Simple, transparent pricing. Pick the plan that fits your team — upgrade any time.
Clients
10
300
Unlimited
Team Users
3
10
Unlimited
PBC Requests & Client Records
Unlimited Financial Years per Client
Unlimited E-Signatures & Client Confirmations
Customizable Request Templates
Auto Roll-Forward
Default Email Reminders
Custom Email Integration
WhatsApp Integration
Message Activity Tracking
Role-Based Access Control
User Groups
Firm-Level Activity Logs
All plans include 5GB storage for free — additional storage is charged based on usage ($ 1/GB).