Standard
Great for starting out
$8 per client / per month
Includes
Client Portal
File Review Reports
Management Reporting
Task Management
Unlimited Users
Premium
Best for growing practices
$10 per client / per month
All Standard features, PLUS
Custom-branded Client Portal
Integrated Email
Time Tracking
Texting your Clients
Vendor W9 Requests
Enterprise
Flexible Package
More than 50 clients?
All Premium features, PLUS
Pricing Agreements
Dedicated CSM
Advanced User Permissions