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Simple, transparent pricing for firms of all sizes.

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Great for starting out

$8 per client / per month

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Client Portal

File Review Reports

Management Reporting

Task Management

Unlimited Users


Best for growing practices

$10 per client / per month

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All Standard features, PLUS

Custom-branded Client Portal

Integrated Email

Time Tracking

Texting your Clients

Vendor W9 Requests


Flexible Package

More than 50 clients?

Contact Sales

All Premium features, PLUS

Pricing Agreements

Dedicated CSM

Advanced User Permissions