Pricing

Simple plans. Serious methodology. No feature hostage games.

Every plan includes the full library - 496+ workpaper programs and 3,785+ procedures - plus firm branding and multi-user cloud. Choose the seat capacity that matches your practice.

Starter

For focused practices ready to modernize the file without enterprise overhead.

$199/mo

or $1,990 billed annually (save two months)

3 seats included

✓Full methodology library (496+ workpapers)
✓3,785+ procedures & decision engines
✓Firm white-label name & logo on every page
✓Unlimited engagements
✓Trial balance, workflow, intelligence
✓Confirmations hub & AI Assist (local)
✓Review notes & partner summary export
✓Cloud autosave & print packages
✓Email support

Start free trial

Pro

For growing teams that need collaboration, specialty modules, and priority support.

$449/mo

or $4,490 billed annually (save two months)

10 seats included

✓Everything in Starter
✓Team invites with role-based access
✓Seat capacity for busy-season staffing
✓Document vault & activity log
✓Client PBC portal links
✓Demo engagement seed for training
✓NFP | Governmental | EBP modules
✓Priority support
✓Cloud AI ready when you add an API key

Start free trial - most popular

Firm

For multi-office practices that want a standard engagement system firm-wide.

Custom

25+ seats | volume pricing | onboarding included

Practice-wide rollout

✓Everything in Pro
✓Dedicated onboarding for partners & staff
✓Custom content pack options
✓SLA options
✓Security questionnaire support
✓Volume pricing that scales with seats
✓Training workshops available
✓Priority roadmap input

Talk to us about Firm

Full library on every plan

We do not gate methodology depth behind a premium tier. You pay for seats and support level.

Start free, upgrade when ready

14-day trial to brand the workspace, invite the team, and run a real engagement.

Invoice-friendly for pilots

Early customers can arrange invoice billing. Pilot discounts available for qualified firms.

Ready to put your firm name on a modern engagement file?

Start free. Brand the workspace. Invite one manager. Open an engagement. You will know within a day if this is the system your practice has been missing.

Create firm account free

Prices in USD. Taxes may apply. Pilot discounts and invoice billing available for qualified early customers. Cancel anytime during trial.