Simple, Transparent Pricing
Choose the plan that fits your firm's size and needs. Start free, scale as you grow. No hidden fees.
Save 17% with annual billing
Compare All Features
Find the perfect plan for your needs
| Feature | Trial | Starter | Professional | Business |
|---|---|---|---|---|
| Entities | 1 | 2 | 10 | Unlimited |
| Team Members | 1 | 1 | 5 | 15 |
| Transactions/mo | 200 | 500 | 5,000 | 25,000 |
| Storage | 500 MB | 1 GB | 10 GB | 50 GB |
| Tax Engine | ||||
| Documents Pro OCR | ||||
| API Access | ||||
| White-labeling |
Frequently Asked Questions
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately and are prorated.
What happens after my trial ends?
Your account will be limited until you choose a paid plan. Your data is preserved for 30 days.
What payment methods do you accept?
We accept all major credit cards via Stripe. ACH transfers available for Business plans.
Do you offer discounts for annual billing?
Yes! Save 17% (2 months free) when you choose annual billing.
Is there a setup fee?
No setup fees. Just simple, transparent monthly or annual pricing.
Can I cancel anytime?
Absolutely. Cancel anytime from your account settings. No questions asked.