Simple pricing that grows with your firm
Plans are based on the number of active clients. Every plan includes the client portal, all languages and unlimited document periods.
Early access
Free for 30 days - no credit card
Use every feature with your real clients. We will publish pricing before paid plans start, and you will always be able to keep and export your data.
When your trial ends, write to us and we will help you continue.
Included in every plan
- Client portal and secure sign-in links
- Unlimited checklists and periods
- 12 interface languages
- Review, accept and reject with reasons
- Private storage and audit log
- E-mail support
Make next month-end the calm one
Set up your first checklist and client in a few minutes. Your first 30 days are free.