One price. All your clients.

1 workspace, 200 requests per month, 2 approvers, 20 members, and email notifications. Everything you need to get started.

Yes. Upgrade instantly and get immediate access to new features. Downgrade takes effect at the end of your billing period. Your data is never deleted.

You will see a prompt to upgrade. Existing data is never locked or deleted — you just cannot create new items beyond the limit until you upgrade.

Yes. Annual billing gives you 2 months free on both Starter ($290/year) and Growth ($590/year) plans.

Each plan covers your entire firm. You organize clients into workspaces — one per client, or however suits your practice. Free includes 1 workspace, Starter includes 10, and Growth supports up to 50. Your price is based on the plan, not the number of clients.

Your firm pays one flat price regardless of how many clients you manage. Organize each client into its own workspace. Free includes 1 workspace, Starter includes 10, and Growth supports up to 50 — all at the same monthly price. No per-client fees, no surprises.

It depends on the workspace type. Clients invited to Private workspaces use a member seat — if your client has 3 staff who need access, that's 3 members. For clients who don't need private access, use a Public or Code-protected workspace instead — those submissions only require a name and email, no login, no member seat. Most firms use Private workspaces for sensitive documents (W-9s, bank statements) and Public links for everything else.