Easy and Simple Pricing
Choose the plan that fits your practice. All plans include secure document sharing, mobile-optimized forms, and our intuitive client management tools.
All Plans Include
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Contact SalesFrequently Asked Questions
Does Easy Client Docs offer a free plan?
Yes, Easy Client Docs offers a free plan with no credit card required. You can get started immediately with secure document sharing, mobile-optimized forms, and client portal access.
Can I switch plans at any time?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately and billing is prorated.
Is there a discount for annual billing?
Yes, choosing annual billing saves you 17% compared to paying month-to-month.
What features are included in all plans?
All plans include secure document sharing, mobile-optimized forms, client portal access, IRS Pub 4557 compliant storage, magic link requests, e-signatures, email notifications, and document collection links.
Is Easy Client Docs secure for sharing tax documents?
Yes. Easy Client Docs uses AES-256 encryption for all files in transit and at rest, multi-factor authentication, and is hosted on SOC 2 compliant infrastructure. It is compliant with IRS Publication 4557 guidelines for tax data security.