One person cannot be the integration layer
When you are the whole firm, every tool you add is another thing only you know how to run, and every handoff between them happens in your head.
The cost of a seven-vendor stack is not really the five-figure bill. It is that nothing tells you what needs you today, so you hold the whole practice in memory between January and April.
What usually goes wrong
Nothing tells you what is actually next
Five systems, five inboxes, and the real answer sitting in a notebook. The work you forget is the work nobody else was going to catch.
Chasing clients is the whole job
Documents, signatures, organizers, payment. Each one is a separate follow-up you personally have to remember to send.
Per-seat pricing punishes you twice
You pay a full seat at every vendor for the one person using it, and you get the enterprise version of a problem you do not have.
The modules that matter most here
All 18 are on every seat. These are the ones solo practitioners tend to live in.
Dashboard
The screen you actually want at 8am, built out of the widgets you pick.
Pipeline
Where every return is, without asking anyone.
Documents
Every client document, filed before you touch it.
Signatures
8879s signed and back in the file, without a second vendor.
Time & Billing
From the timer to the deposit, without rekeying anything.
One seat, every module, $129 a month. No minimum, no tier that withholds the thing you need, and nothing to integrate at two in the morning.
Not quite your firm?
Ready to retire the stack?
One plan for the whole practice — $129 per seat, every Practice module included. Start your free trial today; migration support from your current tools comes standard.
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