Simple, transparent pricing
One toolkit. Room to grow.
All features on every plan, including Free. Only client, record, form, reminder, invoice, and template limits and storage quotas vary. Paid plans are billed per organization for 30 days, using credit from your shared wallet.
Free to start. No credit card required.
Free
For solo professionals organizing their first client workspace.
$0
for one organization
- Up to 3 clients
- 500 MB storage
- All features included
- Unlimited team members
Start free
No credit card required
Go
For freelancers and small practices managing regular client work.
$10
per organization / 30 days
- Up to 10 clients
- 2.5 GB storage
- All features included
- Unlimited team members
Plus
For growing teamsFor growing agencies and professional service firms.
$25
per organization / 30 days
- Up to 25 clients
- 5 GB storage
- All features included
- Unlimited team members
Compare plans
All features are included on every plan. Paid prices are per organization for 30 days. One organization can stay on Free; additional active organizations need a paid plan. Scroll across to compare all plans on smaller screens.
| Feature or allowance | Free$0 | Go$10 | Plus$25 | Pro$99 |
|---|---|---|---|---|
| Organizations | 1 | Multiple | Multiple | Multiple |
| Clients per organization | 3 | 10 | 25 | 100 |
| Storage per organization | 500 MB | 2.5 GB | 5 GB | 25 GB |
| Records per client | 100 | 500 | 2,000 | 10,000 |
| Forms per client | 1 | 5 | 10 | 25 |
| Draft/scheduled reminders per client | 10 | 25 | 50 | 150 |
| Invoices per client | 10 | 25 | 50 | 150 |
| Reminder templates per organization | 5 | 15 | 30 | 100 |
| Invoice templates per organization | 5 | 15 | 30 | 100 |
| All features included - no feature restrictions | ||||
| Client profiles, search, and status tracking | ||||
| Unlimited team members with roles and permissions | ||||
| Customizable records, columns, and templates | ||||
| Table and Kanban views | ||||
| Rich-text notes, task lists, and mentions | ||||
| Client files, documents, and attachments | ||||
| Public forms with file uploads | ||||
| Form response management | ||||
| Invoice templates, PDFs, and email delivery | ||||
| Reminder templates and scheduled emails | ||||
| Organization activity feed | ||||
| Email delivery logs | ||||
| In-app notifications and preferences | ||||
| Shared wallet and billing history | ||||
| Referral rewards | ||||
| Email and in-app support |
Frequently asked questions
Every plan includes all features. Only client, record, form, reminder, invoice, and template limits, storage quotas, and the number of free organizations differ.
No. Every plan, including Free, includes all features. Choose a plan based on your client, record, form, reminder, invoice, and template limits and your storage quota. You can keep one organization free; additional active organizations are billed separately on a paid plan.
Yes. You can apply a change immediately, which starts a new 30-day period, or schedule it for renewal. A scheduled change adjusts any prepaid renewal credit when needed.
Yes. Your first organization can stay on the Free plan with up to 3 clients and 500 MB of storage. It never expires, and no credit card is required.
A client is a profile you create in an organization to organize that client’s work, files, invoices, and follow-ups. Team members are separate and do not count toward your client limit.
Wallet top-ups are processed securely by Polar using supported card payment methods. We do not currently offer annual billing, ACH, or invoice terms.
Share your referral link with a new user. They receive a discount on their first one-time wallet top-up for 30 days after redeeming the code, and you receive wallet credit after that payment completes.
Each organization has its own plan and its own client, record, form, reminder, invoice, and template limits and storage quota. You can keep one organization free; additional active organizations need a paid plan. Paid plans draw from your shared wallet for 30-day service periods.
We use encrypted connections, authenticated access, and organization-level data isolation. Open an in-app support ticket if you need details about a specific security or compliance requirement.