| Pricing model | Per firm, flat monthly price by team size; monthly or annual billing; every feature on every plan | Per seat per year, billed upfront; 1-, 2- or 3-year commitments; Essentials, Pro and Business plans |
| Starting price | $299/mo for up to 5 users ($2,990/yr if paid annually) | $800/seat/yr on Essentials with a 1-year term ($700 with a 3-year term); multi-user firms start on Pro at $1,000/seat/yr |
| Client portal | Yes — secure expiring links, no client account or password; clients can send the firm a message | Yes — client accounts with secure chat and iOS/Android client apps |
| Document collection / auto-matching | Yes — OCR reads each upload, identifies the document type and links it to the matching checklist item | Yes — portal uploads and document requests; checklist auto-matching not verified |
| Work management | Yes — work board, templates, to-dos, comments; fixed set of five stages | Yes — pipelines with stage-based automations |
| Recurring work | Yes — generated automatically from templates | Yes — including recurring invoices |
| Time & billing | Partial — invoices, budgets and payment recording (no card processing, no time-entry screen yet) | Yes — time tracking, invoicing and payments via Stripe or CPACharge (fees apply) |
| E-signatures | No | Yes — unlimited, with KBA listed on its pricing page |
| Email integration | No — sends reminder emails, but no inbox integration | Yes — Gmail/Outlook sync for client emails |
| Integrations / API | No | Partial — integrations such as QuickBooks Online and Stripe; public API not verified |
| Mobile app | No native app; the client portal works in a phone browser | Yes — firm app and client app (white-label option) |