Early access: 50% off your first year

Simple, transparent pricing

Start free during early access. No credit card required.

Solo

For individual practitioners

$29/mo
  • 1 user
  • Unlimited checklists
  • Automated email reminders
  • 5 active requests at a time
  • Standard templates
  • Email support

Firm

For small teams

$79/mo
  • Up to 5 users
  • Unlimited checklists
  • Automated email + SMS reminders
  • Unlimited active requests
  • All templates + custom templates
  • Client portal branding
  • Priority support

Scale

For growing firms

$199/mo
  • Unlimited users
  • Unlimited checklists
  • Automated email + SMS reminders
  • Unlimited active requests
  • All templates + custom templates
  • Client portal branding
  • API access
  • Integrations (QuickBooks, Drive, Dropbox)
  • Dedicated account manager
  • SSO / SAML

Need a custom plan for your enterprise? Contact us