Simple, Honest Pricing
No per-user fees. One flat monthly rate per plan — all the tools your firm needs, for one predictable price.
Pricing plans
📝 All plans require a 6-month minimum agreement — half the commitment of competitors who lock you in for 12 months.Monthly billing adds 18% vs. semi-annual.
Starter
Billed monthly
Perfect for solo practitioners and small firms getting started.
Order NowOne-time onboarding: $399
Professional
Billed monthly
Our most popular plan for growing firms.
1 location included. Additional locations $249/mo each.
One-time onboarding: $599
Team
Billed monthly
For firms scaling up with a mid-size team.
1 location included. Additional locations $249/mo each.
One-time onboarding: $799
Business
Billed monthly
For established firms with larger teams.
1 location included. Additional locations $249/mo each.
One-time onboarding: $1,199
Enterprise
For larger practices and multi-office firms.
Contact SalesOne-time onboarding: Custom
No credit card required. Schedule a free demo to get started.
🏢 Multi-Location Firms
Professional plans and above include 1 location. Additional locations are available at $249/mo per location — provisioned by the CPApex team.
Contact us to add locations →Feature Comparison
| Feature | Starter | Professional | Team | Business | Enterprise |
|---|---|---|---|---|---|
| Users | Up to 3 | Up to 10 | Up to 15 | Up to 25 | Unlimited |
| Clients | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Storage (SecureDocs) | 10 GB | 100 GB | 250 GB | 500 GB | Unlimited |
| ClientHub CRM | |||||
| InvoiceDesk | |||||
| TimeTrack | |||||
| SecureDocs | |||||
| EngageDocs (E-Signature) | |||||
| DeadlineIQ | |||||
| FirmPulse Alerts | |||||
| ClientConnect Portal | |||||
| ConnectIQ Messaging | |||||
| GrowthDesk | Soon | Soon | Soon | Soon | |
| FirmHQ Admin Suite | |||||
| Dedicated Onboarding | |||||
| Custom Integrations | |||||
| Dedicated Account Manager | |||||
| On-site Training | |||||
| SLA Guarantee | |||||
| Additional Locations | $249/mo | $249/mo | $249/mo | Negotiated | |
| Support | Priority email & chat | Priority email & chat | Phone & priority | 24/7 dedicated |
Frequently Asked Questions
Is there an onboarding fee?
Yes — a one-time onboarding fee covers dedicated setup, data migration, staff training, and your first 30 days of priority support. Starter: $399 · Professional: $599 · Team: $799 · Business: $1,199 · Enterprise: Custom.
Is there really no credit card required?
Correct. Schedule a free demo with just your email — no payment info needed. Our team will walk you through everything and help you choose the right plan.
Can I switch plans later?
Yes, you can upgrade or downgrade at any time. Changes take effect immediately and billing is prorated.
What counts as a user?
Any team member with login access to your CPApex account. Clients using the ClientConnect portal are not counted as users.
Do you offer discounts for annual billing?
Yes! Annual plans are billed at 10 months for the price of 12 — an effective 17% discount. Contact us to set this up.
Is my data secure?
Absolutely. We use AES-256 encryption at rest and TLS in transit. Data is hosted in SOC 2 compliant data centers with daily backups.
What happens to my data if I cancel?
You can export all your data at any time. After cancellation, your data is retained for 30 days before permanent deletion.
Not Ready to Commit?
Try Free for 14 Days.
Get full access to CPApex — all 11 modules, all features — completely free for 14 days. No credit card. No risk. Instant access.
Still Have Questions?
Our team is happy to walk you through the right plan for your firm.