Pricing that fits a small practice
Start with 14 days free. No credit card. Annual billing includes two months free.
Solo
$29/month
or $290/year — 2 months free
- Up to 50 clients
- 1 user(s)
- Branded portal and emails
- Reminders and recurring deadlines
- Per-client ZIP export
Pro
Most popular$59/month
or $590/year — 2 months free
- Up to 250 clients
- 2 user(s)
- Branded portal and emails
- Reminders and recurring deadlines
- Per-client ZIP export
Firma
$99/month
or $990/year — 2 months free
- Up to 1000 clients
- 5 user(s)
- Branded portal and emails
- Reminders and recurring deadlines
- Per-client ZIP export
| Feature | Solo | Pro | Firma |
|---|---|---|---|
| Clients | 50 | 250 | 1,000 |
| Users | 1 | 2 | 5 |
| Branded client portal | Yes | Yes | Yes |
| Logo and brand color | Yes | Yes | Yes |
| Automatic reminders | Yes | Yes | Yes |
| Recurring deadlines | Yes | Yes | Yes |
| ZIP export per client | Yes | Yes | Yes |
| Audit log | Yes | Yes | Yes |
| Priority support | — | Yes | Yes |
What happens at the end of the trial?
You keep read-only access to your data. Sending new requests and adding clients requires a paid plan. Nothing is deleted on day 15.
Payments and taxes
Payments are processed by a Merchant of Record, which handles sales tax and VAT. In this build the provider is encapsulated behind a BillingProvider interface, with Paddle and a local mock implementation.