Starter
$19 a month
Up to 50 active clients · Up to 2 team seats · 5 GB storage · Client intake form · Document repository · Onboarding checklist · PDF export
Checked 4 Oct 2026

Up to 50 active clients · Up to 2 team seats · 5 GB storage · Client intake form · Document repository · Onboarding checklist · PDF export
Checked 4 Oct 2026
Up to 250 active clients · Up to 5 team seats · 15 GB storage · Everything in Starter · Branded intake form · AI assistant · B2B & B2C modes · Contract templates
Checked 4 Oct 2026
Unlimited clients · Up to 10 team seats · 50 GB storage · Everything in Growth · Client portal · Analytics dashboard · Priority support
Checked 4 Oct 2026