Pricing
Flexible plans
for firms of every size
Pay for what you use — no limits on users or job numbers. Slide your expected jobs below for an instant annual estimate.
Starter Plan
/ month
30
jobs included annually
Includes
- Real-time, cloud-based collaboration
- Latest assurance & reporting standards
- Financial reporting checklists, hyperlinked to standards
- SOC 2 Type 1 certified, full encryption
- Secure sharing & data gathering with clients
- Built-in contextual help & free helpdesk
Excludes
- Level 1 Jobs
Sign up to Starter →
Get started now
Pay as you go
No limits on users or jobs. A small platform fee plus a price per job by complexity.
/ month base
Same features as Starter
- Real-time, cloud-based collaboration
- Latest assurance & reporting standards
- Financial reporting checklists, hyperlinked to standards
- SOC 2 Type 1 certified, full encryption
- Secure sharing & data gathering with clients
✓ Unlimited jobs — no annual cap
Estimate your year
Drag each job type to your expected annual volume
jobs / year · min 30
/ job
What makes up your year
Job Type 1
Job Type 2
Job Type 3
Platform fee
jobs + platform fee
Estimated total / year
/ yr
* Onboarding & training costs extra
Flexible payment options
12 equal monthly installments
/ month
Smooth, predictable cashflow
OR
Month-to-month, as you go
/ mo + jobs
Only pay for jobs as you run them
Available Templates
Every engagement type, one platform
Each template is priced by complexity band. Run as many as you like on Pay-as-you-go — there's no annual cap.
per job
POA
per job
Categories shown are illustrative price bands. All prices in and exclude . Custom content & plans available — talk to us.