Every plan starts with a 7-day free Pro trial. No credit card required.
Most Popular
Pro Plan
Payments, branding, team & file exchange
$29.99/month
7-day free trial • No credit card • Cancel anytime
Everything in Basic, plus:
- Secure file exchange — Share and receive documents with clients through an encrypted portal.
- Recoup processing fees — Automatically add a customizable convenience fee to cover card and ACH costs.
- Create invoices in QuickBooks — Push new invoices straight into QuickBooks Online.
- Unlimited clients & team members — Grow without worrying about limits.
- Team management — Invite team members and manage permissions across your organization.
- Custom branded portal — Add your logo and colors so it feels like your system.
- Priority support — Skip the line and get answers faster.
For Solo Users
Basic Plan
The simpler option for one-person businesses
$14.99/month
7-day free trial • No credit card • Cancel anytime
What you get:
- Clients view and pay invoices online — Credit card and ACH payments through QuickBooks Payments, right from their portal.
- Secure client portal — A simple, private place for clients to see their account anytime.
- QuickBooks sync & integration — Customers and invoices stay up to date automatically.
- Up to 100 clients — Plenty of room for a solo practice.
- Easy setup & account management — No tech headaches — up and running fast.
- Email support — Get help when you need it.
Custom Solution
Enterprise
Custom analytics dashboards, a data warehouse for your historical data, and custom QuickBooks import and reclassification workflows
Custom Pricing
Based on your specific needs
Everything in Pro, plus:
- Custom analytics dashboards — Purpose-built views and reports for your business workflows
- Data warehouse — Historical sales data archived, searchable, and exportable alongside QuickBooks
- Custom QuickBooks import & reclassification — Tailor-built bulk import and batch-modify tools aligned with your workflows
- Dedicated design session — Meet with our designers to tailor the portal to your needs
- Priority support & SLA — Faster response times, uptime commitments, escalation paths
- Onboarding & training — Guided setup and training sessions for your staff
- Advanced security & compliance — SSO/SAML, audit logs, custom data retention
- Flexible data integrations — Custom syncs beyond QuickBooks (ERP, CRMs, industry platforms)
- Dedicated account manager — Single point of contact for ongoing success
About Payment Processing
Important: ClientSynq does not process payments directly. All payments are processed through QuickBooks Payments, which you must have enabled in your QuickBooks Online account.
- •You must have an active QuickBooks Payments account to accept credit card and ACH payments
- •Standard QuickBooks Payments processing fees apply (set by Intuit/QuickBooks)
- •ClientSynq provides the secure portal interface — QuickBooks Payments handles the actual payment processing
- •Need help setting up QuickBooks Payments? We offer a one-time $79 setup assistance session (free for Pro users!)