Pricing
Plans for independent and growing CPA firms
Core audit workflow on every paid plan. You pay for seats, capacity, support, and onboarding — not locked methodology. 7-day free trial · no credit card.
Monthly amounts are billed each month. Switch to Annual for 2 months free.
Starter
For smaller assurance teams adopting a structured engagement platform.
5 users included
or $3,490/yr · 2 months free
- 5 users included
- Engagement workspace & trial-balance import
- Guided workpapers & evidence
- PBC portal & confirmation tracking
- Review notes & preparer/reviewer sign-offs
- Firm branding, export package & roll-forward
- Standard product support
No card for trial · Subscribe in Billing when ready
Professional
For growing assurance teams that need more capacity and priority support.
15 users included
or $7,990/yr · 2 months free
- 15 users included
- Everything in Starter
- Higher team capacity for busy season
- Priority product support
- Expanded administrative controls
- Optional drafting assistance
No card for trial · Subscribe in Billing when ready
Firm
For multi-team or multi-office practices. Contact us for onboarding and invoice billing.
40 users included
or $14,990/yr · 2 months free
- 40 users included
- Everything in Professional
- Assisted onboarding
- Security-questionnaire support
- Invoice / contract billing options
- Named support contact
Contact us for firm onboarding and invoice billing
2–5 assurance professionals
Single team adopting a structured cloud file without enterprise onboarding.
Growing multi-engagement practices
More seats, priority support, and guided onboarding when volume ramps.
Multi-team / multi-office
Named contact, assisted onboarding, invoice billing. Contact us to start.
How payments work
Start a free trial (no card). When ready, open Billing after sign-in and subscribe to Starter or Professional via secure Stripe Checkout. Manage payment methods, invoices, and cancellation in the Stripe customer portal.
Plan comparison
Core engagement workflow is available on every paid plan. Higher tiers add seats, support, and firm services.
| Capability | Starter | Professional | Firm |
|---|---|---|---|
| Users included | 5 | 15 | 40 |
| Engagement capacity | Unlimited engagements, subject to reasonable use | Unlimited engagements, subject to reasonable use | Unlimited engagements, subject to reasonable use |
| Private document storage | 5 GB per firm | 25 GB per firm | 100 GB per firm |
| Document size and formats | 25 MB · PDF/images/text/Office/ZIP | 25 MB · PDF/images/text/Office/ZIP | 25 MB · PDF/images/text/Office/ZIP |
| Engagement workspace | Included | Included | Included |
| Trial-balance import and mapping | Included | Included | Included |
| CSV and pasted trial-balance imports | Included | Included | Included |
| Guided workpapers and evidence | Included | Included | Included |
| Current GAASFlow methodology content pack | Included | Included | Included |
| Suggest drafts (reviewable) | Included | Included | Included |
| PBC portal and confirmation tracking | Included | Included | Included |
| Review notes | Included | Included | Included |
| Preparer and reviewer sign-offs | Included | Included | Included |
| Completion blockers and partner review view | Included | Included | Included |
| Firm branding and export package | Included | Included | Included |
| Bulk document upload / ZIP download | Included | Included | Included |
| Roll-forward | Included | Included | Included |
| Team invites and roles | Included | Included | Included |
| AI assist (drafting) | Included | Included | Included |
| Support level | Standard | Priority | Named contact |
| Onboarding | Self-serve | Guided onboarding | Assisted onboarding |
| Security questionnaire support | Standard docs | Standard docs | Dedicated support |
| Invoice / contract billing | — | — | Included |
Pricing FAQ
Is a credit card required for the trial?+
Is methodology locked behind higher plans?+
What does annual billing save?+
Can we add seats later?+
How do we cancel or change payment method?+
Prices in USD. Taxes may apply.