Start free for 14 days. No credit card required. Pick the plan that matches how many client books you manage.
For solo practitioners managing a handful of client books.
For growing firms that need multi-client oversight and advanced cadences.
For large firms and franchises with complex multi-entity requirements.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Client books | 5 | 25 | Unlimited |
| Automated reminders | |||
| Custom cadences | |||
| Escalation workflows | |||
| Branded emails | |||
| Multi-client analytics | |||
| QuickBooks sync | |||
| Xero & FreshBooks sync | |||
| API access | |||
| SSO & RBAC | |||
| Dedicated account manager | |||
| Custom onboarding |
Our team is happy to walk you through a demo and help you choose the right plan for your firm.
