Pricing
Simple pricing that scales with your firm
Per seat, with unlimited clients and engagements on every plan. No per-client fees, ever.
Starter
For solo practitioners and small teams
$39
/seat / month
Up to 3 seats
Core work, time & billing
Secure client portal
Document management
Email support
Growth
Most popular
For growing firms that need automation
$69
/seat / month
Everything in Starter
Unlimited clients & engagements
Workflow automation & CRM
All integrations
Priority support
Scale
For multi-partner and multi-office firms
Custom
let’s talk
Everything in Growth
SSO & advanced security
Dedicated success manager
Custom onboarding & SLA
Audit & compliance exports
FAQ
Questions, answered
How long does onboarding take?
Can I bring data from my current tools?
Is there a per-client fee?
How is my data protected?
Do you offer annual billing?
What happens when I cancel?
Not sure which plan fits?
Tell us about your firm and we will map the right setup — usually in a 20-minute call.