One price. Unlimited everything.
Built for accounting, bookkeeping, tax, and advisory firms. No per-seat fees, no per-client fees, no overages, no contracts.
Flat fee per firm. 7-day free trial, card required. Auto-bills $97/month when the trial ends. Cancel anytime.
Start your 7-day trialA card is required. You won’t be charged until the trial ends.
- Unlimited firm users (Owner / Admin / Staff / Read-only roles)
- Unlimited clients
- Unlimited onboarding runs
- Unlimited templates
- Unlimited file uploads (50 MB per file)
- Tamper-evident e-signature with audit-trail PDF
- AI-generated reminder copy + completion summaries (Claude Haiku 4.5)
- GoHighLevel integration with HMAC-signed webhooks
- Tokenized magic links with per-token expiry and revocation
- Per-channel client consent tracking (email / SMS / voice)
- Append-only audit log
- Branded client wizard (your firm’s logo and accent color)
- Mobile-first onboarding experience for end clients
What about fees we pass through?
ClientLaunch absorbs the AI generation cost within your $97/month. We do not charge per-message, per-step, or per-document fees. If you wire up GoHighLevel for SMS/email/voice delivery, you pay GHL their usual rates directly — we never resell their services. Stripe processes your $97/month payment to us; if you choose to take payment from your end clients through the wizard, Stripe processes those payments directly to your own Stripe account.
Frequently asked questions
Ready to stop chasing onboarding tickets?
Start your 7-day trial. Card required, auto-bills $97/month after. Cancel anytime.