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Plan Details

Being nimble while keeping expenses to a minimum. A perfect fit for the 1 or 2 person business.

The professional plan for the agile firm. Whether a brick and mortar or virtual office, your team will always be on the same page.

For the established, larger firm. Having instant access to all the billable time, billing, and expenses will keep your firm on the right track.

Clients 100 Clients Unlimited Clients Unlimited Clients
Projects 100 Projects Unlimited Projects Unlimited Projects
Storage 2GB Cloud Storage 10GB Cloud Storage Unlimited Cloud Storage
Software Support
Client Portal
Mobile Apps
Automatic Updates
Encrypted Daily Backup
Basic Data Import
Invoice Cover Sheet Integration
Unlimited Data Import
Customizable Data Fields
Custom Reports
Premium Support

Courtesy of
Michigan CPA Association

$15 - Save15%

First month free.

$30 - Save15%

First month free.

$75 - Save15%

First month free. Data Import*
Plan includes 1 user (only)

10-Clients 15-Matters
1GB-Cloud Storage

2 User Limit

for the second user

Add Unlimited Users

for each additional user

Add Unlimited Users

for each additional user

Common Questions

Can I add more users?

Users on the Free plan are limited to a single user an can not add any additional users.

Users on the all other plans can add unlimited additional uses.

What are active clients and projects?

When you finish working with a client, or complete a project, you can disable it, and it will no longer count towards your plan limit. You can always make it active again later.

Are there additional fees to the monthly subscription?

No. The monthly subscription includes everything: all software updates, additional features, mobile apps, desktop widgets, and technical support. There are no hidden charges.

Do you provide a volume discount for large companies?

Yes. We offer large companies and departments volume pricing. Please contact for more information.