How does the free trial work?+
Generate a free AI risk assessment at /assess (no credit card required). When you unlock the full report by email, you'll get a signed link to start a 14-day full-access trial of the platform — Pro tier capabilities by default. You can upgrade to Team or Firm at any time during or after the trial.
What's the difference between Team and Firm Starter?+
Team is for internal audit functions auditing your own organization — single workspace, no client-facing features. Firm Starter is for CPA and advisory firms auditing client organizations — multi-client workspaces, branded reports, and a client portal. The pricing reflects the value of the multi-client workflow, not just user count.
What counts as a "concurrent active client engagement"?+
An engagement is "active" when it's in any state between SCOPED and ISSUED (planning through report issuance). Engagements in CHARTERED (not yet planned) and MONITORING (post-issuance follow-up) don't count toward your concurrent cap. There's no hard cap on engagements completed per year — only on how many can be in flight at once.
Can I switch tiers later?+
Yes. Upgrade is immediate; downgrade applies at the next billing cycle. If you're on Firm and downgrade to Team, your client workspaces remain readable but new client engagements aren't creatable until you upgrade back.
Is there a discount for annual billing?+
Yes. Annual billing on Firm Starter and Firm Growth saves approximately 17% (~$2,000-$4,000/yr). Pro and Team are monthly only by default; annual prepay is available — contact sales.
What payment methods do you accept?+
All major credit cards via Stripe. ACH and wire are available for annual contracts on Firm tiers and above.
Do you offer a free tier?+
No free tier, but every plan starts with a 14-day no-credit-card trial via the free AI risk assessment at /assess.
How does enterprise pricing work?+
Enterprise pricing scales with your audit volume, security requirements (SSO, custom DPA, private deployment), and seat count. Most engagements close within 30 days from initial sales call. Talk to sales for a custom quote.