Standard
Unlimited clients
Unlimited client users (free)
Unlimited projects
Unlimited PBCs
Unlimited file uploads
Online training
Support via phone/email
$29/mo
per firm user
Custom
Everything in Standard, plus add-ons:
White labeling (branding + domain)
Advanced security (2FA, email/IP lists)
User management (SSO, User sync)
Integration (API, Webhooks)
Flexible payment terms
Auditor at KHS
starts at
per firm user
Trusted by 500+ firms, including Baker Tilly, RSM, and Crowe:
100,000+ users
40,000+ client firms
ISO 27001 certified
What’s included in the standard platform and the add-ons:
Show your clients you're investing in their experience with modern, professional tools.
Cut document collection time by 75% and take on more clients without hiring.