pricing

Choose the plan that fits your business.

Starter

$ 49 / mo
  • 1 Admin
  • 25 Clients
Popular

Small

$ 89 / m
  • 2 Admins
  • 50 Clients

Medium

$ 239 / m
  • 6 Admins
  • 350 Clients

Full feature
breakdown

Package Starter Small Medium
Price $49/mo $89/mo $239/mo
No. of Admins 1 Admin 2 Admins 6 Admins
Description Ideal for sole proprietors to get started. Limited to one administrator who can manage clients and process client documents. Ideal for small firms with less than 7 employees. Limited to two administrators who can manage clients and process client documents. Ideal for small to medium firms with less than 20 employees. Up to six administrators who can manage clients and process documents.
Number of clients 1-25 Clients 26-50 Clients 51-350 Clients
Minimum Users 1 User 1 User 1 User
Key Features
Secure File Sharing
Branded Client Portal
Online Document Storage
Phone and email support
e Signature Integration
PDF Printing
Workflow
Email forms
Connected Bank Accounts