One Price per Firm. Unlimited Clients.
Unlimited Firm Users. 14-Day Money Back Guarantee.
Most Popular
The Smart Workspace
Full Feature Access for Your Entire Firm
$50
mo
2 Months Free!
- Unlimited Firm Users
-
5,000 Credits / Mo What counts as a credit?
- 30GB File Transfer / Mo
- Pre-Built Planning Tools
- Automated Folder Saving
- Data Portability
Scaling Firm
$299
/mo
2 Months Free!
For high-volume practices requiring massive credit limits and dedicated quarterly customer success 1:1 sessions.
Enterprise
For multi-office firms needing centralized user management, granular security roles, and custom feature engineering.
| Features | Smart Ecosystem |
Scaling Firm
WAITLIST
|
|---|---|---|
| Monthly Price | $50 | $299 |
| Annual Price |
$500/yr
|
$2,990/yr
|
| Access & Limits | ||
| Firm Users | Unlimited | Unlimited |
| Credits / Month | 5,000 Credits | Massive Boost |
| Customer Success 1:1 Sessions | - | Quarterly |
| Insights Engine | ||
| Paystub Extraction | ||
| Social Security (SSA) | ||
| Investment Statements | ||
| Brokerage 1099 Standardizer | ||
| Fund Tax Center | ||
| CFP® CE Self-Study | Coming Soon | Coming Soon |
| Financial Planning Builder | ||
| Data Freedom | ||
| Standard CSV / Excel / JSON | ||
Need to convince the owners?
Use our interactive ROI calculator to generate a custom business case PDF showing exactly how many billable hours your firm will save.
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