Free
$0per month
For solo practitioners getting started with digital workflows.
- Budget planner & tax PDF generation
- Document library
- Electronic signing via DocuSeal
- 100MB storage
Pricing
Start free. Upgrade when your practice grows.
Transparent AUD plans for solo bookkeepers and growing firms. Pay securely with Polar when you upgrade.
Plans
Choose the right plan for you
Start on the free tier today. Sign in to upgrade with Polar checkout.
Pro
$29per month
For growing practices that need more volume and Drive sync.
- Everything in Free
- Google Drive backup
- Priority document storage
- Email support
Team
$79per month
For small firms coordinating multiple clients and users.
- Everything in Pro
- Multi user workspace (coming soon)
- Shared document folders
- Dedicated onboarding
FAQ
Frequently asked questions
Common questions about plans, storage, and payment options.
01
Is this built for Australian accounting?
Yes. The budget planner and tax PDF workflow are designed for Australian small business and tax preparation.
02
Can I use it for audit prep?
Yes. Structured taxpayer data, budget summaries, signed PDFs, and PIN protected links give reviewers a clean document trail in one workspace.
03
How does financing data get into the workspace?
Upload bank statements for extraction, track invoices and payees, then review cash position on the dashboard next to the client budget.
04
Do I need a credit card to start?
No. The free plan includes the budget planner, tax PDF generation, document library, and electronic signing. Upgrade when you need Drive backup and more storage.
05
How do payments work?
Pro and Team plans are available via Polar checkout. Sign in and choose a plan from Pricing, Settings, or the upgrade button in your dashboard.
06
Where are my documents stored?
Documents stay in your private Supabase workspace. Signed PDFs can optionally sync to your own Google Drive.
07
Do I need to connect Google Drive?
No. Drive backup is optional. Connect it once in Settings to upload signed PDFs automatically.
08
Can clients sign without creating an account?
Yes. You send a DocuSeal signing flow from the workspace. Completed PDFs save back to the document library.
09
Can I cancel a paid plan anytime?
Yes. Paid plans can be cancelled anytime. You keep access through the billing period, then continue on the free plan.
Polar checkout
Use the free tier today
Create documents, sign PDFs, and upgrade to Pro or Team whenever your practice is ready.
Create free account
Free to start · Upgrade via Polar