Plans are based on how many firm users you need. Client Admins and Client Users never count against your seat cap — invite as many client contacts as an engagement needs.
A lean firm seat cap, sized for a small team running a handful of engagements at a time.
Everything in Starter, with a larger firm seat cap for a bigger team running more engagements at once.
Tailored onboarding and a seat cap sized to a larger, multi-office practice.
Only firm users (Firm Admin, Partner, Manager, Staff) count toward your seat cap. Client Admins and Client Users are always free — book a call and we'll size the right plan for your team.
Book a short call — we'll size it to your firm together.
