Choose the perfect plan

No sign–up fees. No credit card required. No long term commitments

Essentials

Core system
$ 40 User/Mo
  • Record keeping
  • Document upload
  • Insights
  • Client tagging
  • Invite client
  • Relationship management
Start your free trial

Essentials+

Core system with integrations
$ 50 User/Mo
  • Record keeping
  • Document upload
  • Insights
  • Client tagging
  • Invite client
  • Relationship management
  • Group notes
  • ACC billing
Start your free trial

Premium

Reporting and workflow tools
$ 60 User/Mo
  • Record keeping
  • Document upload
  • Insights
  • Client tagging
  • Invite client
  • Relationship management
  • Group notes
  • ACC billing
  • Custom reporting
  • Advanced client search
Start your free trial

Schools

Premium at a great price
$ 40 User/Mo
  • Record keeping
  • Document upload
  • Insights
  • Client tagging
  • Invite client
  • Relationship management
  • Group notes
  • ACC billing
  • Custom reporting
  • Advanced client search
  • School administration system sync
Start your free trial
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