/office (NOT per User)

Unlimited Users.
Unlimited e-signatures.
Document Storage Included.

A single low, predictable expense.

Adding users? $0
Adding clients? $0
Adding documents? $0
Using e-signatures? $0

Tired of having to contact your practice manager every time you add or remove a user? Being forced to merge contacts of carefully count how much storage you use? Paying every time you use e-signatures?

Those days are over! At Pacesetter, we understand you want to spend your time managing your firm, not managing your firm software. Our simple, up front, all inclusive pricing model let's you get back to what is important. It also creates a single, predictable, reliable expense.

How much will you save?


Schedule appointments, assign them to a specific employee and location and configure them to recur annually

Receive in-app or email notifications when a client uploads their tax documents

Communicate directly with clients via chat or messaging to ask or answer questions or request info

Send push notifications if info is missing, a client’s return is complete, or payment is due

Collect payment more quickly and without sending paper invoices–clients can’t download their return until they’ve paid

Add notes on client records to share pertinent info with colleagues

Deliver exceptional digital-first customer experience that puts you ahead of the pack

Simple Pricing

A single all inclusive plan
$ 199 Monthly
  • Unlimited Users
  • Unlimited e-signatures
  • Secure Document Storage
  • Every feature enabled

In a consumer’s mind, you’re only as good as their last interaction with you. Our secure, white-labeled app puts your practice at your clients’ fingertips and makes working with your firm clear and frustration-free.

Your clients can:

Run a more productive and profitable practice
while cutting down on manual admin

No more bottlenecks or to-dos that don’t get done. Take your manual workflow processes digital and get your team working smarter vs. harder.