All plans include automated document processing, client reminders, and secure cloud storage
| Features |
Starter
$49/mo
No setup fee
|
MOST POPULAR
Core
$99/mo
+ $199 setup
|
Team
$299/mo
+ $399 setup
|
Enterprise
$799/mo
+ $1,499 setup
|
|---|---|---|---|---|
| Capacity & Limits | ||||
| Maximum Clients | 50 clients | 250 clients | 500 clients | 3,000 clients |
| Monthly Document Processing | 200 docs | 1,000 docs | 5,000 docs | Unlimited |
| Cloud Storage | 5 GB | 25 GB | 100 GB | Unlimited |
| Staff User Accounts | 1 user | 3 users | 10 users | Unlimited |
| Core Features | ||||
| Automated Document Classification | ✓ | ✓ | ✓ | ✓ |
| Client Upload Portal | ✓ | ✓ | ✓ | ✓ |
| Automated Email Reminders | ✓ | ✓ | ✓ | ✓ |
| Real-Time Analytics Dashboard | ✓ | ✓ | ✓ | ✓ |
| Time-to-Completion Tracking | ✓ | ✓ | ✓ | ✓ |
| At-Risk Client Monitoring | ✓ | ✓ | ✓ | ✓ |
| Advanced Features | ||||
| Daily Email Digest | ✗ | ✓ | ✓ | ✓ |
| Google Sheets Integration | ✗ | ✓ | ✓ | ✓ |
| Weekly Automated Reports | ✗ | ✓ | ✓ | ✓ |
| Multi-User Access & Permissions | ✗ | ✗ | ✓ | ✓ |
| API Access for Integrations | ✗ | ✗ | ✓ | ✓ |
| Custom Branding & Fields | ✗ | ✗ | ✗ | ✓ |
| White-Label Options | ✗ | ✗ | ✗ | ✓ |
| Support & Service | ||||
| Email Support | ✓ | ✓ | ✓ | ✓ |
| Priority Support | ✗ | ✗ | ✓ | ✓ |
| Phone Support | ✗ | ✗ | ✓ | ✓ |
| Dedicated Account Manager | ✗ | ✗ | ✗ | ✓ |
| 24/7 Priority Support | ✗ | ✗ | ✗ | ✓ |