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Simple, transparent pricing for modern firms

Eliminate the "shoebox problem" and stop being a data entry machine. Pays for itself if you save just 1 hour per client.

7-Day Free Trial • No Credit Card Required
Quarterly (Billed every 3 months)Annual

Practice

$129/mo

Billed $387 quarterly

5 Client Seats~$26/client/mo
  • Read-Only Access: Client data instant views
  • Priority Support: email response
  • Audit-ready transaction lists
  • Income Tracker & Net Profit view
  • Compliance Scorecard view
  • Client countdown reminders
  • Firm dashboard portfolio view
  • Individual client dashboard view
  • CSV export for filing
  • Team member access (2)
  • Premium Service Directory listing
  • 7-day free trial

Value Comparison

Your Cost: $26/client

Retail Value: $59/client (Professional Plan)

Scalable Add-ons

White Glove Setup (Optional)$199
Optional — self-serve setup available at no cost.
Start Free Trial

No credit card required

Most Popular

Growth

$329/mo

Billed $987 quarterly

15 Client Seats~$22/client/mo
  • Read-Only Access: Client data instant views
  • Priority Support: email response
  • Audit-ready transaction lists
  • Income Tracker & Net Profit view
  • Compliance Scorecard view
  • Client countdown reminders
  • Firm dashboard portfolio view
  • Individual client dashboard view
  • CSV export for filing
  • Team member access (5)
  • Premium Service Directory listing
  • 7-day free trial

Value Comparison

Your Cost: $22/client

Retail Value: $59/client (Professional Plan)

Scalable Add-ons

White Glove Setup (Optional)$399
Optional — self-serve setup available at no cost.
Start Free Trial

No credit card required

Scale

$599/mo

Billed $1,797 quarterly

30 Client Seats~$20/client/mo
  • Read-Only Access: Client data instant views
  • Priority Support: email response
  • Audit-ready transaction lists
  • Income Tracker & Net Profit view
  • Compliance Scorecard view
  • Client countdown reminders
  • Firm dashboard portfolio view
  • Individual client dashboard view
  • CSV export for filing
  • Team member access (10)
  • Premium Service Directory listing
  • 7-day free trial
  • White-Label Portal: Your brand, our engine.

Value Comparison

Your Cost: $20/client

Retail Value: $59/client (Professional Plan)

Scalable Add-ons

White Glove Setup (Optional)$599
Optional — self-serve setup available at no cost.
Start Free Trial

No credit card required

Important Information

  • • 7-day free trial available on all plans. Cancel anytime before trial ends.
  • • 3-month commitment (monthly plans billed quarterly in advance).
  • • Prices in USD. Local currency conversion handled at checkout.
  • • One seat = one client login. For additional client seats, upgrade your plan.
  • • Interested in licensing options or special use cases? Contact us to discuss custom licensing.

Ready to streamline your client intake?

All plans include self-serve setup at no additional cost. White Glove Setup is optional for firms who want our team to handle configuration.

Start 7-Day Free Trial

No credit card required for trial.

Frequently Asked Questions