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

$29/mo

per firm user

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.

Auditi – Made for auditors.