Simple, transparent pricing
Start free and scale as you grow. Pay monthly or enjoy a discount with yearly billing (e.g. 90/mo for Starter).
Starter
Perfect for individual accountants/Staff
- 1 User per license (e.g., ₹200 for 2 users)
- Unlimited Client Access & Storage
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment & Tracking
- Support Ticket System
- Client Credentials Vault
- Document Request Automation
- Client Portal
- Bank-Level Encrypted Storage
- Client Document Sections
- WhatsApp & Email Automation
- Configurable Notification Rules
- Bulk Messaging & Delivery Tracking
- Staff Notifications
- Auto Invoice Generation
- Auto & Manual Payment Links
- Fee Tracking & Outstanding
- Expense Management
- GST-Compliant Invoices
- Role-Based Permissions
- Staff Attendance Tracking
- Time Logs (Jira-style)
- Team Workload Dashboard
- Leave Management
- Internal Messaging
Professional
Advanced features for growing practices
- Per User (Staff/Admin) Pricing
- Everything in Starter, plus:
- PDF Hub (Annotate, Merge, Compress)
- Adobe Document API Integration
- Document Version History
- Priority Support (Chat & Call)
Team (20 Staff)
Best for medium-sized firms
- 20 Staff/Admin Users
- Everything in Starter, plus:
- Task Kanban Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Bulk Document Requests
Unlimited
Unlimited scale for large enterprises
- Unlimited Staff/Admin Users
- Everything in Professional, plus:
- All Advanced Features Active
- White-label Portal
- Custom SLA & Contracts
- Dedicated Account Manager
30-day money-back guarantee
Try risk-free. Not satisfied? Get a full refund within 30 days, no questions asked.
We accept
Compare plans in detail
See exactly what's included in each plan.
| Features | Starter | Professional | Team | Unlimited |
|---|---|---|---|---|
| Firm Management | ||||
| Active Clients | Unlimited | Unlimited | Unlimited | Unlimited |
| Users (Staff + Admin) | 1 | 1 (Per License) | Includes 20 | Unlimited |
| Document Storage | Unlimited | Unlimited | Unlimited | Unlimited |
| Bulk Import | ||||
| Role-Based Permissions | ||||
| Task & Workflow | ||||
| Kanban Task Board | ||||
| Automated Recurring Tasks | ||||
| Deadline & Compliance Calendar | ||||
| Staff Task Assignment | ||||
| Task Status Tracking | ||||
| Support Ticket System | ||||
| Client Management (CRM) | ||||
| Credentials Vault | ||||
| Contact Persons | ||||
| Document Request Automation | ||||
| Client Portal | ||||
| Document Management | ||||
| Encrypted Storage | ||||
| Client Document Sections | ||||
| PDF Hub | ||||
| PDF Merge & Password Protect | ||||
| Adobe Document API Integration | ||||
| Document Version History | ||||
| Finance & Billing | ||||
| Auto Invoice Generation | ||||
| Auto/Manual Payment Links | ||||
| Fee Tracking & Outstanding | ||||
| Expense Management | ||||
| GST-Compliant Invoices | ||||
| Support & Onboarding | ||||
| Support Channel | Priority Chat/Call | Chat & Call | Dedicated Manager | |
| Onboarding Assistance | ||||
Starter
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) 1
- Document Storage Unlimited
- Bulk Import
- Role-Based Permissions
Task & Workflow
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment
- Task Status Tracking
- Support Ticket System
Client Management (CRM)
- Credentials Vault
- Contact Persons
- Document Request Automation
- Client Portal
Document Management
- Encrypted Storage
- Client Document Sections
- PDF Hub
- PDF Merge & Password Protect
- Adobe Document API Integration
- Document Version History
Finance & Billing
- Auto Invoice Generation
- Auto/Manual Payment Links
- Fee Tracking & Outstanding
- Expense Management
- GST-Compliant Invoices
Support & Onboarding
- Support Channel Email
- Onboarding Assistance
Professional
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) 1 (Per License)
- Document Storage Unlimited
- Bulk Import
- Role-Based Permissions
Task & Workflow
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment
- Task Status Tracking
- Support Ticket System
Client Management (CRM)
- Credentials Vault
- Contact Persons
- Document Request Automation
- Client Portal
Document Management
- Encrypted Storage
- Client Document Sections
- PDF Hub
- PDF Merge & Password Protect
- Adobe Document API Integration
- Document Version History
Finance & Billing
- Auto Invoice Generation
- Auto/Manual Payment Links
- Fee Tracking & Outstanding
- Expense Management
- GST-Compliant Invoices
Support & Onboarding
- Support Channel Priority Chat/Call
- Onboarding Assistance
Team
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) Includes 20
- Document Storage Unlimited
- Bulk Import
- Role-Based Permissions
Task & Workflow
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment
- Task Status Tracking
- Support Ticket System
Client Management (CRM)
- Credentials Vault
- Contact Persons
- Document Request Automation
- Client Portal
Document Management
- Encrypted Storage
- Client Document Sections
- PDF Hub
- PDF Merge & Password Protect
- Adobe Document API Integration
- Document Version History
Finance & Billing
- Auto Invoice Generation
- Auto/Manual Payment Links
- Fee Tracking & Outstanding
- Expense Management
- GST-Compliant Invoices
Support & Onboarding
- Support Channel Chat & Call
- Onboarding Assistance
Unlimited
Firm Management
- Active Clients Unlimited
- Users (Staff + Admin) Unlimited
- Document Storage Unlimited
- Bulk Import
- Role-Based Permissions
Task & Workflow
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment
- Task Status Tracking
- Support Ticket System
Client Management (CRM)
- Credentials Vault
- Contact Persons
- Document Request Automation
- Client Portal
Document Management
- Encrypted Storage
- Client Document Sections
- PDF Hub
- PDF Merge & Password Protect
- Adobe Document API Integration
- Document Version History
Finance & Billing
- Auto Invoice Generation
- Auto/Manual Payment Links
- Fee Tracking & Outstanding
- Expense Management
- GST-Compliant Invoices
Support & Onboarding
- Support Channel Dedicated Manager
- Onboarding Assistance
Frequently asked questions
What constitutes a "User"?
A user is any staff member, admin, or article assistant who needs access to the platform. Clients are UNLIMITED across all plans. Our Team plan includes 20 User licenses.
Is my client data secure?
We use bank-grade encryption (256-bit AES) for all data at rest and in transit. Your client's financial data is completely secure and private.
Do you offer a free trial?
Yes! All paid plans come with a 14-day free trial. You can test all features before committing to a subscription.
Can I add more than 50 users?
Yes, if you need more than 50 users, you can upgrade to the Enterprise plan which allows for unlimited users and dedicated support.
How does the WhatsApp integration work?
We integrate directly with WhatsApp Business API to send automated payment reminders and compliance alerts to your clients.
Do you provide support for setting up?
Yes, our onboarding team will help you set up your account, import clients, and train your staff on how to use the platform effectively.
Need something custom?
Have specific requirements or need a custom solution? Our team is happy to discuss your needs and create a plan that works for you.