Recurring client volume
The number and type of ongoing client engagements your team manages.
Pricing
Pricing that fits your recurring client workflow.
Start with pilot pricing and guided onboarding. Firms with more clients get a plan confirmed after a short conversation about volume, team, and workflow.
Pilot pricing
$99/month
for up to 50 clients
Guided onboarding included. Pilot seats are limited.
What shapes your proposal
Workflow complexity
How information is requested, reviewed, resolved, and handed to the accounting team.
Implementation needs
Your team structure, current stack, and the support needed to launch well.
What the demo covers
A focused conversation—not a forced sales process.
- Your current monthly client document-collection workflow
- Where information and follow-up get stuck
- The relevant WeCloseBooks document-collection capabilities (and planned roadmap)
- Integration status for the tools you use
- Scope, onboarding expectations, and pricing
Get a clear answer for your firm.
Bring your client count and current process. We will confirm fit and pricing.
Book a 15-Minute Demo