Pricing
Every plan starts with a 7-day free Pro trial. No credit card required.
Most Popular
Pro Plan
Payments, branding, team & file exchange
$29.99/month
7-day free trial • No credit card • Cancel anytime
Everything in Basic, plus:
- Secure file exchange — Share and receive documents with clients through an encrypted portal.
- Recoup processing fees — Automatically add a customizable convenience fee to cover card and ACH costs.
- Create invoices in QuickBooks — Push new invoices straight into QuickBooks Online.
- Unlimited clients & team members — Grow without worrying about limits.
- Team management — Invite team members and manage permissions across your organization.
- Custom branded portal — Add your logo and colors so it feels like your system.
- Priority support — Skip the line and get answers faster.
For Solo Users
Basic Plan
The simpler option for one-person businesses
$14.99/month
7-day free trial • No credit card • Cancel anytime
What you get:
- Clients view and pay invoices online — Credit card and ACH payments through QuickBooks Payments, right from their portal.
- Secure client portal — A simple, private place for clients to see their account anytime.
- QuickBooks sync & integration — Customers and invoices stay up to date automatically.
- Up to 100 clients — Plenty of room for a solo practice.
- Easy setup & account management — No tech headaches — up and running fast.
- Email support — Get help when you need it.
Custom Solution
Enterprise
QuickBooks import and batch modify tools, advanced branding, and priority support
Custom Pricing
Based on your specific needs
Everything in Pro, plus:
- QuickBooks import tool (invoices)
- QuickBooks batch modify and reclassification
- Advanced branding (palette and style extraction)
- Analytics Library with pinned widgets
- White label, custom domain and custom sending domain
- Audit log of sign-ins and changes, with CSV export
- Client request forms with a tracked-delivery requests queue
- Priority support with a 4-hour response SLA
In development
- API access and webhooks
- SSO / SAML
About Payment Processing
Important: ClientSynq does not process payments directly. All payments are processed through QuickBooks Payments, which you must have enabled in your QuickBooks Online account.
- •You must have an active QuickBooks Payments account to accept credit card and ACH payments
- •Standard QuickBooks Payments processing fees apply (set by Intuit/QuickBooks)
- •ClientSynq provides the secure portal interface — QuickBooks Payments handles the actual payment processing
- •Need help setting up QuickBooks Payments? We offer a one-time $79 setup assistance session (free for Pro users!)