Simple, transparent pricing

One flat monthly price — no per-client fees, no seat charges, no surprises.

Beta Tester Offer — Pro plan free for 6 months

Join now during early access and get the full Pro plan at $0 for your first 6 months. No credit card required upfront. After 6 months, continue at the standard rate or choose Starter.

Claim the offer →

Starter

$29/month

Internal task management, commission schedules, manual statement tracking, and email integration. Perfect for solo bookkeepers.

Get started
  • Client management & full client records
  • Task automation (recurring & one-off)
  • Manual bank statement tracking
  • Reconciliation matrix — month-end at a glance
  • Document management & bulk download
  • QuickBooks customer sync
  • Gmail email integration
  • Commission schedules
  • Owner & AM dashboards
  • Leads & proposal builder
  • Client portal (secure document upload)
  • SMS communications (Twilio)Coming soon
  • Google Drive integration
  • Role-based team access (multiple AMs)
Most popular

Pro

Beta tester offer
$0
$69/month
for 6 months

Then $69/month — cancel or switch anytime.

Everything in Starter, plus automated client onboarding, branded client portals, Google Drive integration, leads, and full team management.

Claim 6 months free →
  • Client management & full client records
  • Task automation (recurring & one-off)
  • Manual bank statement tracking
  • Reconciliation matrix — month-end at a glance
  • Document management & bulk download
  • QuickBooks customer sync
  • Gmail email integration
  • Commission schedules
  • Owner & AM dashboards
  • Leads & proposal builder
  • Client portal (secure document upload)
  • SMS communications (Twilio)Coming soon
  • Google Drive integration
  • Role-based team access (multiple AMs)

Frequently asked questions

Can I switch plans later?

Yes — you can upgrade or downgrade at any time from your account settings. Changes take effect at the next billing cycle.

What is the beta tester offer?

Beta testers get the full Pro plan completely free for 6 months — no credit card required upfront. After 6 months, you'll have the option to continue at the standard Pro rate or switch to Starter. As a thank-you for your early feedback, you also lock in a founding-member discount for as long as you stay subscribed.

What counts as a 'client'?

A client is any business or individual you manage inside Practice Keeper Pro — there's no per-client fee on either plan.

Do I need a Twilio or Google account?

SMS requires your own Twilio account credentials. Gmail integration uses OAuth — each team member connects their own Google account.

Is my data secure?

All data is encrypted in transit and at rest. Access is role-scoped — account managers only see their own clients.

Beta spots are limited

Claim your 6 months free

Sign up as a beta tester and get the full Pro plan at no cost for 6 months. Help shape the product — and lock in your founding-member rate before public launch.