| Pricing model | Per firm, flat monthly price by team size; every feature on every plan | Per user per month; Team, Business and Enterprise tiers with different features |
| Starting price | $299/mo for up to 5 users ($2,990/yr if paid annually) | $59/user/mo paid annually, or $79/user/mo paid monthly (monthly billing for teams of 4+) |
| Client portal | Yes — secure expiring links, no client account or password | Yes — tasks and document sharing with clients |
| Document collection / auto-matching | Yes — OCR reads each upload, identifies the document type and links it to the matching checklist item | Yes, document requests and sharing; automatic matching to a checklist not stated on its pricing page |
| Work management | Yes — work board, templates, to-dos, comments; fixed set of five stages | Yes — workflow, to-dos and templates with configurable statuses (limits vary by plan) |
| Recurring work | Yes — generated automatically from templates | Yes — plus task automation on Business |
| Time & billing | Partial — invoices, budgets and payment recording (no card processing, no time-entry screen yet) | Yes — time tracking, budgets, billing and payments |
| E-signatures | No | Yes — sold as eSignature credit bundles |
| Email integration | No — sends reminder emails, but no inbox integration | Yes — integrated email and email triage |
| Integrations / API | No | Yes — e.g. QuickBooks Online Accountant, Xero, Microsoft 365, Gmail, Zapier; Karbon API |
| Mobile app | No native app; the client portal works in a phone browser | Yes — iOS and Android |