Cloud Packages

Choose the Cloud package that works for your business

All Expert Tax modules are included in the Basic Cloud package at no additional cost.

Basic

Data storage with security tools included with every purchase
Free

Data storage up to 50GB.

Unlimited search for customer records.

Two-factor authentication

Encryption of personally identifiable information.

Personalized password

Audit log report up to 1 year

Premium

For businesses who need to comply with isolation and uptime policies
Contact us

Data storage up to 250GB.

Isolated data with dedicated IT resources.

Automatic failover.

12-month backup retention.

Up to 120 concurrent users.

Restoration on time for up to 35 days.

Custom Single Sign-On

For businesses that need to comply with security policies with SSO
Contact us

Implement frequent password changes

Leverage the latest standard authentication protocols

Enforce strict password policies

Define roles and limit access to authorized users.

Cloud

Compare benefits of each plan

Basic
For small teams and individual preparers
Teams
For small and medium-sized teams to work together efficiently
Premium
For businesses that need to comply with isolation and uptime policies
Premium+
For businesses that need to comply with isolation and uptime policies
Unlimited search for customer records.
Administrative portal to manage users and licences.
Associate one or more specialists to a single user.
Encryption of all personally identifiable information.
Technical support.
Daily database backups.
Data storage.
up to 50GB
up to 100GB
up to 250GB
up to 250GB
Two-factor authentication.
Personalised password and privacy policy.
Customized user groups.
Assign clients to users and/or user groups.
Active Directory synchronisation (Office 365 support).
Audit trail report.
Isolated data with dedicated IT resources.
Automatic failover.
< 30 min.
< 30 min.
Restoration to the point in time.
up to 10 days
up to 35 days
Backup retention.
up to 3 months
up to 12 months
Concurrent users.
up to 90 users
up to 120 users

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