Want to discuss a pilot?
We'd love to learn how your team collects and reviews client documents.
Proposed plans
Simple pricing as your business grows
Explore the early preview today. Paid plans below are planned pricing, not active subscriptions.
Starter
For solo professionals
$19 / month (proposed)
- Up to 20 active requests (planned limit)
- One business user
- Client document portal
- Submission review
- Storage allowance being finalized
For growing teams
Professional
For small accounting and service firms
$49 / month (proposed)
- Up to 100 active requests (planned limit)
- Up to five team members (preview capacity)
- Everything in Starter
- Reusable checklists available in preview
- Storage allowance being finalized
Billing and paid plans are not active. Temporary preview storage allowances apply, and 5 GB / 25 GB allocations are not currently offered.
Frequently asked questions
Can I pay for a subscription today?
No. These are proposed USD monthly prices for future plans. No paid checkout or recurring billing is active.
What happens when I apply?
You'll submit a non-binding request for a pilot conversation. We'll review applications; acceptance is not guaranteed.
Can I upload real financial documents during the preview?
Not yet. Please use dummy data while we complete malware scanning, retention controls and production security validation.
How much storage is included?
Temporary preview allowances apply. Future paid-plan storage and request entitlements have not been finalized.
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