Client Credits are a consumption-based pricing model that let firms pay only for the clients who use Tax Workflow Automation features. A single credit unlocks unlimited usage of the related feature set for one client during your subscription period.
Client Credits apply to:
AI-generated Questionnaires
AI Questionnaire Pre-fill (Respond with AI)
AI-generated Document Checklists
Smart Tax Delivery
Required Plan, License, and Permissions
Available to firms using Tax Workflow Automation tools.
All firms receive 5 free Tax Workflow Automation credits.
Why This Matters
Tax Workflow Automation credits give firms predictable, flexible, usage-based access to Smart Intake and Smart Tax Delivery.
Table of Contents
How Client Credits Work
Credits are assigned per client, not per action. Once you apply a TWA credit to a client, that client gets unlimited use of every feature in Tax Workflow Automation for the rest of your subscription period, at no extra cost.
Tax Workflow Automation Credits
Applying this credit unlocks unlimited Smart Intake and Smart Tax Delivery actions for that client, including:
Creating an AI-generated questionnaire
Converting a document to a questionnaire using AI
Creating an AI-generated document checklist
Enabling Respond with AI (AI Pre-fill) in Questionnaires
Using a document to pre-fill a Smart Tax Delivery using AI
Where to View Credit Balances
The Credit Availability shows in these areas:
Account Management page in Settings
On the modal when generating a Questionnaire with AI
On the modal when generating a Document Checklist with AI
In the Task Template when generating a Document Checklist or Questionnaire with AI
On the modal when creating a Tax Delivery
How to Purchase Credits
Navigate to Profile icon > Settings.
Select Account Management from the side menu.
Scroll to the Tax Workflow Automation section.
Click Purchase credits.
Enter the number of credits to purchase (minimum 25).
Review the Terms of Use.
Click Continue to complete the purchase.
Note: Credit purchases renew with your subscription cycle.
When Credits Are Applied
A credit is applied to a client as soon as a task is created that includes a Smart Intake AI feature (a questionnaire or document checklist with Generate with AI toggled on) or a Tax Delivery.
This holds whether the questionnaire or checklist is added directly to a task or included in a task workflow or task template — if it’s part of a template, no credit is used until that template is applied and the task is created.
Credits are tied to individual clients.
You won’t use additional credits for other Smart Intake AI actions or Tax Deliveries for that same client during your current subscription period.
Example
Send a client a Tax Delivery (using 1 credit), and that client now has a Tax Workflow Automation credit applied for the remainder of your subscription period. You can then use any Smart Intake AI feature, or send additional Tax Deliveries, to that same client at no extra cost for the rest of the subscription period.
Subscription Renewal
On your subscription renewal date:
Credits reset, and
You will need to reapply credits to clients as you use Tax Workflow Automation.
What happens when I run out of credits?
You will not be able to apply a task template using AI features or create a tax delivery if you run out of credits. Head to Settings > Account Management to purchase more credits.
Frequently Asked Questions
Q: What is the difference between Smart Intake and Tax Workflow Automation?
Tax Workflow Automation is the umbrella term that covers both Smart Intake (AI questionnaires, AI document checklists, etc.) and Smart Tax Delivery (using a document to pre-fill a Smart Tax Delivery with AI). Both are included under a single Tax Workflow Automation credit.
Q: Will I use a credit even if the client doesn’t sign the Tax Delivery?
Yes. Credits are consumed at creation time.
Q: Will I use a credit even if the client doesn’t complete the questionnaire?
Yes. Credits are applied at questionnaire creation or when AI actions are used.
Q: How will I know if a credit is being consumed?
A notification will pop up indicating whether or not a credit is being used. You can also filter clients in the tasks list by credits applied.
Q: Can I roll over unused credits?
No. You must purchase new credits upon your account renewal date.
Q: What happens when I run low on credits?
You’ll see clear prompts in Account Management and during send actions to purchase more.
Q: Is this a price increase?
No. Client Credits provide flexible, usage-based access and extend across Tax Workflow Automation features.
Summary
Client Credits give firms transparent, scalable access to Smart Intake and Tax Delivery. A single credit unlocks unlimited use for a client for the duration of your subscription—making costs predictable and workflows efficient as your firm grows.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.