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.
Standard firm
$274 / month
billed $3,289/year — 1 month free
Up to 15 team members.
Start free trialLarge firm
Let's talk
Custom flat rate for your firm
More than 15 people, multiple offices, or a migration to plan. Still one flat price — never per seat.
Book a demoEvery plan includes everything.
The 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 calendar
- Recurring jobs, templates and review workflow
- Secure client portal and document requests
- Role-based access and a full firm-wide activity log
- Two-factor authentication and per-firm data isolation
- Data stored in Canada (PIPEDA-conscious by design)
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. Small covers up to 7 team members, Standard up to 15, and the Large firm plan covers everything beyond that at a custom flat rate. When you outgrow a plan, moving up takes one click and the price is still flat.
We're a larger or multi-office firm — is Clerra for us?+
Yes. The Large firm plan is a custom flat rate with 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. Book a demo 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.