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Simple, transparent pricing.

No document limits. No overages. No setup fees. Join the early access waitlist for your practice.

Starter

$149 AUD/mo

For small practices getting started with automation. Designed for practices with up to ~300 clients.

Up to 3 team membersUnlimited clients
Join waitlist

Everything you need:

Document fetch & upcoming scheduled auto-fetch
TFN auto-redaction
AI email drafting
Auto client matching
Automatic filing (Drive & OneDrive)
CSV client import & export
No setup fee
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Team

$299 AUD/mo

For growing practices coordinating a bigger team. Designed for practices with 300–800+ clients.

4–10 team membersUnlimited clients
Join waitlist

Everything in Starter, plus:

4–10 team members
Priority support
No setup fee

Custom

Let's talk

Running a larger practice? Let's talk about what fits your team.

11+ team membersUnlimited clients
Talk to us

Everything in Team, plus:

Custom seat count for 11+ team members
Dedicated support
Tailored onboarding

Included in every plan:

🤖 ATO SBR2 Fetch Auto-Fetch Upcoming
✉️ AI Email Drafting
🔗 Auto Client Matching
📁 Automatic Filing (Drive & OneDrive)
👥 Client List Management
🔒 TFN Auto-Redaction
📋 Audit Log & Export
📥 CSV Export

Integrations

Included in Starter and Team at no extra cost. Connect practice mailboxes, cloud storage, and client data.

Gmail / Google Workspace

Included

Send approved client emails from your practice Google account

Microsoft 365 / Outlook

Included

Send approved client emails from your practice M365 mailbox

Custom SMTP

Included

Send via any practice-owned custom SMTP email server

Google Drive

Included

Automatic filing of correspondence using customizable folder templates

OneDrive / SharePoint

Included

Automatic filing into Microsoft OneDrive or SharePoint document libraries

Practice Software Presets

Included

CSV client import presets for XPM, MYOB, Karbon, BGL, and HandiSoft

Frequently Asked Questions