Accounting Workflow System (AWS) Pricing

Save with annual

AWS Single

$2,999Year
Single User
AWS Tax Pipelines
(up to 3)
AWS Tax Activity Sets
(up to 3 per Pipeline)
AWS Automation
(up to 3 Zaps, up to 300 tasks/mo)
AWS Digital Engagement Letters for PandaDoc
(up to 3)
AWS Digital Organizer for Wordpress
Acuity Calendars with Intake
(up to 3)
Also required, a paid account for the following:

Insightly "Professional"

PandaDoc "Business"

Mailchimp (any level paid)

Acuity Scheduling "Emerging"

and other applications as needed.
Additional tasks will be charged monthly at $0.05/task.
Addl. users upgrade >>>

AWS 5

$5,999Year
Up to 5 Users
AWS Tax Pipelines
(up to 5)
AWS Tax Activity Sets
(up to 5 per Pipeline)
AWS Automation
(up to 5 Zaps, up to 500 tasks/mo)
AWS Digital Engagement Letters for PandaDoc
(up to 5)
AWS Digital Organizer for Wordpress
Acuity Calendars with Intake
(up to 5)
Also required, a paid account for the following:

Insightly "Professional"

PandaDoc "Business"

Mailchimp (any level paid)

Acuity Scheduling "Emerging"

and other applications as needed.
Additional tasks will be charged monthly at $0.05/task.
Addl. users upgrade >>>

AWS 10

$9,999Year
Up to 10 Users
AWS Tax Pipelines
(up to 10)
AWS Tax Activity Sets
(up to 10 per Pipeline)
AWS Automation
(up to 10 Zaps, up to 1000 tasks/mo)
AWS Digital Engagement Letters for PandaDoc
(up to 10)
AWS Digital Organizer for Wordpress
Acuity Calendars with Intake
(up to 10)
Also required, a paid account for the following:

Insightly "Professional"

PandaDoc "Business"

Mailchimp (any level paid)

Acuity Scheduling "Emerging"

and other applications as needed.
Additional tasks will be charged monthly at $0.05/task.
Addl. users $29/mo/user

All plans include installation and configuration of AWS templates, automations, and configuration of general and required setup of each app and integration, ongoing updates, and world class dedicated support via Slack. We will train you and your staff to ensure successful use and retention. We require you to authenticate each app upon setup. Setup time varies, but is generally within a couple of weeks.

Setup is generally completed in about 24-48 hours, depending on our timely receipt of logins and account credentials, our availability and yours. 

All applications are required to be licensed and paid directly by your firm. We require a 12 month commitment on all plans with automatic renewal on the anniversary of your subscription. You may cancel prior to your annual subscription renewal and your subscription will remain active until its expiration date. If you are paying monthly, you will still be responsible to pay the remaining payments in your term. Refunds are not issued under any circumstances.