Choose an annual plan before creating your workspace.
1 seat. Core verification, batch CSV, Excel reports, evidence trail.
Choose this planUp to 5 seats. Everything in Solo, plus PDF reports, review workflow and notifications.
Choose this planUp to 20 seats. Everything in Practice, plus structured analytics (income trend, trustee turnover).
Choose this planUp to 50 seats. Everything in Advisory Firm, plus AI research on every verification and priority support.
Choose this plan