Starting January 1st, 2024, we are excited to announce some significant changes to our pricing and packaging.
At Formations, we understand that your business is not just a venture but a passion you nurture daily. That's why we are constantly evolving to meet your evolving needs.
Starting January 1st, 2024, we are excited to announce some significant changes to our pricing and packaging. These changes are designed to offer you more flexibility, choice, and a tailored experience that aligns perfectly with your preferences and business requirements.
Why the Change?
The world of tax and accounting is evolving rapidly with technological advancements like AI, Machine Learning, and Big Data. While we believe in the power of technology to enhance your financial management, we also acknowledge that the nuances of your business may require human expertise and guidance. We firmly believe that self-employed business owners deserve the option to choose the level of interaction that suits them best.
Introducing Three New Plans
To cater to the diverse needs of our valued customers, we are introducing three new plans organized around the level of service and access to human support:
- Digital: Perfect for self-employed business owners comfortable interacting primarily with our software. You will have full access to the Formations proprietary playbook, educational resources, and our cutting-edge technology. Additionally, you can add access to experts on an as-needed basis if you like.
- Standard: Tailored for those who appreciate our software but can benefit from more human support and guidance. Your primary interaction point will still be the Formations product, and you'll enjoy recurring personal meetings with our Formations experts. Plus, you'll have unlimited access to your dedicated success team.
- Platinum: Ideal for self-employed business owners who need more human interaction than machine. This comprehensive package is designed to support complex businesses. While the Formations product remains your primary destination for financials, you'll also have a dedicated success manager, unlimited access to Formations experts, and additional services tailored to match your business's complexity.
What Remains Constant?
No matter which package you choose, you'll continue to enjoy full access to the Formations product, expertise, proprietary playbook, and educational resources. Our commitment to innovation remains unwavering, and we'll keep powering your journey with the latest technology trends, including AI, LLM, Machine Learning, and Big Data.
Simplicity is Key
In our pursuit of providing the best possible experience, we're streamlining our offerings to offer only three plans. This simplification is aimed at ensuring that you can easily find the perfect fit for your business.
* Limited to 2 reports per year; additional reports will be priced per report
** Purchased sessions must be used (scheduled) within 12 months of purchase. No rollover.
We are excited about these changes and the opportunity to serve you better. Stay tuned for more details on these plans, including pricing and additional benefits, as we approach January 1st, 2024.