Starter
Client subscription · bank and credit card one-time sync · property and car one-time valuations · tasks and reminders · document storage
Checked 30 Sep 2026

Client subscription · bank and credit card one-time sync · property and car one-time valuations · tasks and reminders · document storage
Checked 30 Sep 2026
Client subscription · live bank and credit card sync · monthly property and car valuations · additional Pro client subscriptions cost $14.95 per client
Checked 30 Sep 2026
300 Starter subscriptions · 5 Pro subscriptions · 10 staff licences · 50GB storage · 500 DocuSign signatures/year · generic digital forms · lead-generation tools · branded marketing · cloud storage · mobile app and desktop
Checked 15 Oct 2026
600 Starter subscriptions · 10 Pro subscriptions · 20 staff licences · 100GB storage · 1,200 DocuSign signatures/year · configurable forms · integrations · surveys and analytics
Checked 15 Oct 2026
1,000 Starter subscriptions · 40 Pro subscriptions · 30 staff licences · 200GB storage · 3,000 DocuSign signatures/year · configurable forms · integrations · surveys and analytics
Checked 15 Oct 2026
2,000 Starter subscriptions · 100 Pro subscriptions · 40 staff licences · 200GB storage · 5,000 DocuSign signatures/year · branded Apple/Google app · designated account manager · configurable forms · integrations · surveys and analytics
Checked 15 Oct 2026