ClientSynq has three plans: Basic, Pro and Enterprise. Each organization has its own plan and its own subscription. Every new organization starts with a free 7-day trial of Pro.
Before you start
- You need the Manage Billing permission to open Billing & Plans. Owners always have it. The Administrator role does not.
- To choose or change a plan, you must be the owner or have a role with Manage Billing. The Administrator role does not include Manage Billing. Anyone else sees "Only an owner or administrator can change the plan".
- To choose or change a plan, you must also have accepted the current Terms. See Accept updated Terms.
Compare the plans
| Basic | Pro | Enterprise | |
|---|---|---|---|
| Price | $14.99/month | $29.99/month | Custom pricing |
| Team | Owner only | Unlimited team members | Unlimited team members |
| Clients (invited to the portal) | Up to 100 | Unlimited | Unlimited |
| Client portal and QuickBooks sync | Yes | Yes | Yes |
| Clients pay invoices online by card and ACH (through QuickBooks Payments) | Yes | Yes | Yes |
| Convenience fees | No | Yes | Yes |
| Custom branding (logo and colors) | No | Yes | Yes |
| File Exchange | No | Yes | Yes |
| Library, QuickBooks import and batch modify | No | No | Yes |
| White label, custom domain and custom sending domain | No | No | Yes |
Some tools, such as Square Sales Import and Box Counting, are add-ons ClientSynq turns on for an organization. They are not part of a plan.
Screenshot to come: Billing & Plans → Basic, Pro and Enterprise plan cardspublic/help/billing/plans-and-trials-1.png
How the free trial works
- The trial lasts 7 days and includes every Pro feature. No card is needed to start.
- During the trial, Billing & Plans shows You're on a Pro free trial and the days left.
- The owner gets an email 3 days before the trial ends, 1 day before, and when it has ended.
- If you add a card while more than 2 days of the trial remain, the trial keeps its end date and the first charge happens when it ends. With less time left, the card is charged at checkout.
- If the trial ends without a card, the organization becomes inactive. Your team can only open Billing & Plans, and your clients see a message that invoicing is not available, until you choose a plan. Your data stays in place.
Choose a plan
- Open Settings (under your name, bottom left of the sidebar), then Billing & Plans.
- Check the organization named under Managing Subscription For:. To choose a plan for a different organization, switch organizations first (under your name, bottom left: Switch organization).
- On the plan you want, select the button:
- Add payment method on the plan your trial is for.
- Start Basic or Start Pro to start a plan.
- Contact Us on Enterprise. See Ask about Enterprise.
- Enter your card on the secure checkout page and confirm.
- You return to your Dashboard, which shows You're all set!
Ask about Enterprise
Select Contact Us on the Enterprise card. ClientSynq sends your request to the team, shows Request received, and emails you a confirmation with a reference number. The team contacts you by email to discuss pricing.
Good to know
- If you already have a paid subscription, selecting another plan opens Update payment information. Select Open billing portal to change your plan there. See Manage your subscription.
- Pricing is per organization. Each organization needs its own subscription.
- If you choose Basic, features that need Pro, such as team members, branding, File Exchange and convenience fees, are not available.