Simple pricing for
trust management
Choose the plan that fits your firm's needs. Scale up or down anytime with transparent per-user pricing and no hidden fees.
Perfect for solo practitioners and small firms needing essential trust accounting compliance
base price + per-user fees
Advanced features with AI-powered automation for growing firms and enhanced efficiency
base price + per-user fees
- Everything in Basic, plus:
- AI-Powered Document Analysis
- Automated Reconciliation Insights
- Smart Reminders & Alerts
- Natural Language Reporting
- AI Document Generation Assistance
- Enhanced Storage (5 TB)
- Wire Transfer Management
- Multi-Factor Authorization
- Bank API Integration
- Advanced Analytics Dashboard
- Premium Integrations
- Priority Support with Account Manager
Calculate Your Costs
See exactly what you'll pay based on your team size
Calculate Your Monthly Cost
Base: $39 + Users: $10
Frequently Asked Questions
Can I change plans anytime?
Yes! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Is there a free trial?
All plans come with a 14-day free trial. No credit card required to start.
What's included in the base price?
The base price includes the platform access, compliance features, storage, and basic integrations. User fees are added based on your team size.
Do you offer enterprise pricing?
For firms with 20+ users, we offer custom enterprise pricing with volume discounts and additional features. Contact our sales team for details.