Client Data Solutions

Simple, flat pricing for your whole firm

Every plan includes every feature: encrypted document sharing, client invoicing, and payments with no fees added by us. Just pick the tier that fits your active client count.

Save 20% with annual

Solo

Up to 50 active clients

$29 /month

billed monthly

Includes up to 3 staff logins. Client accounts never count toward your staff-seat limit.

25 GB storage

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Practice

Up to 200 active clients

$69 /month

billed monthly

Includes up to 10 staff logins. Client accounts never count toward your staff-seat limit.

100 GB storage

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Firm

Up to 750 active clients

$149 /month

billed monthly

Includes up to 30 staff logins. Client accounts never count toward your staff-seat limit.

400 GB storage

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Multi-Office

Up to 2,500 active clients

$299 /month

billed monthly

Includes unlimited staff logins. Client accounts never count toward your staff-seat limit.

1.5 TB storage

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Enterprise

2,501+ active clients

Contact us

 

Includes unlimited staff logins. Client accounts never count toward your staff-seat limit.

Custom storage

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Documents encrypted at restMulti-factor authenticationWe never hold your funds

Your subscription is the only fee we ever charge. Invoice clients and accept payment in person, or connect your own Stripe account for electronic payments. We take no percentage of your payments, add no per-transaction fees of our own, and never handle your funds. Online payments settle directly to your Stripe account, subject only to Stripe's standard processing fees.

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 14-day trial with every feature included. Convert to a paid plan whenever you're ready and your data and portal address carry over.

Active client means a client record with portal access enabled that has had at least one document, invoice, or message event in the trailing 12 months. Archived and deleted clients don't count.

Need more than 2,500 active clients? Contact us and we'll put a plan together.