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You can change your Client Hub subscription level at any time.
To change your subscription level:
- Go to Manage Practice on the left navigation under Menu
- Your current subscription will be highlighted in green
- If you are on the Standard Plan, click the Upgrade button in the Pro box to upgrade
- If you are on the Pro Plan, click the Downgrade button in the Standard box to downgrade
Standard Plan - $35/mo for the first firm user / $20/mo for each additional firm user
- Unlimited customizable client workspaces
- Unlimited client users
- Client Task Templates
- Client Task Dashboard
- File Manage for client file sharing
- File Manager for internal file sharing
- Client Onboarding Game Plan
- Client Hub mobile app for iOS and Android
Pro Plan - $45/mo for the first firm user / $30/mo for each additional firm user
- All the great features of Standard
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- QBO Integration - Automated Client Tasks to instantly resolve QuickBooks uncategorized expenses
- Internal Jobs & task (coming September 2020)