Simple, transparent pricing

Choose the plan that fits your practice. Upgrade or downgrade any time.

Starter
$12/ mo
  • Up to 10 clients
  • 5 GB storage per client
  • Document management
  • Beneficiary portal
  • Email support
Pro
Most Popular
$30/ mo
  • Up to 25 clients
  • 10 GB storage per client
  • Document management
  • Beneficiary portal
  • Trusted professionals
  • Priority support
Unlimited
$120/ mo
  • Unlimited clients
  • Unlimited storage
  • Document management
  • Beneficiary portal
  • Trusted professionals
  • Priority support
  • Dedicated account manager