Simple, trust-first pricing

Start free. Upgrade when you need more.

Complete one real compliance workflow at no cost. Basic unlocks the full self-service platform for $12.99 per month. Corporate plans add scale, control, and implementation support.

For one business getting organized

Free

$0forever
Complete one core compliance workflow and experience Startup To Corporate before paying.
  • 1 user and 1 entity workflow
  • 1 assessment and basic dashboard
  • Upcoming deadlines and manual tracking
  • 2 private documents and 1 basic report
Check My Business Free
Most popular

For owners, operators, and growing teams

Basic

$12.99/month
Manage up to 5 active entities with ongoing automation and the complete self-service platform.
  • Multiple users and up to 5 active entities
  • Ongoing assessments and automated reminders
  • Full document storage and editable templates
  • Full dashboards, reports, and automated tracking

For large companies, firms, and complex portfolios

Corporate

Custom
Enterprise controls, implementation help, and optional services scoped to the organization.
  • More than 5 active entities, with portfolio capacity scoped to your needs
  • Firm-wide monitoring and role-based access
  • Audit trail and advanced administration
  • Integration planning and priority support
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A useful free workflow. The full system when you are ready.

The upgrade point comes after the core workflow—once the entity profile, assessment, deadlines, documents, and basic reporting have demonstrated their value.

CapabilityFreeBasicCorporate
Users and administrators1 userMultiple usersCustom teams and roles
Entities and workflows1 entity workflowUp to 5 active entitiesCustom portfolio capacity
Compliance assessments1 assessmentOngoing assessmentsPortfolio programs
DashboardBasicFull dashboardFirm-wide monitoring
DeadlinesUpcoming datesAutomated remindersCentral oversight
TrackingManualAutomatedAutomated with controls
Document storage2 documentsFull managementCustom capacity
TemplatesStandard, non-editableEditable templatesCustom firm templates
Reports1 basic reportFull reportsCustom reporting
Role-based permissionsStandard rolesAdvanced roles
Audit historyActivity historyAdvanced audit trail
IntegrationsStandard integrations as releasedScoped integrations
Security and administrationStandardEnhancedAdvanced controls

Corporate and enterprise

Core platform pricing, plus only the services a large organization needs.

Corporate plans include the advanced platform. Implementation-heavy services are scoped à la carte so customers do not pay for work they do not need.

Discuss corporate pricing
  • Portfolio and historical-data migration
  • Custom firm-template setup
  • Dedicated implementation and training
  • Additional document-storage packages
  • Custom integration scoping
  • Priority support and success planning

Questions

How the freemium model works

Where does the paywall appear?

After a customer completes one meaningful workflow: one entity profile, one assessment, basic deadlines, limited documents, and one basic report. They see the solution before being asked to scale.

Does Free expire?

No. The free workspace remains useful for one core workflow. Basic adds ongoing assessments, automation, up to five active entities, more users, documents, reports, and templates.

What if I manage more than five active entities?

Contact us about Corporate pricing and capacity for a larger portfolio. Inactive and dissolved records do not count toward Basic’s active-entity limit.

Why is Corporate contact-based?

Large portfolios often require security review, implementation planning, data migration, custom templates, integrations, or training. Those services are scoped rather than hidden in every subscription.