STEP 1 OF 6Choose your system
Pay securely through Square, then return here with your receipt number to begin your build questionnaire.
BRANDED DASHBOARD$1,497
One beautiful, organized place to manage your tax office.
- Custom branding and domain connection
- Secure dashboard and client database
- Manual Client Workflow tracking
- Custom intake, documents and client portal
- Two revision rounds and final handoff
Pay $1,497 with Square ↗MOST POPULAR · BEST VALUEAUTOMATED COMMAND CENTER$2,497
The complete dashboard plus connected workflows that help move clients forward.
- Everything in the Branded Dashboard
- Automated workflows and reminders
- Text and email integrations
- Payment and e-signature integrations
- Templates and team permissions
Get the Command Center ↗ Paid in full before work begins. Afterpay may be available inside Square for eligible purchases.
No monthly fee to SevenEighteen after setup.Your customized portal is 100% yours to operate. You retain full ownership of your domain, connected accounts, branding and business data. Ongoing provider costs—such as hosting, domain renewal, texting, email, storage, payment processing and e-signatures—are paid directly by your business.
Already paid? Continue below.Enter the information exactly as it appears on your Square receipt.