Step 1 of 4
Choose your plan
Select what works for your firm
Standard
$99/mo
Up to 750 clients
Up to 750 clients
Automated email reminders
Core workflow Dashboard
CSV Import for client data
Secure client portal
Email support
Premium
Best Value$249/mo
Up to 2000 Clients
Up to 2000 Clients
Automated email & SMS reminders
White-labeled client portal
Advanced Dashboard and reporting
Workflow analytics and insights
Batch processing Support
Priority Phone Support
Enterprise
Custom
Unlimited clients
Unlimited clients
Multi-firm management
API access & integrations
SAML / SSO
Custom data retention policies
Dedicated Account Manager
Optional on-premise deployment
SLA & compliance support
Already have an account? Sign in