| Available tools and records |
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| Current member accessCurrent DocketMallow access is distinct from its planned tools. | Private member desk, saved business profile, and user-entered quarterly estimates available to signed-in members without a subscription. | Not established in this report. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | Not established in this report. [6][7] | Not established in this report. [8] |
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| Quarterly tax estimates and remindersMembers can save user-entered estimates for planning; automated reminders and calculations remain planned. | Signed-in members can save quarterly amounts they enter without a subscription. Automated reminders and calculations are planned and not usable yet. | Not established in this report. [1] | Year-end tax preparation is included on all plans; Premium adds expert tax preparation, filing, and year-round advice. Bookkeeping + Tax includes licensed professionals, up to four tax advisory calls yearly, and end-to-end business tax filing. [2][3] | A user review describes S-Corp tax support and tax services; these details are not independently verified as current. [5] | Not established in this report. [6] | Not established in this report. [8] |
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| Invoice tracking | Signed-in customers can save manual invoice records and update their status with an active, server-verified paid desk entitlement. DocketMallow does not generate invoices or sync with outside accounting or commerce services. | Invoicing is included with Essentials and above. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | Not established in this report. [6][7] | Not established in this report. [8] |
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| Payments and proposals | Not established in this report. | Payments and proposals are included with Essentials and above. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | Not established in this report. [6][7] | Not established in this report. [8] |
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| Contract management, templates, and document review | Practical contract templates are planned and not usable yet. | Contracts are included with Essentials and above. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | Legal document library; document review covers up to 10 pages per document. [6][7] | Not established in this report. [8] |
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| Business formation and state compliance | The state-by-state compliance checklist is planned and not usable yet. | Not established in this report. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | Business formation services are included with the cited Business Attorney Plan. [7] | Starter, Pro, and Premium formation packages are listed. Starter Worry-Free Compliance is free in year one and renews at $199/year; Pro includes one-day processing and Worry-Free Compliance. Starter and Pro formation renewal costs: Not established in this report. [8] |
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| Accounting automation and transaction handling | Not established in this report. | Not established in this report. [1] | Imports from Amazon, eBay, Shopify, Facebook, and more; automatically categorizes transactions including merchant fees, chargebacks, returns, and sales tax. [2] | A user review reports automated expense tracking, receipt and transaction categorization, and bookkeeping; not independently verified as current. [5] | Not established in this report. [6][7] | Not established in this report. [8] |
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| Financial statements and access | Not established in this report. | Not established in this report. [1] | Monthly financial statements and expense overviews, plus real-time financial access. [2][3] | Not established in this report. [4][5] | Not established in this report. [6][7] | Not established in this report. [8] |
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| Knowledge base and templates | Practical contract templates are planned and not usable yet. | Not established in this report. [1] | Not established in this report. [2][3] | Not established in this report. [4][5] | A legal document library is included. [7] | Not established in this report. [8] |
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| Onboarding and price terms |
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| Onboarding time or processing | Not established in this report. | Not established in this report. [1] | Owners are set up in minutes after connecting accounts and meeting the assigned bookkeeper. [3] | $199 setup scope is described. Onboarding duration: Not established in this report. [4] | Not established in this report. [6][7] | Standard processing takes 7–10 business days; rush processing adds $79. This is formation processing, not a general support response time. [8] |
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| Onboarding fee | Not established in this report. | Not established in this report. [1] | Included with plans. [2][3] | $199 one-time fee. It covers setup, agency registration, payroll-compliance setup, and year-to-date bookkeeping cleanup. Duration: Not established in this report. [4] | Included in the subscription price in the report matrix. [6][7] | Included, except the optional $79 rush-processing charge. [8] |
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| Published prices or billing termsExact tiers are shown only where the report supplies them; no DocketMallow price is listed. | Not established in this report. | Not established in this report. [1] | Exact plan prices: Not established in this report. [2][3] | Official source: $349/month or $296/month with annual billing, with a stated $3,560 annual bill. The figures do not reconcile: $296 × 12 = $3,552, an $8 difference. A user review separately reports approximately $200/month; that is user-reported, not official pricing. [4][5] | Business Attorney Plan: $259 for 6 months ($43.17/month) or $469 for 12 months ($39.09/month). [7] | Starter: $0 plus state fees; Pro: $199 plus state fees; Premium: $299 plus state fees, renewing at $299 annually. Starter compliance renews at $199/year; that is separate from formation renewal. [8] |
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| Annual discounts and renewal details | Not established in this report. | Not established in this report. [1] | Annual billing is 20% below monthly billing; exact plan prices are not established. [3] | $296/month on annual billing and a stated $3,560 annual bill are both preserved as reported; their $8 arithmetic discrepancy is noted above. [4] | The 12-month subscription has a lower monthly equivalent than the 6-month option. Auto-renewal details: Not established in this report. [7] | Premium formation renews at $299 annually. Starter/Pro formation renewal costs: Not established in this report. Starter Worry-Free Compliance separately renews at $199/year. [8] |
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| Professional support |
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| Support access and availability | Professional tax/legal support is inactive. Asking about a provider guarantees no availability; a clearer next step is planned. | Not established in this report. [1] | An in-house bookkeeper is included on every plan, with unlimited phone, message, and video access. [2][3] | The report describes a team of advisors who help keep bookkeeping current and provide tax-savings guidance based on accurate numbers. Unlimited advisor access is a separate user-review claim, not independently verified as current. [4][5] | Unlimited 30-minute consultations on new matters. An annual one-hour business consultation is available after six subscription months. [6] | Not established in this report. [8] |
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| Support depth and professional scope | DocketMallow is not a law firm or accounting firm; no professional tax/legal service is active. | Not established in this report. [1] | Bookkeeping + Tax includes licensed tax professionals, up to four tax advisory calls yearly, and end-to-end business tax filing; Premium includes expert tax preparation, filing, and year-round advice. [2][3] | Tax-savings guidance is described by the official-source finding [4]. S-Corp, bookkeeping, tax, and Gusto claims are reported only in a user review and are not independently verified as current. [5] | Attorneys review contracts and key legal documents up to 10 pages per document. Subscribers receive 10% off LegalZoom filings, trademarks, and other services, and 25% off additional network-attorney services. [6] | Not established in this report. [8] |
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| Support channels and response commitments | Professional tax/legal support is inactive; provider availability is not guaranteed. | Not established in this report. [1] | Phone, message, and video access is reported; no response-time SLA is established. [2][3] | Not established in this report. [4][5] | 30-minute video/phone consultations on new matters; no response-time SLA is established. [6] | Not established in this report. [8] |
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