Starter Beta
For solo operators and small practices.
Beta price
$0
Expected later: $19/user later
- Up to 5 beta users
- Core task workflow
- Client records
- Email support
Private beta for tax teams
Know who's overloaded. Know what's stuck.
getAssignly gives tax teams real-time visibility into assignments, bottlenecks, workload imbalance, and deadlines.
Firm workspace
Tax team dashboard
Workload, bottlenecks, and deadlines in one view
Read-only preview
Fake data, no edits
Prep
5 tasks
38%Bottleneck
Assigned
4 tasks
31%Healthy
Review
1 task
8%Needs attention
Pipeline health
QueueIdle
PrepBottleneck
ApprovedIdle
13 total tasks
5 in preparation
2 deadlines need attention
Dashboard view
A daily command center for tax teams.
The dashboard explains who owns the work, which stages are idle or overloaded, and what deadlines need attention. It keeps the tax team focused on the next decision instead of chasing status updates.
Workflow path
Live1Capture the client request
2Create the project and tasks
3Assign owners and reviewers
4Track blockers and deadlines
5Export clean work history
Workflow
Less chasing. More clean execution.
The product is intentionally simple: capture the work, assign it clearly, discuss it in context, and keep a reliable record. Stripe and billing can come later. The workflow needs to feel right first.
Deadline visibility
Contextual team notes
Project and task structure
Controlled workspace access
Beta plans
Free while the product is in beta.
Choose the level that matches your team today. These are beta access tiers, not paid subscriptions yet.
Firm Beta
For teams that need shared visibility.
Beta price
$0
Expected later: $39/user later
- Up to 25 beta users
- Roles and permissions
- Analytics overview
- Imports and exports
Scale Beta
For multi-team firms preparing for growth.
Beta price
$0
Expected later: Custom later
- Unlimited beta seats
- Advanced audit history
- Workflow review
- Priority onboarding
No card required