Add-ons picked for the Tax & Accounting Workspace, surfaced right after you choose it.

• Become Digital Client Wishes Message — Easily collect and track special client requests or preferences, so you can deliver personalized service every time.
• Accountant Portal/White-Label — Offer a branded, client-facing portal for document sharing, status updates, and collaboration under your own identity.
• Custom PDF/Document Builder — Create fully customized, branded PDF documents for contracts, reports, proposals, or policies.

Available with any Tax & Accounting Workspace tier. No setup or activation fee. Third-party usage (SMS, WhatsApp, voice, AI, payment processing, cloud storage, and external APIs) is billed separately by the provider.