Transparent Pricing for Firms Ready to Run Leaner
One platform. One bill. No hidden modules. If your firm is currently running Canopy or TaxDome plus a separate document portal and billing tool, the math works in your favor. See the breakdown below.
Starter
Firms getting off spreadsheets and legacy tools. Core practice management without the complexity.
Billed monthly
- Client management
- Document storage (5 GB/user)
- Time & billing
- Invoicing
- Client portal
- Email support
Professional
Growing firms that want the full platform — AI features, advanced reporting, and a client portal that actually converts.
Billed monthly
- Everything in Starter, plus:
- E-signatures
- Workflow automation
- Document storage (10 GB/user)
- Custom fields
- Engagement management
- Read-only API ($29/mo add-on)
- Priority email support
Enterprise
Multi-office firms, firms with API integration needs, or practices requiring dedicated onboarding and priority support.
Billed monthly
- Everything in Professional, plus:
- Unlimited storage
- Multi-office support
- Custom branding
- Full API + MCP ($79/mo add-on)
- AI Agent seats
- SSO (coming soon)
- Dedicated support
- pw CLI tool access
All plans include a 14-day free trial. No credit card required.
Feature Comparison
| Feature | Starter$49/mo | ProfessionalMost Popular$99/mo | Enterprise$149/mo |
|---|---|---|---|
| Client Management | |||
| Client records | |||
| Client groups | |||
| Client portal | |||
| Custom fields | — | ||
| CRM / Lead management | — | ||
| Documents & Storage | |||
| Document storage | 5 GB/user | 10 GB/user | Unlimited |
| Document folders | |||
| E-signatures | — | ||
| Document requests | |||
| Document preview & annotations | — | ||
| Billing & Invoicing | |||
| Time tracking | |||
| Invoicing | |||
| Online payments (Stripe) | |||
| ACH payments | |||
| Engagement management | — | ||
| Billing scheduler | — | ||
| AI Features | |||
| AI credits included | 150/user/mo | 300/user/mo | 500/user/mo |
| Annual credit bonus | +25% | +25% | +25% |
| ACH bonus credits | +75/mo | +125/mo | +175/mo |
| Credit pack purchases | |||
| AI Agent seats | — | — | Add-on |
| Integrations | |||
| Email integration | |||
| Calendar sync | |||
| Read-only API | — | Add-on | |
| Full API + MCP | — | — | Add-on |
| pw CLI tool | — | — | |
| SSO (SAML) | — | — | Coming soon |
| Workflow & Automation | |||
| Workflow automation | — | ||
| Recurring schedules | |||
| Automation rules | — | ||
| Support & Administration | |||
| Email support | |||
| Priority support | — | ||
| Dedicated support | — | — | |
| Multi-office | — | — | |
| Custom branding | — | — | |
| Start Free Trial | Start Free Trial | Contact Sales | |
Scroll horizontally to see all plans
PracticeWings Pays for Itself Before Lunch
Most firms are already paying $150–$230/user/month across tools that barely integrate. Here's what the math actually looks like.
| Tool | Monthly Per User | What It Does |
|---|---|---|
| Canopy (Professional) | $99–$149/user | Practice management + limited portal |
| SmartVault (Business) | $50–$80/user | Document storage + client portal |
| Separate billing tool | $20–$40/user | Time tracking + invoicing |
| Total (current state) | $169–$269/user | Three tools, three logins, three problems |
| PracticeWings Professional | $99/user | Everything above, plus AI |
| Your savings | $70–$170/user/month | And your team gets hours back |
A 5-person firm on Professional saves $350–$850/month compared to the Canopy + SmartVault combo. That's $4,200–$10,200/year — before the AI productivity gains.
Pricing reflects Canopy Professional + SmartVault Business + a standalone billing tool. Firms currently on Canopy Essentials, TaxDome, or a single-tool setup should run a custom comparison. We're not cheaper for every configuration — we're the right fit if you've outgrown your current stack or if you're running three tools to do one job.
Add-ons
Extend your plan with additional capabilities.
API Access (Read-Only)
$29/mo
Professional plan required
API + MCP Access (Full)
$79/mo
Enterprise plan required
AI Agent Seats
Same as tier price per seat
Enterprise plan required
AI Credit Packs
Need more AI credits? Purchase credit packs anytime. Credits never expire.
50
credits
$5
175
credits
$15
425
credits
$35
950
credits
$75
2,000
credits
$150
2,750
credits
$195
Ready to Stop Paying for Tools That Don't Talk to Each Other?
Start a free 14-day trial — no credit card, no sales call required. The full platform is yours to explore. If you want a guided walkthrough with a practitioner who knows your workflow, book a demo instead.
PracticeWings is built and supported by a team that includes CPAs. We understand the work because we've done it.