Every plan includes unlimited staff logins. Add your preparers, admins, and seasonal help without watching the bill climb.
Built for solo CPAs and very small practices.
Built for growing firms with a team and a larger client book.
Built for established firms ready to replace a stack of disconnected software.
Built for large and multi-office firms running at scale.
No feature tiers, no add-ons, no upgrade prompts buried in the app. The software is identical at every price. What changes as you move up is the size of your client book and how much of our time comes with it.
A filing season is the only real test of practice management software. Your first year is a 12-month commitment, billed monthly and protected by our 30-day money-back guarantee.
Continue month to month and cancel anytime, or prepay annually and save 15%.
Past this point we'd rather talk than quote. A firm that size needs a plan built around its actual season — and we want to be sure we can serve it properly before we take it on. Tell us what your year looks like.
No. Every plan includes unlimited logins for your entire team. You pay based on the size of your client book — not your headcount.
No. Every plan includes the full product: organizers, portal, workflows, e-signature, and everything else.
Larger plans simply include more hands-on support. We'll gate our time. We won't gate yours.
An individual or entity you prepare for. A married couple filing jointly counts as one client.
When you reach your plan limit, we'll ask you to upgrade before adding more.
No. Helm runs everything around the return — onboarding, organizers, documents, pricing, e-signature, and workflow.
You keep preparing returns wherever you do today.
In our own firm, five subscriptions — saving us about $20,000 in the first year.
Helm replaces the separate tools many firms use for portals, e-signature, forms, document storage, and CRM.
No. We offer a 30-day money-back guarantee instead.
Put Helm to work in your firm. If it isn't right for you, let us know within 30days and we'll refund you in full.
The first year is a 12-month term, billed monthly. Your 30-day money-back guarantee gives you time to make sure Helm is right for your firm.
After the first year, you're month to month — or prepay annually and save 15%.
It's yours. Your documents and client records can be exported, and your firm's data is stored in its own isolated database.