Client Data Solutions

Simple, flat pricing for your whole team

Every plan includes every feature: encrypted document sharing, client invoicing, and digital payments. Pick the tier that fits your user count — that's it.

Save 20% with annual

Starter

115 users

$9.99 /month

billed monthly

Start free trial
Most popular

Team

1650 users

$29.99 /month

billed monthly

Start free trial

Office

51100 users

$69.99 /month

billed monthly

Start free trial

Firm

101500 users

$99.99 /month

billed monthly

Start free trial

Annual billing saves 20%. You can switch from monthly to annual billing, or upgrade your annual plan to a higher tier, at any time. Annual plans cannot be downgraded to a lower tier until renewal.

Every account starts with a free 7-day trial supporting up to 10 users. Convert to a paid plan whenever you're ready — your data and portal address carry over.

Need more than 500 users? Contact us and we'll put a plan together.