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  Lite Pro Ultimate
Client Management
Form Management
Client Portal
Client/Trust Account
Email/Calendar
Document Management
(Record Keeping)
Template Management
Storage
User Licenses Included
/month /month /month
  • Subscription fees above include forms and regulatory updates.
  • User licenses can be also used for your Sales Agents, and secured based on your desired access level.
  • For pricing on additional licenses beyond 3 users, please contact us at: 1-888-703-7073.
  • Additional storage can be bought at $2/GB/month.
  • Discount: Additional discount is available on annual payment option. Please select a plan to learn more.
  • Refund policy: If for whatever reason you are not happy with the product, please let us know within 30 days of signing up and your full purchase price will be refunded. Your satisfaction is very important to us.
  • All prices are in CDN$. HST is charged on Canadian purchases.