Choose Your Growth Path
Transform your accounting practice with our proven 3-tier system designed for the AI era
Capacity Engine Lite™
Foundation for CAS growth
- AI-powered workflow automation
- Basic client advisory templates
- Up to 25 active clients
- Monthly performance reports
- Email support
Perfect for firms just starting their CAS journey. Includes foundational tools, basic automation, and essential advisory frameworks to build your capacity engine.
CAS Launch & Delivery System™
Complete CAS transformation
- Everything in Lite, plus:
- Advanced AI analytics & forecasting
- Full advisory service templates
- Up to 100 active clients
- Weekly strategy sessions
- Priority phone & chat support
- Custom branding options
The complete solution for firms ready to scale. Includes advanced automation, comprehensive advisory frameworks, strategic guidance, and dedicated support to transform your practice.
CAS Demand & Growth Engine™
Enterprise-grade growth system
- Everything in Launch & Delivery, plus:
- Full marketing automation suite
- Client acquisition campaigns
- Unlimited active clients
- Daily coaching & strategy calls
- Dedicated success manager
- White-label solutions
- API access & integrations
The ultimate growth engine for established firms. Includes everything needed to dominate your market: full marketing automation, client acquisition systems, and enterprise-level support.
Compare All Features
See what's included in each tier
| Features | Lite | Launch & Delivery | Growth Engine |
|---|---|---|---|
| AI Workflow Automation | |||
| Active Client Limit | 25 | 100 | Unlimited |
| Advisory Templates | Basic | Full Suite | Full Suite |
| AI Analytics & Forecasting | |||
| Custom Branding | |||
| Marketing Automation | |||
| Client Acquisition Campaigns | |||
| Strategy Sessions | Monthly | Weekly | Daily |
| Support Level | Priority Phone & Chat | Dedicated Manager | |
| White-Label Solutions | |||
| API Access |
Frequently Asked Questions
Yes! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
We offer a 14-day free trial for all plans. No credit card required to start your trial.
We accept all major credit cards, ACH transfers, and wire transfers for annual subscriptions.
Yes! Contact our sales team for custom enterprise packages tailored to your firm's specific needs.
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