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Start for free. Upgrade when you grow.

You pay per firm, never per client. Every plan includes reminders, review, and encryption with your firm’s own key.

Get started for free · No credit card required

Billing period

No contracts, cancel or change plan any time.

Prices in euros, excluding VAT.

Compare plans. Security and the full workflow are included in every plan.

FeatureFreePlusProEnterprise
Usage
Active requests250UnlimitedUnlimited
Team members2UnlimitedUnlimitedUnlimited
Clients5UnlimitedUnlimitedUnlimited
Storage1 GB100 GB500 GBCustom
Reusable custom templates3UnlimitedUnlimitedUnlimited
Ready-made starter templatesIncludedIncludedIncludedIncluded
Requests
Drag-and-drop request builderIncludedIncludedIncludedIncluded
File uploads with rules for type, count, and sizeIncludedIncludedIncludedIncluded
Due dates and automatic remindersIncludedIncludedIncludedIncluded
Due date and reminder schedule templatesNot includedIncludedIncludedIncluded
Conditional reminder rulesNot includedIncludedIncludedIncluded
Edit requests after sendingIncludedIncludedIncludedIncluded
Review
Approve or request changes on each itemIncludedIncludedIncludedIncluded
Client questions on any itemIncludedIncludedIncludedIncluded
Activity logNot includedIncludedIncludedIncluded
Client portal
Guided portal, no client accountsIncludedIncludedIncludedIncluded
Works on any phone, progress savedIncludedIncludedIncludedIncluded
Portal and emails in English and GermanIncludedIncludedIncludedIncluded
Several contacts per clientIncludedIncludedIncludedIncluded
Portal branding: your logo and colorsNot includedIncludedIncludedIncluded
Custom domain for your portalNot includedIncludedIncludedIncluded
Security
AES-256 in transit and at restIncludedIncludedIncludedIncluded
Encryption with your firm’s own keyIncludedIncludedIncludedIncluded
Virus scanning on every fileIncludedIncludedIncludedIncluded
Hosted in Frankfurt, GDPR compliantIncludedIncludedIncludedIncluded
Clients confirm their email with a one-time codeIncludedIncludedIncludedIncluded
Roles and permissionsIncludedIncludedIncludedIncluded
Strict tenant isolationIncludedIncludedIncludedIncluded
Support
Email supportIncludedIncludedIncludedIncluded
Onboarding for your teamNot includedNot includedNot includedIncluded
Invoice billing and custom contractNot includedNot includedNot includedIncluded

Questions about pricing

Is the free plan really free?

Yes. No credit card required. Upgrade when you need more active requests, more storage, or your own branding.

What counts as an active request?

A request is active from the moment you send it until it’s completed. Drafts, templates, and completed requests don’t count, so you can keep your full history on any plan.

Do my clients pay anything or count as team members?

No. Clients never need an account and never count as team members. Team members are the people at your firm who create and review requests.

Can I change or cancel my plan?

Yes. There are no contracts. Upgrade, downgrade, or cancel any time from your settings, for example after the busy tax season.

See all questions

More time for your expertise. Less time chasing documents.

Send your first request in minutes with a ready-made template, and win back the hours you spend on follow-up emails and calls every week. Reminders run on their own, and everything arrives organized, so you can get straight to the work your clients pay you for.

Get started for free · No credit card required