ONE FLAT RATE, NOT PER USER

Strategic Pricing Solutions

147/m

For Growing Accounting Firms

Includes up to 5 users total and 500GB storage — a single flat rate, not per seat.

Everything in Starter, plus more power to scale:

  • Advanced CRM pipelines & deal tracking

  • Client-side live chat for real-time communication

  • Dynamic proposals & custom folder generators

  • More storage for client documents (500GB)

  • Teams & Circles for easy grouping and management

  • Custom menus and fields for tailored workflows

Professional Plan

Basic Plan

97/m

For Solopreneurs & Small Firms

Includes up to 2 users total and 100GB storage — one flat price, not per user.

Everything you need to run your firm in one place:

  • Unlimited CRM contacts & staff

  • Client & company portals with custom branding

  • Documents & e-signatures (contracts, proposals, agreements)

  • Secure file storage & sharing (100GB)

  • Billing, invoices, estimates, & QuickBooks Online integration

  • Time tracking & billable hours

  • Calendar, events & appointment scheduling with Google Calendar sync

  • Project management with tasks, templates, & client collaboration

  • Email marketing campaigns & autoresponders

  • White-labeled portals, custom URLs, and branded emails

MOST POPULAR

Enterprise plan

299/m

For Established Firms & Multi-Staff Teams

Includes up to 15 users total and 2TB storage — simple, predictable pricing.

Everything in Professional, plus advanced automation:

  • Complete automation toolkit

  • FLOWs onboarding sequences

  • Task dependencies & checklist automations

  • LMS for staff training & client education

  • Support tickets & help desk functionality

  • Client/customer journey mapping

  • 2TB of secure storage for all client files

FAQs

Your Questions, Answered

  • No. Evolve ProSuite is flat-rate pricing. Each plan covers a set number of users (for example, up to 2, 5, or 15) at one flat monthly cost. You’ll never be surprised by per-user fees.

  • You can easily upgrade to the next plan when you’re ready. For example, if you start with the Basic Plan (2 users) and hire more staff, you can move into the Professional Plan (up to 5 users) with just a few clicks.

  • Yes. Each plan includes secure, built-in storage — 100GB, 500GB, or 2TB depending on your tier. Your clients and team can securely upload, store, and share documents without relying on Dropbox or Google Drive.

  • No setup fees, no hidden costs. What you see on the pricing page is what you pay. All features are included in every plan, and the only difference between tiers is the number of users and storage size.

  • Yes. We offer a free trial so you can explore the platform, onboard your team, and experience the features before making a decision.

  • All plans include support. You’ll have access to our knowledge base, training resources, and a dedicated support team ready to help with questions or onboarding.

  • No. Clients do not count as users. A “user” means an internal staff member who needs login access. You can add as many clients as you like without it affecting your plan.

  • Very. We use encrypted storage and secure client portals to keep your firm’s and clients’ data safe. Security is built into every feature, from file sharing to messaging.

  • Yes. There are no long-term contracts. You can cancel your subscription anytime before your next billing cycle, and you won’t be charged again.

  • Growth + Profitability

    On average, firms using CRM tools grow 20% faster by streamlining workflows, automating billing, and improving client retention.

  • Client Experience

    Accounting firms that implement client portals report a 35% increase in client satisfaction due to faster communication and secure document access.

  • Efficiency + Time Savings

    Efficiency + Time Savings

    Firms using an integrated CRM save an average of 8+ hours per week by eliminating manual follow-ups and consolidating client communication.