Simple, transparent pricing.
No document limits. No overages. No setup fees. Join the early access waitlist for your practice.
Starter
For small practices getting started with automation. Designed for practices with up to ~300 clients.
Everything you need:
Team
For growing practices coordinating a bigger team. Designed for practices with 300–800+ clients.
Everything in Starter, plus:
Custom
Running a larger practice? Let's talk about what fits your team.
Everything in Team, plus:
Included in every plan:
Integrations
Included in Starter and Team at no extra cost. Connect practice mailboxes, cloud storage, and client data.
Gmail / Google Workspace
IncludedSend approved client emails from your practice Google account
Microsoft 365 / Outlook
IncludedSend approved client emails from your practice M365 mailbox
Custom SMTP
IncludedSend via any practice-owned custom SMTP email server
Google Drive
IncludedAutomatic filing of correspondence using customizable folder templates
OneDrive / SharePoint
IncludedAutomatic filing into Microsoft OneDrive or SharePoint document libraries
Practice Software Presets
IncludedCSV client import presets for XPM, MYOB, Karbon, BGL, and HandiSoft