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

PREMIUM

$69
per user
per month
Get All our Amazing Features
  • Manage Workflow (Jobs)
  • Assign clients their tasks
  • QuickBooks and Xero integration
  • Templates
  • Dashboards
  • Time Tracking
  • Client notes
  • Email sync and management
  • AI-based client Books Review
  • Magic Email Replies
  • Pin for Quick Action
  • Zapier Integration
  • Branded Login
Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.

PREMIUM

$79
per user
per month
Get All our Amazing Features
  • Manage Workflow (Jobs)
  • Assign clients their tasks
  • QuickBooks and Xero integration
  • Templates
  • Dashboards
  • Time Tracking
  • Client notes
  • Email sync and management
  • AI-based client Books Review
  • Magic Email Replies
  • Pin for Quick Action
  • Zapier Integration
  • Branded Login
Only users in your firm count as paid users.‍
‍Invite unlimited clients for free.
Get a Demo
or
Start a Free Trial

Premium Features

Billing frequency

Annual Billing
Monthly Billing

Premium

$69 user/mo billed annually

Start Free Trial

Premium

$79 user/mo billed annually

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

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
$69 - $79/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 magically
empower your firm?

Get a Demo
Note: QuickBooks and ProAdvisor and trademarks of Intuit Inc. Used with permission under terms of the Intuit developer partner program.
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