Simple, predictable pricing
Simple, predictable pricing
Start with the standard platform at $29 per user, then add more capabilities as your firm grows. Apply for a free pilot with your firm today!
Start with the standard platform at $29 per user, then add more capabilities as your firm grows. Apply for a free pilot with your firm today!
Standard
For firms ready to modernize their PBC process.
For firms ready to modernize their PBC process.
Unlimited clients
Unlimited client users (free)
Unlimited projects
Unlimited PBCs
Unlimited file uploads
Online training
Support via phone/email
Custom
Popular
Popular
For firms that need custom branding, advanced security, and custom integration.
For firms that need custom branding, advanced security, and custom integration.
Everything in Standard, plus add-ons:
White labeling (branding + domain)
Advanced security (2FA, email/IP lists)
User management (SSO, User sync)
Integration (API, Webhooks)
Flexible payment terms
Our audit workflows have never been smoother, and the client feedback has been overwhelmingly positive.
Our audit workflows have never been smoother, and the client feedback has been overwhelmingly positive.
Alexander Sobanski
Matthias Kleinlosen
Matthias Kleinlosen
Partner at RSM Ebner Stolz
Trusted by 500+ firms, including Baker Tilly, RSM, and Crowe:
What’s included in the standard platform and the add-ons:
What’s included
Standard
Stand..
Standart
Plus
Plus
Plus
Pro
Pro
Pro
Enterprise
Enter...
Enterprise
Project management
Project management
Project management
Comments & mentions
Comments & mentions
Comments & mentions
File uploads & preview
File uploads & preview
File uploads & preview
Notifications & reminders
Notifications & reminders
Notifications & reminders
Your domain & branding
Your domain & branding
Your domain & branding
IP & email whitelists
IP & email whitelists
IP & email whitelists
2FA enforcement
2FA enforcement
2FA enforcement
Extended roles & rules
Extended roles & rules
Extended roles & rules
Single Sign-On (SSO)
Single Sign-On (SSO)
Single Sign-On (SSO)
API access
API access
API access
User sync
User sync
User sync
Flexible terms
Flexible terms
Flexible terms
Training & support
Training & support
Training & support
Give your clients a better experience
while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
Give your clients a
better experience while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
Give your clients a better experience
while making your team more productive
Impress clients
Show clients you're investing in their experience with modern, professional tools.
Equip your team
Give your team the same quality tools the Big 4 firms employees are enjoying.
Faster doc collection
Cut document collection time by 75% and takeon more clients without hiring.
Secure and compliant
Keep confidential files secure and in one simple, secure place.
The platform for auditors and their clients.
Auditi – Made for auditors.
The platform for auditors and their clients.
Auditi – Made for auditors.
The platform for auditors and their clients.