The Right Systems for Every Stage of Growth.
One Gemcore platform, three packages. From getting organized to leading with intelligent systems — built for where your firm is and where it's going.
All prices in US dollars · Annual billing saves two months.

Ruby
Get Organized.
Independent tax preparers
Organize the tax business and establish its operating foundation — every client, return, and appointment in one place.
- One-time setup
- $500
- Annual subscription
- $970/year
- Annual savings
- 2 Months Free
Includes
- Diamond CRM™
- Diamond Tax Client Pipeline™
- Diamond Lead Engine™ — Basic
- Calendar & appointment booking
- Lead forms & contact management
- Basic SMS & basic email
- Appointment confirmations & reminders
- Basic lead nurture
- Basic dashboard
- Mobile access
- System training
- Diamond Academy™
- Tax Software
No checkout · we confirm details on your demo

Jade
Automate Your Growth.
EROs & growing tax offices
Automate client acquisition, follow-up, retention, and reactivation — add structure as you add people and volume.
- One-time setup
- $1,000
- Annual subscription
- $1,470/year
- Annual savings
- 2 Months Free
Includes
- Everything in Ruby
- Diamond AI Front Desk™
- Diamond Lead Engine™ — Advanced
- Diamond Document Chase™
- Missed Call Text Back
- No-Show Recovery & advanced nurture
- Diamond Reactivation Engine™
- Diamond Reputation Engine™
- Diamond Referral Engine™
- Smart Lists & advanced pipeline automation
- Marketing campaigns
- Management dashboard
- Website/funnel integration
- Team notifications
- Diamond Academy™
- Tax Software
No checkout · we confirm details on your demo

Black Diamond
Lead with Intelligent Systems.
Established tax firms
Create a technology-driven tax firm that is less dependent on the owner — intelligent routing, accountability, and reporting across every preparer.
- One-time setup
- $2,000
- Annual subscription
- $2,470/year
- Annual savings
- 2 Months Free
Includes
- Everything in Ruby & Jade
- Diamond AI Front Desk™
- Diamond Tax Knowledge AI™
- AI website chat & AI SMS conversations
- AI lead qualification & intelligent lead routing
- Advanced workflows
- Team Accountability Center™
- Diamond Command Center™
- Advanced reporting & advanced reactivation
- Executive dashboards
- Priority support
- Quarterly optimization
- Diamond Academy™
- Tax Software
No checkout · we confirm details on your demo
What's in each package.
A side-by-side look at the capabilities in Ruby, Jade, and Black Diamond. Diamond AI Front Desk™ starts in Jade; Black Diamond includes everything in Jade plus its intelligent-systems layer.
| Capability | |||
|---|---|---|---|
| Core systems | |||
| Diamond CRM™ | |||
| Diamond Tax Client Pipeline™ | |||
| Calendar & appointment booking | |||
| Lead forms & contact management | |||
| Basic SMS & basic email | |||
| Appointment confirmations & reminders | |||
| Basic lead nurture | |||
| Basic dashboard | |||
| Mobile access | |||
| System training | |||
| Lead engine | |||
| Diamond Lead Engine™ — Basic | |||
| Diamond Lead Engine™ — Advanced | |||
| Automation & growth | |||
| Diamond AI Front Desk™ | |||
| Diamond Document Chase™ | |||
| Missed Call Text Back | |||
| No-Show Recovery & advanced nurture | |||
| Diamond Reactivation Engine™ | |||
| Diamond Reputation Engine™ | |||
| Diamond Referral Engine™ | |||
| Smart Lists & advanced pipeline automation | |||
| Marketing campaigns | |||
| Management dashboard | |||
| Website/funnel integration | |||
| Team notifications | |||
| Intelligent systems & leadership | |||
| Diamond Tax Knowledge AI™ | |||
| AI website chat & AI SMS conversations | |||
| AI lead qualification & intelligent lead routing | |||
| Advanced workflows | |||
| Team Accountability Center™ | |||
| Diamond Command Center™ | |||
| Advanced reporting & advanced reactivation | |||
| Executive dashboards | |||
| Priority support | |||
| Quarterly optimization | |||
| Included with every package | |||
| Diamond Academy™ | |||
| Tax Software | |||
Features and availability vary by package.
Diamond AI Front Desk™ is included starting with Jade; Diamond Tax Knowledge AI™, AI website chat & SMS, and AI lead qualification & intelligent routing are included with Black Diamond. Diamond Academy™ and Tax Software are included with every package. We'll confirm exactly what fits your firm — and what's available now — on your demo.
Get a recommendation tailored to your firm.
Book a walkthrough and we'll map your team and volume to the right package — with a live look at what's available today.
