Axos CRM
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workspace_premiumTransparent 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

  • check_circleUp to 25 client portals
  • check_circle2 team members
  • check_circle50 signatures / month
  • check_circle50 GB secure storage
Start Free Trial
  • check_circle7-year IRS-compliant backup
  • check_circleAES-256 encryption
  • check_circleSOC 2 certified infrastructure
  • check_circleClient document portal
  • check_circleEmail support
  • removeAPI access
  • removeCustom branding
  • removePriority support
  • removeDedicated account manager
starMost Popular

Professional

For growing firms that need more power.

$129

/ month

  • check_circleUp to 150 client portals
  • check_circle10 team members
  • check_circle500 signatures / month
  • check_circle500 GB secure storage
Start Free Trial
  • check_circle7-year IRS-compliant backup
  • check_circleAES-256 encryption
  • check_circleSOC 2 certified infrastructure
  • check_circleClient document portal
  • check_circlePriority email & chat support
  • check_circleAPI access
  • check_circleCustom branding
  • check_circle99.9% uptime SLA
  • removeDedicated account manager

Enterprise

For large firms with complex requirements.

Custom
  • check_circleUnlimited client portals
  • check_circleUnlimited team members
  • check_circleUnlimited signatures
  • check_circle5 TB secure storage
Contact Sales
  • check_circle7-year IRS-compliant backup
  • check_circleAES-256 encryption
  • check_circleSOC 2 certified infrastructure
  • check_circleClient document portal
  • check_circle24/7 dedicated support
  • check_circleAPI access + webhooks
  • check_circleWhite-label & custom domain
  • check_circle99.99% uptime SLA
  • check_circleDedicated account manager

Prices shown in USD. Applicable taxes may apply. Pricing subject to change.

Every plan includes

Security and compliance are never an add-on.

lock

AES-256 Encryption

Data encrypted at rest and in transit via TLS 1.3.

workspace_premium

SOC 2 Certified

Annual third-party audits. Always certified, always.

backup

7-Year Backup

Automatic versioned backups meeting IRS requirements.

verified_user

Zero-Trust Access

Role-based access controls and audit logs on every action.

add_circleAdd-Ons

Extend any plan

Add exactly what your firm needs — nothing more.

group_add

Extra Client Portals

Add 25 additional client portals to any plan.

from $12/ month
person_add

Additional Team Members

Bring in more staff without upgrading your plan.

from $8/ user / month
draw

Signature Bundle

500 extra e-signature credits added to your quota.

from $15/ month
brand_awareness

White-Label Branding

Replace Axos branding with your firm's logo and colors.

from $49/ month
support_agent

Priority Support Upgrade

Guaranteed 2-hour response time with a named support lead.

from $39/ month
backup

Extended Storage

Add 1 TB of encrypted, IRS-compliant document storage.

from $25/ month

Frequently asked questions

Is there a free trial?expand_more
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?expand_more
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?expand_more
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?expand_more
Yearly subscribers pay the equivalent of 10 months instead of 12 — saving 20% compared to the monthly rate. The full year is billed upfront.
Is my client data shared or sold?expand_more
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.

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