your own Twilio account so TEXT OTP are sent through your own number and billed to your Twilio account directly. See the How it Works page for setup details.
Does WorkFlowHQ include appointment scheduling?
Yes. The Schedule Appointments feature (included on Professional and Firm Plus) gives every staff member a personal public booking page. You define event types (15-minute consult, 1-hour discovery call, etc.), set weekly availability, add date-specific overrides, and clients pick a time in their own time zone. Bookings appear on your dashboard, send branded confirmation and reminder emails, and - when you connect your own account - can automatically create events in Google Calendar™ or Outlook Calendar™ and generate Zoom™ meeting links. Invitees can reschedule or cancel via a self-service link without contacting your office.
What AI tools are included, and which plans have them?
AI Tools are included on every plan, starting with the Starter (Core Workflow) plan. The built-in AI layer gives your team three core capabilities: Smart Task Suggestions - the AI surfaces the most important next action for each engagement based on its current status, due dates, and who has bandwidth; Client Communication Drafts - generate a polished follow-up email or status update with one click, then review and send in seconds; and At-Risk Engagement Alerts - the AI monitors progress patterns and flags jobs that are trending toward a missed deadline before it actually happens. All AI features run natively inside WorkFlowHQ - no external AI subscription or API key is needed.
Does WorkFlowHQ support Single Sign-On (SSO)?
Yes! Single Sign-On (SSO) is fully supported on the Enterprise plan. We support both SAML 2.0 and OpenID Connect (OIDC) protocols, allowing your firm to integrate with identity providers such as Okta or Microsoft Azure Active Directory (Microsoft Entra ID) to enforce secure authentication workflows.
How does the Form 8879 KBA Authenticator package work and how is it billed?
The Form 8879 KBA Authenticator package is an optional paid add-on available on the Firm Plus and Enterprise plans. It integrates with Persona to provide IRS-compliant Knowledge-Based Authentication (KBA) verification questions to signers. The package is billed dynamically on a usage basis per verification attempt (charged only for passed or failed results; error attempts are ignored) and is automatically charged monthly to your active payment gateway (Stripe, PayPal, etc.).