Pricing

Everything you need to scale your firm
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Workflow Management

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Time Tracking & Invoicing

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Client Management

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Auto-Reminders for Clients

For One Affordable Price

Annual Plan

$ 15
/ Month per user
  • Unlimited Clients & Storage
  • Free Workflow Templates
  • Free Onboarding & Training
  • 24/7 Customer Support
  • QBO Integration
Popular

Monthly Plan

$ 19
/ Month per user
  • Unlimited Clients & Storage
  • Free Workflow Templates
  • Free Onboarding & Training
  • 24/7 Customer Support
  • QBO Integration

Our Money Back Guarantee

We want to make this a simple “no brainer” decision for you…

Try the annual plan for 30 days and if you don’t love it, you can cancel it and we will refund you 100% of your money

Get more features at half the price

Pricing

$15/ month

$39/ month

$36/ month

$69/ month

Task Dashboard

Progress Bars

Recurring Projects

Duplicate Projects

Document Storage

Workflow Templates

Time Tracking

Time Tracking Reports

Team Communication

QBO Integration

Emails Become Tasks

Invoicing with QBO

Custom User Permissions

Password Management

Calendar View

Email Integration

Kanban View

Client Tasks & Portal

Auto-Reminders for Clients

Client Messaging

Effective Hourly Rate