Pricing
One flat price, sized to your staff
Accounting firm marketing and the software behind your front desk cost one monthly price here, for US firms of 1 to 10 people. Calls, texts, organizers, e-signed letters, invoices, the firm's website and its Google and Meta ads all come on it.
Proprietor
1 person
$97$1,067/mo/yr
Billed once a monthTwelve months, billed as eleven
Request a demoMonth to month · No setup fee · Live in 14 days
Principals
2 to 5 people
$197$2,167/mo/yr
Billed once a monthTwelve months, billed as eleven
Request a demoMonth to month · No setup fee · Live in 14 days
Firmwide
6 to 10 people
$297$3,267/mo/yr
Billed once a monthTwelve months, billed as eleven
Request a demoMonth to month · No setup fee · Live in 14 days
11 or more
Contact us
Same features, quoted for your size
Request a demoMonth to month · No setup fee · Live in 14 days
Included at every size
For the owner who runs the firm alone and answers the phone too.
An owner, a preparer or two and whoever answers the phones, up to five in all.
Up to ten logins, enough for seasonal preparers, a bookkeeping team or a second office.
For larger firms and several offices, priced on one short call.
14-day launch
Organizers, phone lines, the AI receptionist and the new site are working two weeks after kickoff. Texting follows once carriers sign off.
Month to month
Nothing to sign for a set term, and no yearly bill to finish paying if your firm walks away.
Calls answered, 24/7
At 7 p.m., or with all three lines lit, a caller still gets an answer: the AI receptionist, introduced as AI, in English or Spanish.
A website we write
Our staff design and write the site, configure the software, run the ads and carry out every edit you ask for.
People on every plan
Three of our people come with each plan, whatever its size.
Onboarding
Kickoff, setup and a training session per person, all done by our staff before day 14.
An account manager
Someone who knows your firm by name, handles each change you ask for and reviews the month with you.
Your own ad rep
A named person who builds and runs your Google and Meta campaigns, judged by what each new client cost.
The whole firm pays one figure a month, and only the count of people signing in moves it. Setup, training, your account manager and your ad rep are on all three plans. What Google and Meta charge for clicks goes on your firm's own card.
Software plus an agency, next to one plan
Small firms often pay for workflow software by the user, an agency for the website and Google ads, and more tools for phones and proposals. Here it is against our plan.
| AccrueNest one plan | Software plus agency | |
|---|---|---|
| What the price follows | Who logs in | $19 to $149 per user, every month, for workflow software; some add a fee for each client |
| A fee to get started | No setup fee | Setup costs $199 to $2,499 on top of the first bill |
| How long you are tied in | Month to month | Often a full year, billed in advance |
| The website, ads and phones | On every plan | Bought from an agency as well, at $67 to $397 or more a month |
Their figures come from the public price pages of six software makers and four agencies, read on November 11, 2026.
We dropped the web designer, the booking tool and the proposal software. Our bill is $197 whether we sign ten new clients in February or forty.
Every plan, the whole front office
Each item below comes on all three plans.
Front desk
- Two-way texting Texting from the firm's number keeps the owner's cell private.
- New inquiries Calls, web forms and chats each become a card, staged until engaged.
- Phones Business lines that keep your number, missed-call texts, recordings with a notice up front, and a staff app.
- Call tracking Separate numbers per ad and per page show what made each caller dial.
Booking and reminders
- Online booking Clients book an intro call, a drop-off or a pick-up by service, preparer and office.
- Meeting reminders Drop-offs get a text the evening before, listing what to bring.
- Tax organizers Tax organizers by return type, and a text naming each document still missing.
- Engagement letters Proposals become e-signed letters, with the deposit taken at signing.
- Portal and app Your firm's logo on top, on a laptop or the client phone app.
Calls, payments and reports
- AI receptionist Answers day and night, speaks Spanish too, books meetings and hands off urgent calls.
- Invoices and autopay Invoices, pay links, payment plans and autopay from a saved card.
- Workflow board A card for every return and monthly close, by stage.
- Reports New clients by source, what each cost, and proposals out versus signed.
Getting found
- Your website Written and designed by our staff, with its own page per service and per town.
- SEO and AI answers Posts, service pages and a kept-current Google listing, aimed at ChatGPT and Google answers.
- Google and Meta ads We plan and adjust every campaign; both ad accounts stay your firm's property.
- Reviews A text linking to your Google reviews goes to each client who gave consent, once the return goes out.
- Newsletters and social A monthly newsletter and regular posts, written for your firm and signed off by you.
Asked before signing on
Owners ask the same things before they sign: which staff count, where the ad money goes and how leaving works.
How is AccrueNest priced, and by what?
Do clients count as logins?
Is anything held back on the $97 plan?
Is onboarding billed separately?
Is any of it charged by the client or the return?
Is ad spend included?
Do seasonal staff count?
Can we leave mid-season?
Lay this year's bills beside our plan
Send the list of what your firm pays for now. We set it against one plan during the demo, then open the screens your front desk and preparers would use.
- Month to month, no setup fee, live in 14 days.