ClientVault

Simple, transparent pricing

Start free. Upgrade when you grow. No hidden fees. Cancel anytime.

Free

Perfect for getting started

$0forever
Up to 3 clients
Unlimited recurring requests
File uploads
Auto-reminders
Powered by ClientVault badge
Custom branding
Priority support

Starter

For solo bookkeepers

$19/month
Up to 10 clients
Unlimited recurring requests
File uploads
Auto-reminders
Remove badge
Custom branding
Priority support
Most popular

Pro

For established practices

$39/month
Unlimited clients
Unlimited recurring requests
File uploads
Auto-reminders
Remove badge
Custom branding
Priority support

Agency

Everything in Pro, plus priority support

$79/month
Unlimited clients
Unlimited recurring requests
File uploads
Auto-reminders
Remove badge
Custom branding
Priority support

Frequently asked questions

Can I try it for free?

Yes. The free plan includes up to 3 clients with full functionality. No credit card required.

What happens when I hit my client limit?

You'll be prompted to upgrade. Your existing clients and data are never deleted.

Can I cancel anytime?

Absolutely. No contracts, no cancellation fees. Cancel with one click.

Do my clients need to create an account?

No. Your clients access their portal via a simple link — no signup, no password, no friction.

What payment methods do you accept?

We accept all major credit and debit cards, Apple Pay, and Google Pay.