Plans & Pricing

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Business Plans

Starter

For a single company getting started.
$29.00/mo
Users
3
Clients
1

Growth

More users and room to scale.
$49.00/mo
Users
5
Clients
1

Pro

Advanced features and larger teams.
$99.00/mo
Users
10
Clients
1

Firm Plans

Firm Starter

Small firm managing a few clients.
$99.00/mo
Staff users
5
Clients
5
External users
Yes
Template library
Yes

Firm Growth

Growing firm with more clients.
$199.00/mo
Staff users
10
Clients
15
External users
Yes
Template library
Yes

Firm Pro

Larger firm / multi-staff teams.
$399.00/mo
Staff users
20
Clients
50
External users
Yes
Template library
Yes