Client document collection for realtors, lawyers, immigration consultants, and healthcare practices in Ontario and across Canada. All plans include core checklist and request workflows.
14-day free trial · no credit card required · prices in CAD
per month
per month
per month
These plans are for one person. Working with colleagues?
Need a custom seat count or integration? Contact us for custom pricing
Create a business account and the 14-day trial starts at first sign-in. No credit card is collected, nothing is charged automatically, and the trial runs on Starter limits — 50 active clients with unlimited checklist and document-list templates. Sending checklists to clients is never metered during the trial. Read how the trial works →
Your data stays where it is. You cannot continue working in the workspace until you pick a plan, and picking one restores the same clients, checklists, and files. Nothing is deleted because a trial expired.
Business plans are priced and billed in Canadian dollars. The monthly figure shown is the amount charged — there is no setup fee and no per-client charge. For an invoice, a tax receipt, or a question about sales tax on your subscription, contact support before you subscribe.
Starter covers up to 50 clients and includes 1 GB of storage and 10 e-signature requests a month. Professional and Enterprise remove the client limit: Professional includes 5 GB and 50 e-signature requests a month, Enterprise 10 GB and unlimited e-signatures, and both add a branded client portal, emails and custom domain. All three include the same collection workflow — reusable checklists, guest links and client-portal uploads, missing-item tracking, automatic reminders and unlimited document downloads.
Yes. Plans are month to month — upgrade, downgrade, or cancel from Plan & Payments in your account. There is no annual contract and no cancellation fee.
No. Clients are never billed. They either upload through a guest link with an emailed verification code, or through a free my-id.ca account if they prefer to keep their documents. See how a guest link works →
A seat is one person who signs in to your firm's shared workspace. A Team plan is your tier's monthly price times the number of seats, on one invoice. The owner pays for every seat.
Each seat adds its tier's allowance (clients, storage, e-signature requests) to one shared pool. Unlimited stays unlimited. Moving from an individual plan to a Team plan keeps your data: you just add seats.
A teammate works at your firm, sees the shared workspace and takes a paid seat. A co-agent from another firm joins one client for free and sees only what you share with them.