What type of users are included, and how many do I get?

Your Advisor Plan includes unlimited Advisor Users at no additional cost.

Advisor Users are members of your firm who use your firm’s email domain and collaborate on client engagements. You can assign each Advisor User access to one, several, or all client companies.

Each client company also includes one Client User. Additional Client Users can be added for $29/month or $299/year per user.

This gives your firm the flexibility to collaborate internally while providing clients with secure access when needed.