You can see our full pricing page here. We hope this document helps you decide which plan is right for you. If you have any questions or are interested in the Enterprise plan, please email firstname.lastname@example.org.
What are the main difference among the Basic, Plus, and Enterprise plans?
With the Basic plan, you get access to all modules - messaging, file sharing, billing, knowledge base, and intake forms. You get unlimited clients and unlimited file sharing. You get 2 staff accounts.
With the Plus plan, you also get a custom domain, eSignatures (this is an add-on to the Files module), and can have up to 5 staff accounts.
With the Enterprise plan, you get a dedicated account manager, team training, migration help, custom contracts, and unlimited staff accounts. For the Enterprise plan, you need to contact us to get setup.
Do you have monthly and annual plans?
Yes. On our pricing page you will see that we have a 10% discount for the annual plan.
How can I see my invoices?
You can see your invoices under Settings/Plans.
I have multiple businesses. Does my paid plan let me create multiple portals?
At this time, creating new portals requires new subscriptions.
How do I cancel my subscription?
You can email email@example.com and we will cancel your subscription right away.
Do you offer discounts for nonprofits?
Yes. Please email firstname.lastname@example.org and we will set you up with our nonprofit discount.