Everything you need to scale your firm
Workflow Management
Time Tracking & Invoicing
Client Management
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
Try Free
No Credit Card Required
Popular
Monthly Plan
$ 19
/ Month per user
-
Unlimited Clients & Storage
-
Free Workflow Templates
-
Free Onboarding & Training
-
24/7 Customer Support
-
QBO Integration
Try Free
No Credit Card Required
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 | | | | |
