Pricing

Simple pricing that scales with your practice.

One price per practice, every feature on every plan that needs it. Start with a free 14-day trial and move up only when your client list does.

Billed monthly — switch to annual any time

Starter

$30/month

Billed monthly

For sole practitioners and small bookkeeping practices.

Start free trial
  • Up to 25 clients
  • 3 team members
  • 20GB document storage
  • Secure client portal
  • Custom master data fields
  • Recurring tasks
  • Email deadline reminders
  • Email support

Practice

Most popular

$70/month

Billed monthly

For growing practices running client work across a team.

Start free trial
  • Up to 100 clients
  • 10 team members
  • 100GB document storage
  • Everything in Starter
  • Task automation
  • Priority support
  • Custom branding

Firm

$150/month

Billed monthly

For established firms with compliance and access requirements.

Start free trial
  • Unlimited clients
  • Unlimited team members
  • 500GB document storage
  • Everything in Practice
  • Audit logs
  • Single sign-on (SSO)
  • Dedicated account manager
  • Onboarding assistance

Compare every plan

Every plan includes the client portal, custom master data fields and deadline reminders. Larger plans add automation, controls and support.

Feature comparison across the Starter, Practice and Firm plans
FeatureStarterPracticeFirm
Clients25100Unlimited
Team members310Unlimited
Document storage20GB100GB500GB
Secure client portal
Custom master data fields
Recurring tasks
Email deadline reminders
Team assignment and permissions
Task automation
Custom branding
Audit logs
Single sign-on (SSO)
SupportEmailPriorityDedicated manager
Onboarding assistance

Questions practices ask us

Try it on your own client list.

Fourteen days, every feature, no card. Add a client and invite them to the portal this afternoon.

No card required · Cancel anytime · UK data residency