Transparent Pricing
Simple plans,
no surprises.
Every plan includes a 14-day free trial, AES-256 encryption, SOC 2 certified infrastructure, and 7-year IRS-compliant backup from day one.
Starter
For small practices getting started.
$49/ month
- IncludedClient portals: 50
- IncludedTeam members: 2
- IncludedSignatures / month: Unlimited
- IncludedSecure storage: 5 GB
- IncludedDocuments / month: 100
- Not includedClient email notifications / month: Not included
Most Popular
Professional
For growing firms that need more power.
$149/ month
- IncludedClient portals: 500
- IncludedTeam members: 10
- IncludedSignatures / month: Unlimited
- IncludedSecure storage: 50 GB
- IncludedDocuments / month: 1,000
- Not includedClient email notifications / month: Not included
Enterprise
For large firms with complex requirements.
$499/ month
- IncludedClient portals: Unlimited
- IncludedTeam members: Unlimited
- IncludedSignatures / month: Unlimited
- IncludedSecure storage: Unlimited
- IncludedDocuments / month: Unlimited
- IncludedClient email notifications / month: Unlimited
Prices shown in USD. Applicable taxes may apply. Pricing subject to change.
Every plan includes
Security and compliance are never an add-on.
AES-256 EncryptionData encrypted at rest and in transit via TLS 1.3.
SOC 2 CertifiedAnnual third-party audits. Always certified, always.
7-Year BackupAutomatic versioned backups meeting IRS requirements.
Zero-Trust AccessRole-based access controls and audit logs on every action.
Add-Ons
Extend any plan
Add exactly what your firm needs — nothing more.
Client Email NotificationsEnvía hasta 200 notificaciones por email al mes a tus clientes.
$9/ month
+5 PreparersAñade 5 cuentas de preparer adicionales.
$25/ month
Priority SupportSoporte 24/7 con SLA de 4 horas.
$49/ month
+10 GB StoragePack adicional de 10 GB de almacenamiento.
$9/ month
Frequently asked questions
Is there a free trial?
Yes — every plan starts with a 14-day free trial, no credit card required. You'll get full access to all features in your chosen plan.
Can I change plans later?
Absolutely. You can upgrade or downgrade at any time. Upgrades take effect immediately; downgrades apply at the next billing cycle.
What does '7-year IRS-compliant backup' include?
All documents are automatically versioned and retained for a minimum of 7 years, encrypted at rest with AES-256, and stored in geo-redundant infrastructure — meeting IRS record-keeping requirements by default.
How is pricing calculated for yearly billing?
Yearly subscribers pay the full year upfront at a discount over twelve monthly charges. The exact saving is shown on the billing toggle above and on every plan card — it always reflects the price your card is charged.
Is my client data shared or sold?
Never. Your firm's data is yours exclusively. We operate under strict data isolation per tenant and do not use client data for any third-party purposes.
Start your free trial today.
No credit card required. Full access for 14 days. Cancel anytime.