You account.
We run the rest.

Per-user pricing on those three lands a typical 7-staff firm at $525-$950/month (Karbon Business $623, TaxDome Pro $525, Canopy Pro ~$700-$950). The Practice tier here is $349/month flat for up to 5 users, $749 (Firm) for up to 15. We win at every size, and we ship features none of those three have together — SARS-aware auto-deadlines, multi-tab Monthly Work, pre-submission magic-link approvals, change requests with proof.

CSV import, done by us during your onboarding call. We have export templates for Karbon, TaxDome, Canopy, Pixie, BrightManager and Excel. You bring the CSVs, we do the mapping. Most firms are fully off their old platform within 7 days, with parallel-run for 30 days if you want belt-and-braces.

You. Always. Each firm gets its own dedicated Airtable base — we're infrastructure, not a marketplace. Export anytime in standard formats (CSV, JSON). You're never locked in. POPIA + GDPR compliant on the data layer.

Two tiers. Light white-label is automated and free — paste your logo URL + brand colours in Settings, the portal re-skins itself everywhere instantly. Your clients see your firm's brand, never ours. Full white-label (your custom domain, custom email sender domain, FreedomOS mentions removed) is a $199 one-time setup fee. Light is enough for most firms to start; upgrade to Full when you're ready.

No — Telegram is your internal ops layer alone. You and your team get pings when a client decides on an approval, uploads a doc, or raises a change request. Your clients use the portal — branded as your firm — to approve submissions, see invoices, upload docs, request changes. They never need Telegram; you stay on top of everything from your phone.

Full Microsoft Graph integration. We help you set up the Mail.Send Application permission in your Microsoft 365 tenant during onboarding (15 minutes, one-time). After that, every email the portal sends comes from the actual logged-in staff member's mailbox — Wanda's emails come from wanda@yourfirm.com, not a generic system address. Inbox views in-portal too.

The deadline calendar is SARS-default at launch (since we built around a SA pilot firm). For UK / AU / US, we tweak the deadline rule set during onboarding. The rest of the platform — practice management, tax returns workflow, client portal, time tracking, Outlook, Telegram — is jurisdiction-agnostic. If you're outside SA, mention it on the form so we can quote your specific rules.

You move up. Solo (1 user · 30 clients) → Practice ($349, 5 users · 100 clients) → Firm ($749, 15 users · 300 clients) → Enterprise (custom). No silent overage charges, no surprise bills — when you need to upgrade, we have a 5-min call to confirm. The setup fee for upgrades is just the difference between tiers (e.g. Solo→Practice = $150 once, not $349 again).

Yes — anytime, with 30 days written notice. Notice can be given via PayPal or by emailing info@freedomhub.io. The 30 days run from when we receive notice; you keep full access during that window and any standard billing date inside it is charged at your normal rate. After the 30 days, no further charges. Data export available for 30 days after cancellation. The 30-day notice is standard B2B SaaS — it lets us close out your client work cleanly and avoid mid-month interruptions for your firm's clients.

It runs across every FreedomOS product, not just Accounting. When a business you introduce signs up and pays for their first month on any product (Coach, Accounting, Tourism, or any vertical), your next monthly invoice is automatically credited 25%. No cap, no expiry, runs as long as you're a customer. Important: credits only reduce future invoices — they never convert to cash, can't be transferred, and can't take an invoice below zero. Read the full terms →