Bring CRM, tax workflow, bookkeeping, secure client collaboration, automation, reporting, white-label operations, and BRYCE AI into one connected practice platform.
No payment is required to join the waitlist. Public Apex checkout is not currently enabled.
Practice Command Center
Apex Tributum
Clients
248
Open Tasks
36
Documents
1,284
Workflows
18
Unified Operations
CRM, tax, bookkeeping and client work in one operating view.
Controlled Access
Tenant-aware workflows, audit patterns, and secure client collaboration.
One Connected Practice Platform
Apex is being strengthened with mature CRM, accounting, automation, communications, reporting, white-label, and operational infrastructure while remaining purpose-built for tax and bookkeeping firms.
Leads, contacts, clients, pipelines, notes, tasks, appointments, staff assignments, search, scoring, and activity history.
Taxpayer profiles, tax years, organizers, documents, deadlines, review stages, notices, billing status, and preparation progress.
Accounts, transactions, vendors, expenses, bills, journals, periods, reconciliation, general ledger, trial balance, P&L, and balance sheet.
A connected client experience for documents, secure messages, appointments, payments, status, requests, signatures, and next steps.
Apex AI assistance designed to support controlled, auditable workflows across CRM, tax, bookkeeping, and practice operations.
Triggers, notifications, repeatable processes, operational automation, integration patterns, and team coordination.
CRM Foundation
Leads, contacts, client records, pipelines, activities, tasks, appointments, staff assignment, search, scoring, and lifecycle visibility form the operational foundation beneath tax, bookkeeping, documents, communications, and client workflow.
Bookkeeping
The bookkeeping roadmap includes client workspaces, chart of accounts, transactions, vendors, expenses, bills, double-entry journals, accounting periods, reconciliation, general ledger, trial balance, profit & loss, balance sheet, exports, audit history, and BRYCE-assisted workflows.
Capabilities are being migrated and validated in stages. Beta availability will be labeled Available, In Beta, In Development, or Planned.
Enterprise-minded operations
Apex brings tenant-aware CRM patterns, audit logging, module gating, reporting, usage controls, integration infrastructure, secure client collaboration, and operational workflows into the same platform direction.
Practice and client data patterns
Operational history and controlled workflows
Documents, messages, status and requests
Customer-owned third-party services where practical
Planned Pricing
Pricing is informational while Apex prepares for controlled beta. Public subscription checkout remains disabled.
Starter
$29/mo
Growth
$49/mo
Pro
$79/mo
Elite
$99/mo
White-Label
$199/mo
Self-Employed
$49/mo
Small Business
$69/mo
Growth
$99/mo
Business
$149/mo
White-Label
$299/mo
Enterprise
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Professional Beta
Selected Professional Beta participants are planned to receive 50% off the applicable regular Professional CRM subscription during beta. White-label is not automatically discounted. Exact beta plan mapping will be confirmed before checkout opens.
Detailed plan feature allocation will be finalized before public beta checkout opens.
Optional Growth Add-Ons
$5 / seat / month
Add team seats beyond the plan allowance.
$10 / business / month
Support additional businesses or locations under the account.
Pricing TBD
Planned Telnyx-first communications add-on with separate provider and usage economics.
Pricing TBD
Optional publishing and approved marketing workflow capabilities.
Pricing TBD
Optional local audience and campaign capability; advertising spend remains separate.
Third-party services such as QuickBooks, Gusto, DocuSign, Slack, phone/SMS providers, and advertising platforms may require customer-owned accounts and separate provider or usage charges.
Tax Filing Status
Apex Tributum's CRM, bookkeeping, portal, workflow, and practice-management capabilities are being developed and tested independently of the government e-file approval process.
Production electronic tax filing through Apex Tributum will not be enabled until all required government testing, authorization, and production-readiness requirements are completed.
We are collecting names now for controlled beta invitations. Joining the list does not create a subscription or promise immediate access.