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MonthlyAnnual
Free
Get started, no strings attached.
Free
- Up to 10 clients
- Document portal
- Client messaging
- Client profiles
- Email notifications
- Payment requests
- Branded portal
- Custom domain
- Multi-accountant
- AI Questionnaire
- Priority support
Starter
For growing solo practices.
$49/mo
- Up to 100 clients
- Document portal
- Client messaging
- Client profiles
- Email notifications
- Payment requests
- Basic branding (logo + colours)
- Custom domain
- Multi-accountant
- AI Questionnaire
- Priority support
Most popular
Professional
For established firms and teams.
$99/mo
- Unlimited clients
- Document portal
- Client messaging
- Client profiles
- Email notifications
- Payment requests
- Advanced branding + custom domain
- Multi-accountant team
- AI Questionnaire (early access)
- Priority support
Enterprise
For multi-firm platforms and groups.
Custom
- Everything in Professional
- Multi-tenant admin
- Client impersonation
- Audit log export
- Custom SLA
- Dedicated onboarding
Full feature comparison
| Feature | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Client limit | 10 | 100 | Unlimited | Unlimited |
| Document portal | ||||
| Client messaging | ||||
| Email notifications | ||||
| Payment requests | — | |||
| Basic branding | — | |||
| Custom domain | — | — | ||
| Multi-accountant | — | — | ||
| AI Questionnaire | — | — | Early access | |
| Multi-tenant admin | — | — | — | |
| Audit log export | — | — | — | |
| Priority support | — | — |
Frequently asked questions
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