Flat-rate pricing. Your whole team included.
One price for the whole firm, from a two-person shop to a multi-office practice. Every feature on every plan. Pay yearly and get one month free.
Starter
$149/ month
or $1,639/year · one month free
bonus seats, free
7 team members total — no extra cost.
Everything Clerra does, for a small practice.
- 100 GB secure document storage
- Client portal & document requests
- Automatic CRA + provincial deadlines
14-day trial · no credit card
Firm
$399/ month
or $4,389/year · one month free
Room to grow the team — same flat firm price.
- 500 GB secure document storage
- Everything in Starter
- Priority email support
14-day trial · no credit card
Practice
$749/ month
or $8,239/year · one month free
For established, multi-team practices.
- 2 TB secure document storage
- Everything in Firm
- Guided onboarding & data migration
14-day trial · no credit card
Hire freely. Your price doesn't change until your team roughly doubles — never with every new person you add.
Predictable firm pricing, all the way up.
One flat price for the whole firm, scaled to your team, infrastructure and support needs — never per-seat charges as you hire. And the bigger your firm, the better the value: larger teams get more capacity for proportionally less. Tell us about your practice and we'll tailor a plan.
One predictable price for your firm — never an expensive individual subscription every time you add someone.
Stop paying for every seat.
Tools like Karbon, TaxDome and Financial Cents charge for every user — so every hire raises your bill. Clerra is one flat price for the whole firm.
Typical per-seat tool
~$975/mo
A 15-person firm at ~$65 per user, every month.
Clerra Firm
$399/mo
The same flat price whether you're 8 or 15.
That's about $6,900 a year back in your firm.
Illustrative comparison based on typical published per-user pricing for practice-management software; each vendor's pricing varies by plan, term and region.
Everything included — even the parts others charge extra for.
Client portal, in-app messaging, e-signatures, and automatic off-site backups kept in Canada — all in the box. Plans differ only by team size; the software doesn't.
- Your whole team, one flat price — never per seat
- Unlimited clients and filings
- Automatic CRA + provincial deadline engine
- Recurring jobs, templates and review workflow
- Secure client portal and document requests
- Team chat and secure client messaging in the portal
- E-signatures and engagement letters
- Time tracking and invoicing
- The document vault, organized like an accounting file
- Automatic encrypted off-site backups, kept in Canada
- Role-based access and a full firm-wide activity log
- Two-factor auth, per-firm isolation and Canadian data residency
Questions firms ask us
Why flat-rate instead of per seat?+
Per-seat pricing punishes growing firms and turns every hire into a software decision. A 10-person firm can easily pay $10,000+ a year on per-seat tools. Clerra is one price for the whole firm — add staff whenever you need to, the price doesn't move.
What happens after the 14-day trial?+
You pick a plan, or you don't — there's no credit card required to start, and nothing is charged automatically. If your trial lapses, your data stays safe and read-locked until you choose a plan.
Which plan is right for us?+
It's by team size, not features — every plan includes everything. Starter covers up to 7 team members (with the current Small Firm Offer), Firm up to 15, and Practice up to 30. Firms of 31+ get a custom firm-based quote. Moving up takes one click and the price stays flat.
We're a larger or multi-office firm — is Clerra for us?+
Yes. Firms of 31+ get the same predictable, firm-based pricing scaled to team size, infrastructure, implementation and support — for example, a 76–100 person firm lands around $2,199/month, and the per-person cost keeps dropping as you grow. It includes the same unlimited-everything model, plus help migrating your client list, role-based access for bigger teams, per-firm data isolation and a full activity log. Let's talk and we'll scope it with you.
Can we cancel?+
Any time, from the billing page, no phone call required. Your data remains exportable and is never held hostage.
Does Clerra replace our tax or accounting software?+
No, deliberately. Clerra is the practice-management layer that runs around QuickBooks, Xero, TaxCycle, ProFile or CCH — clients, deadlines, work and documents. Your filing tools stay exactly as they are.
Try it free for 14 days.
No credit card to start. Set up your firm in an afternoon.