Pricing

Simple pricing for small firms.

Unlimited external clients, no per-client fee, and founder pricing for firms that want to move document collection out of email.

No payment is collected through the public site today. Tell us which plan fits your firm, and we will follow up as access opens.

Get early access Preview the checklist flow
No per-client fee Founder pricing available Unlimited external clients

Choose the plan that matches your team now.

RequestFlow pricing is built around the internal team that manages the checklist workflow. External clients upload for free.

Trial

$0 for 14 days

For firms that want to test a real checklist flow before sending anything live.

  • No card required when access opens.
  • Best first step for one recurring bookkeeping or tax request.
  • Includes the same upload, reminder, and review workflow clients will see later.
Founder Solo

$19/mo founder price

For solo bookkeepers, solo tax preparers, and consultants who want one clean document-collection workspace.

  • Launch price: $29/mo.
  • 1 internal user, 25 active requests, 20GB storage.
  • Receipts, reminders, exports, and audit visibility included.
Founder Small Firm

$39/mo founder price

For 2-3 person bookkeeping and accounting firms that need shared visibility without client logins.

  • Launch price: $59/mo.
  • 3 internal users, 75 active requests, 80GB storage.
  • Notification routing, branded requests, and audit export included.
Busy Firm and Custom

From $69/mo founder

For firms with seasonal volume, more staff, larger storage, or extra security review needs.

  • Busy Firm founder price: $69/mo. Launch price: $99/mo.
  • Custom plans start from $199/mo.
  • Best fit for unusual storage, more users, or a fuller security packet.

Why firms like this model

Pricing follows the people who manage the work, not the number of external clients who need to upload one file.

  • External clients never count as paid users.
  • Active draft requests do not count until they are sent.
  • You can start with one repeated request and expand only when the workflow sticks.

What the public site can do today

  • Show the plan structure and founder ranges clearly.
  • Show the checklist flow and trust pages before the full app is publicly live.
  • Capture firm interest so launch access can open in the right order.

Want founder pricing when access opens?

Tell us how your firm collects documents today, and we will follow up with the matching plan, availability, and next steps.

Get early access