Starter
For a small practice getting its personal tax work off spreadsheets and email.
- Client portal and guided return intake
- Checklist-driven document collection
- Case workspace with review and approval
- Revenue Jersey submission
- Email support
Plans
One dedicated instance per firm, whatever the size of your practice
The plans below are indicative. What a practice pays depends on how many clients it puts through the portal each year, so we agree it with you after the demo rather than guessing on a web page.
Most practices
Practice
For a firm running a full personal tax season with a preparer and reviewer split.
- Everything in Starter
- Prior-year comparison and appeals
- Practice-wide reports
- Higher client volume
- Priority support during the filing season
Enterprise
For larger firms with their own security, retention or reporting requirements.
- Everything in Practice
- Agreed backup and retention arrangements
- Security review and documentation support
- Named contact and onboarding assistance
- Support arrangements agreed with you
Every plan includes
- A dedicated instance of the platform, not a shared tenancy
- Your own database, separate from every other firm
- Your own subdomain at yourfirm.jerenta.com
- Full white-label branding: name, logo, colours and contact details
- Invitations and role-based access for clients, preparers, reviewers and administrators
- Documents encrypted at rest and an audit log of who did what
- Hosting in the UK and EU, and TLS on your subdomain
- Platform updates and maintenance handled by us
There is no public sign-up. Every instance is provisioned by us for a named firm, which is what keeps one firm's data on its own database and its own service.
Get a quote for your practice
Tell us roughly how many personal tax clients you look after and we will come back with a number.