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Your practice, online and ready for clients.

For tax, legal, accounting, medical and consulting offices — a professional web presence with intake forms, secure document upload, booking and CRM, all set up and connected for you.

Get the Practice Suite See plans ↓
A professional practice online and intake-ready
$59/mo + $199 setup
IntakeForms & document upload
Booking& CRM pipeline
DoneSet up for you
A client-ready professional practice
Built for client-based practices

Everything a client-facing office needs.

Stop stitching together a website, a forms tool, a scheduler and a CRM. The Practice Suite Kit hands your practice a complete, connected front office — professional, secure, and ready to take on clients from day one.

  • ✓Professional website & email on your own practice name.
  • ✓Client intake forms with secure document upload, built in.
  • ✓Online booking & CRM pipeline to manage every client and lead.
Set Up My Practice
What's included

A complete front office, connected

Practice website

A polished site on your own domain, set up and ready to launch.

Professional email

Credible email at you@yourpractice.com for the whole office.

Client intake forms

Custom intake forms that capture what you need, securely.

Secure document upload

Clients send sensitive documents through a protected portal.

Online booking

Let clients book appointments without the phone tag.

CRM pipeline

Track every client and lead from first contact to follow-up.

Plans for every practice

Choose the right fit for your office

Solo or multi-office, we configure and connect everything for you.

Solo Practice
1 practitioner · full suite
$59/mo

Everything a solo professional needs to go intake-ready.

Choose Solo
Most popular
Group Practice
Up to 5 staff · shared CRM
$99/mo

Email, booking and CRM for a small team in one place.

Choose Group
Multi-Office
Unlimited staff · advanced setup
$149/mo

Scale the suite across a larger or multi-location practice.

Choose Multi-Office

All plans include a one-time $199 setup — we build, connect and configure your domain, email, forms, booking and CRM. Prefer a general launch instead? See the Fast Launch Business Kits.

For professionals who bill by the hour

Less admin, more billable time

★★★★★

"Clients book and send documents online now. I got hours back every week."

— Tax preparer
★★★★★

"Looking professional from day one mattered. The intake forms feed straight into my CRM."

— Independent attorney
★★★★★

"They set up the whole thing — website, email, booking, CRM. I just started seeing clients."

— Therapy practice owner
Before you sign on

Practice Suite questions, answered

Who is the Practice Suite Kit for?

Any client-based practice — tax, legal, accounting, medical, therapy, consulting — that needs a professional online front office.

Is client document upload secure?

Yes. Clients upload sensitive documents through a protected portal, not email attachments.

What's the $199 setup for?

Our team builds and connects everything — website, professional email, intake forms, booking and CRM — so you don't have to.

Can it grow with my practice?

Yes. Move from Solo to Group or Multi-Office as you add staff and locations, with no rebuild.

How is this different from the Fast Launch Kits?

The Practice Suite is tailored to client-based professional practices, with intake, document upload and booking front and center.

Open for clients, faster

Get your practice online and intake-ready.

Website, email, forms, booking and CRM — built and connected for you. Get started today.

Get the Practice Suite