Pricing
Prices in Canadian dollars, billed monthly or yearly. No contract. E-signature is included in every plan.
Founding offer 25 of 25 spots left: free through April 30, 2027, then your price is locked. Claim a spot
For solo preparers
$10 /month
Flat price, billed monthly.
$100 /year
That’s $8.33 a month. You save $20.
Price locked for life
Start free with Studio14-day free trial. No credit card.
More than 100 clients? Unlimited is $20 for one user.
For firms of 2 to 15
$12 /user/month
Billed monthly. No minimum.
$120 /user/year
That’s $10 a month per user. You save $24.
Price locked for life
Start free with Team14-day free trial. No credit card.
Everything in Studio, plus:
For busy firms, no counting
$20 /user/month
Billed monthly. No minimum.
$200 /user/year
That’s $16.67 a month per user. You save $40.
Price locked for life
Start free with Unlimited14-day free trial. No credit card.
Everything in Team, plus:
The price you sign up at never goes up, for as long as your subscription stays active. It’s written into our terms, not just promised here. See the terms
The first 25 firms to join use AccountantPortal free through April 30, 2027, with every feature of their plan. After that, you continue on your plan at the price you signed up at, locked for life.
Claim a spotOn Studio and Team, extra envelopes are $5 per 25 (Unlimited has no cap). An envelope is one signature request: one or more documents sent to one or more signers.
A client you’re working with. Archive clients you no longer serve and they stop counting; you can restore them later.
One signature request: one or more documents sent to one or more signers. A T183 sent to a couple to sign is one envelope.
Add a pack of 25 for $5. Envelope allowances reset every month.
No limit on active clients or signature envelopes, and priority support: your questions go to the front of the line. Everything else is the same as Team.
No. The price you sign up at is locked for as long as your subscription stays active. If you cancel and come back later, or move to another plan, that day’s price applies and is then locked the same way.
Yes, on monthly plans. Pause billing for 1 to 6 months from Settings → Billing: the pause starts when the month you’ve paid for ends, and you can resume early at any time. While paused you pay nothing, the account is read-only, your clients can still send documents, nothing is deleted and your price stays locked.
No. You pay monthly or yearly, and can cancel any time.
Yes: 14 days, no credit card, every feature. You choose a plan only if you want to keep going.
No. It’s included in every plan.
The first 25 firms use AccountantPortal free through April 30, 2027. After that, they continue on the plan they chose, at the price they signed up at, locked for life.
Set up your checklists, send one to a real client and watch the reminders do the work. If it isn’t for you, you’ve lost nothing.
14 days free · No credit card · Cancel anytime