Pricing
No per-person licences: your users are unlimited. Your plan depends on your firm's number of active clients. The 30-day trial is free, no credit card.
Annual · Save up to 17 %
To organize your team's work and client requests.
$149
/ month, unlimited users
billed annually
Recommended
So most of the follow-up takes care of itself.
$349
/ month, unlimited users
billed annually
Everything in Essential, plus:
For firms with many clients.
$599
/ month, unlimited users
billed annually
Everything in Pro, plus:
For large firms and specific needs.
On quote
based on your firm's size
Everything in Firm, plus:
Prices in Canadian dollars, per firm, taxes extra. Neither your team nor your clients' contacts need a licence.
Because your whole team should be working in Dossio, interns and seasonal staff included. You don't have to pay for another licence each time the team grows: your plan depends on your firm's number of clients.
A client with the status "Active" in Dossio. Prospects, inactive and archived clients don't count. If you go over your plan's limit, we offer you the next plan at your renewal, never mid-month.
No. Your clients and their contacts use the portal for free, with no limit.
Pro includes 400 questions a month to the "Ask Dossio" assistant, and Firm includes 800. AI email sorting is included, under fair use. Need more than that? Add 250 questions for $25 a month.
You set up your firm in a minute and use Dossio for 30 days, no credit card. To try the AI assistant, just ask us: we switch it on for your firm.
Migration is a service provided by our team: we import your data from Karbon, Excel or another software, then train your team. The price depends on your starting point and your number of clients; ask us for a quote.
Your data belongs to you. We export it on request, and your accounting files stay in Xero, where they have always been.
Set up your firm in a minute. The trial is free for 30 days, no credit card.
