Simple, Transparent PricingChoose the Plan That Fits Your Business
Simple, transparent pricing with no hidden fees. Start your free trial today and see the difference.
Starter
Perfect for solo advisors and small teams
- Up to 5 users
- Unlimited clients
- Basic document management
- Email support
- Standard templates
- Basic analytics
- Mobile app access
Professional
Ideal for growing teams and established practices
- Up to 25 users
- Advanced analytics
- Custom workflows
- Priority support
- API access
- White-label options
- Advanced reporting
- Team collaboration tools
- Custom integrations
Enterprise
Tailored solutions for large organizations
- Unlimited users
- Custom integrations
- Dedicated support
- On-premise deployment
- Custom development
- SLA guarantees
- Advanced security
- Custom training
- 24/7 phone support
Feature Comparison
Compare features across all plans
| Features | Starter | Professional | Enterprise |
|---|---|---|---|
| Users | Up to 5 | Up to 25 | Unlimited |
| Clients | Unlimited | Unlimited | Unlimited |
| Document Management | Basic | Advanced | Advanced |
| Analytics | Basic | Advanced | Custom |
| Support | Priority | Dedicated | |
| API Access | No | Yes | Yes |
| Custom Workflows | No | Yes | Yes |
| White Label | No | Yes | Yes |
| Integrations | Standard | Advanced | Custom |
Frequently Asked Questions
Everything you need to know about our pricing
Is there a free trial?
Yes! We offer a 14-day free trial with no credit card required. You can try all features and cancel anytime.
Can I change plans anytime?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect immediately.
What payment methods do you accept?
We accept all major credit cards, PayPal, and bank transfers for annual subscriptions.
Is there a setup fee?
No setup fees! We believe in transparent pricing with no hidden costs.
Do you offer discounts for annual billing?
Yes! Save up to 20% when you pay annually instead of monthly.
What happens if I exceed my user limit?
We'll notify you when you're approaching your limit. You can upgrade your plan or add additional users for $10/month each.
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