Choose who performs the work and which ERP license applies. Pricing is customized to your firm and approved service scope. Contact us for a proposal.
ProTax Services uses Connected Partner access, Private ERP is operated by your firm, and Hybrid combines the same Private ERP license with separately scoped ProTax services.
ProTax performs approved tax or bookkeeping work while your firm keeps a connected owner workspace.
1 owner seat. ERP access and services are quoted for your approved scope.
Your permitted team operates tax, bookkeeping, requests, and review in its private workspace.
5 total seats in the current Private ERP license.
Your firm works privately by default and approves selected engagements for ProTax support.
5 total seats, plus separately quoted services for each approved scope.
Firm users see only permitted work. Internal ProTax delivery roles are not included in the published firm-seat totals.
Compare workspace access and included seats. Pricing is provided in a custom proposal for your approved scope.
| Model detail | ProTax Services | Private ERP | Hybrid |
|---|---|---|---|
| ERP license | Custom pricing | Custom pricing | Custom pricing |
| Included firm seats | 1 owner seat | 5 total seats | 5 total seats |
| Who performs the work | ProTax within an approved scope | Your permitted firm team | Your firm by default; ProTax only for approved scope |
| Service pricing | Confirmed separately by scope; no client service price is published here | Not included in the ERP license | Separately quoted for each approved scope |
| New selection | Available | Available | Available |
| Data boundary | Firm, client, role & engagement scoped | Firm, client, role & engagement scoped | Firm, client, role & engagement scoped |
A higher license or service scope never expands access beyond the firm, client, role, and engagement permissions granted.
Pricing is customized to the approved scope, with Connected Partner access and 1 owner seat. It is not a public price for tax or bookkeeping work; service scope and fees are confirmed separately.
Private ERP pricing is customized for your firm and includes 5 total seats. Your permitted firm team performs the work inside its private workspace.
Hybrid offers custom Private ERP pricing with 5 total seats. ProTax services for approved engagements are quoted separately by scope.
No. Growth and Scale are legacy catalog names and are unavailable for new selection. Choose ProTax Services, Private ERP, or Hybrid for a new request.
No. Every model remains firm-, client-, role-, and engagement-scoped. License or service terms never bypass a data boundary.