Simple Pricing

Like everything else about us, our pricing is drop-dead simple.
No set up fees. No minimum terms. No gimmicks.
Annual Billing
Monthly Billing

STANDARD

$49
per user
per month
Workflow with an Amazing Client Portal Built-in
Includes:
  • Manage Workflow (Jobs)
  • Assign clients their tasks
  • QuickBooks and Xero integration
  • Templates
  • Dashboards
  • Time Tracking
  • Client notes
  • Some of our AI features
Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

PREMIUM

$69
per user
per month
All our amazing Advanced features
Includes everything in Standard, plus:
      • Email sync and management
      • Triage Email into action items
      • Magic Email Replies
      • Magic Email thread summaries
      • Zapier Integration
      • Branded Login
      • All of our AI features
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.

      STANDARD

      $59
      per user
      per month
      Workflow with an Amazing Client Portal Built-in
      Includes:
      • Manage Workflow (Jobs)
      • Assign clients their tasks
      • QuickBooks and Xero integration
      • Templates
      • Dashboards
      • Time Tracking
      • Client notes
      • Some of our AI features
      Only users in your firm count as paid users.‍
      ‍Invite unlimited clients for free.

      PREMIUM

      $79
      per user
      per month
      All our amazing Advanced features
      Includes everything in Standard, plus:
          • Email sync and management
          • Triage Email into action items
          • Magic Email Replies
          • Magic Email thread summaries
          • Zapier Integration
          • Branded Login
          • All of our AI features
          Only users in your firm count as paid users.‍
          ‍Invite unlimited clients for free.
          Get a Demo
          or
          Start a Free Trial

          Compare our plans

          Billing frequency

          Annual Billing
          Monthly Billing

          Standard

          $49 user/mo billed annually

          Start Free Trial

          Premium

          $69 user/mo billed annually

          Start Free Trial

          Standard

          $59 user/mo billed monthly

          Start Free Trial

          Premium

          $79 user/mo billed monthly

          Start Free Trial

          Client and Firm Experience

          QuickBooks recategorization tasks

          Client tasks

          Conversations

          File manager

          Links to apps and resources

          Mobile app

          Xero recategorization tasks

          Firm Experience

          Manage Workflow (Jobs)

          Templates

          Dashboards

          Time tracking

          Client notes

          Magic Workflow

          Email management

          Magic email responses

          Zapier

          Branded Login

          Unlimited clients

          Future features

          Magic Client Tasks

          Magic Conversation Responses

          Magic Meetings

          Magic Answers

          Instant client meetings

          More than 10 Staff in your Firm?

          Set up a Demo to learn about features that are right for your firm and our special bundle pricing.

          Get a Demo

          Save Big With Client Hub

          Client Hub replaces a bunch of apps, from workflow management to client portal to transaction recategorization.
          Our all-in-one solution reduces the cost (not to mention complexity) of bundling together a comparable “tech stack”.
          Client Hub
          $49 - $69/month per user
          • Complete Workflow Management
          • Client Portal
          • Document Management
          • With lots of AI built-in
          VS
          Workflow: Karbon or JetPack or Financial Cents etc.
          $49 - $99/month per user
          Client portal: Liscio etc.
          $50/month per user
          Document management: ShareFile, Dropbox etc.
          $15/month per user
          QuickBooks uncategorized automation: Uncat
          $5/month per client

          Ready to Up-level your Firm?

          Get a Demo
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