Packages

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.

Launch
Ruby logo

Ruby

Get Organized.

Independent tax preparers

Organize the tax business and establish its operating foundation — every client, return, and appointment in one place.

$97/month
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
Request RUBY Demo

No checkout · we confirm details on your demo

Built for Growth
Grow
Jade logo

Jade

Automate Your Growth.

EROs & growing tax offices

Automate client acquisition, follow-up, retention, and reactivation — add structure as you add people and volume.

$147/month
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
Request JADE Demo

No checkout · we confirm details on your demo

Scale
Black Diamond logo

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.

$247/month
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
Request BLACK DIAMOND Demo

No checkout · we confirm details on your demo

Compare packages

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.

CapabilityRuby markRubyLaunchJade markJadeGrowBlack Diamond markBlack DiamondScale
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
Included Not in this package

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.

Start with a 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.