Multi-client portfolio, deadline tracker, capacity planning, drill-in to any client. White-label optional. Your staff don't pay; your clients do - and you keep the margin.
Every feature is the answer to "how do I run a tighter book without more staff?" - not bolt-on integrations.
You're never billed for the practice surface itself. Tiering changes your wholesale rate per client and the marketing perks.
The Freemi migration team moves your client books for you. Sage 50, Surf, Xero, QuickBooks. We import 24 months of data, reconcile every account, and hand back to you in under a week.
Tier 1 is instant - apply, set up your firm, invite your clients. No wholesale commitment until you onboard your first one.