Simple, transparent pricing
Start free and scale as you grow. No hidden fees, no surprises.
Starter
Perfect for individual accountants
- Per User Pricing
- Unlimited Storage
- WhatsApp Messaging
- Basic Compliance Tracking
- Email Support
Professional
For growing firms with a team
- Up to 50 Users
- Unlimited Storage
- WhatsApp Messaging
- Advanced ITC Reconciliation
- Client Portal
- Priority Support
Enterprise
For large firms scaling up
- Unlimited Users
- Unlimited Storage
- WhatsApp Messaging
- Custom Integrations
- White-label Portal
- Dedicated Account Manager
30-day money-back guarantee
Try risk-free. Not satisfied? Get a full refund within 30 days, no questions asked.
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Compare plans in detail
See exactly what's included in each plan.
| Features | Solo | Growth | Enterprise |
|---|---|---|---|
| Firm Management | |||
| Active Clients | Unlimited | Unlimited | Unlimited |
| Users (Staff + Admin) | 1 (Per License) | Up to 50 | Unlimited |
| Document Storage | Unlimited | Unlimited | Unlimited |
| Bulk Import | |||
| Key Features | |||
| Compliance Tracking | Basic | Advanced | Advanced |
| WhatsApp Reminders | Automated | Automated | Automated |
| ITC Reconciliation | |||
| Client Portal | |||
| Task Management | |||
| Audit Trail | |||
| Support & Security | |||
| Data Backup | Real-time | Real-time | Real-time |
| Support Channel | Chat & Call | Dedicated | |
| Onboarding | |||
| Custom Contracts | |||
Solo
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) 1 (Per License)
- Document Storage Unlimited
- Bulk Import
Key Features
- Compliance Tracking Basic
- WhatsApp Reminders Automated
- ITC Reconciliation
- Client Portal
- Task Management
- Audit Trail
Support & Security
- Data Backup Real-time
- Support Channel Email
- Onboarding
- Custom Contracts
Growth
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) Up to 50
- Document Storage Unlimited
- Bulk Import
Key Features
- Compliance Tracking Advanced
- WhatsApp Reminders Automated
- ITC Reconciliation
- Client Portal
- Task Management
- Audit Trail
Support & Security
- Data Backup Real-time
- Support Channel Chat & Call
- Onboarding
- Custom Contracts
Enterprise
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) Unlimited
- Document Storage Unlimited
- Bulk Import
Key Features
- Compliance Tracking Advanced
- WhatsApp Reminders Automated
- ITC Reconciliation
- Client Portal
- Task Management
- Audit Trail
Support & Security
- Data Backup Real-time
- Support Channel Dedicated
- Onboarding
- Custom Contracts
Frequently asked questions
What constitutes a "User"?
A user is any staff member, admin, or article assistant who needs access to the platform. The Starter plan is per-user pricing, while Professional includes up to 50 users.
Is my client data secure?
We use bank-grade encryption (256-bit AES) for all data at rest and in transit. Your client's financial data is completely secure and private.
Do you offer a free trial?
Yes! All paid plans come with a 14-day free trial. You can test all features before committing to a subscription.
Can I add more than 50 users?
Yes, if you need more than 50 users, you can upgrade to the Enterprise plan which allows for unlimited users and dedicated support.
How does the WhatsApp integration work?
We integrate directly with WhatsApp Business API to send automated payment reminders and compliance alerts to your clients.
Do you provide support for setting up?
Yes, our onboarding team will help you set up your account, import clients, and train your staff on how to use the platform effectively.
Need something custom?
Have specific requirements or need a custom solution? Our team is happy to discuss your needs and create a plan that works for you.