Choose a plan
that fits your business

Monthly plans require an annual commitment, but provide flexibility to be billed monthly
All plans include a FREE 15-day Trial!
    • Starter For the solo practitioner

      $0 month
      (free forever)
      $0 month
      (free forever)
      Up to 25 clients
      • Starter plan includes:
      • Secure Document Portal
      • Automated Client Organizers
      • Client Database
      • 1GB Storage
    • Basic For small teams

      $49 month
      (billed annually)
      $59 month
      (billed monthly)
      Up to 300 clients
      • Basic also includes:
      • Custom Job Types
      • Invoicing & Credit Card Payments
      • Secure Your Work with Pay Lock
      • 2 Team Members
      • 10GB Storage
    • Enterprise For larger firms

      $ 199 month
      (billed annually)
      $ 239 month
      (billed monthly)
      Up to 2500 clients
      • Enterprise also includes:
      • Multi-office management
      • Group & office reporting
      • Dedicated Success Rep
      • Unlimited storage

More than 2500 clients?

We offer customized pricing for large firms

Contact our sales team