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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
Includes 1 Administrator
Advanced features with AI-powered automation for growing firms and enhanced efficiency
Includes 1 Administrator
See exactly what you'll pay based on your team size
Configure your plan and team size
Yes! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
All plans come with a 14-day free trial. No credit card required to start.
The base price includes the platform access, compliance features, storage, and basic integrations. User fees are added based on your team size.
For firms with 20+ users, we offer custom enterprise pricing with volume discounts and additional features. Contact our sales team for details.