All features included at every tier. Priced by Exempt Customer count. We count customers, not certificates.
For companies managing their own compliance
Includes 1 Vault & up to 250 Exempt Customers.
Included in every tier
7-day free trial. Cancel anytime.
For firms managing compliance for multiple companies
Includes 5 Client Vaults & up to 5,000 Exempt Customers.
Everything in Business, plus
7-day free trial. Cancel anytime.
Not sure which to pick? Start with the tier closest to your Exempt Customer count. You can upgrade or downgrade anytime.
Yes! All plans include a 7-day free trial. Your card is collected at signup, but you won't be charged until the trial ends.
Yes. Cancel anytime with no penalties. Access continues until the end of your billing period.
Pick the tier that matches your Exempt Customer count. All features are included at every tier. As your customer count grows, move to the next tier. No per-customer fees, no overages.
No. All 50 states plus DC are included in every plan. No per-state fees ever.
Each Business tier includes 1 Vault. Add more at a discounted add-on rate. For example, the $99/mo tier adds Vaults at $79/mo each. Agency plans include 5 Client Vaults.
We'll notify you in-app and via email when you're approaching your limit. You choose when to upgrade — no surprise charges, no automatic billing changes.
No. All plans include unlimited team members at no extra cost with role-based permissions.
A unique customer relationship requiring exemption documentation. One customer with certificates in 40 states = 1 Exempt Customer. Different from vendors who charge per certificate.
Yes! Import via CSV, bulk upload PDFs, or sync from your tax system. Key certificate details are captured and organized for review.
7-day free trial. Cancel anytime.
Start Free TrialNo long-term contract. Cancel anytime.