Client onboarding software pricing benchmarks 2026

The median entry price is $29 per month across 13 tools that publish a US-dollar subscription price. Each price was read from the vendor's own pricing page in October 2026. The middle half of them start between $19 and $50 per month. Four of 15 charge per user, and only one shows a $0 plan. On the six tools that show both terms, paying month to month costs a median 30% more than annual billing.

The numbers

Every figure below comes from the vendors' own pricing pages, opened in a browser and saved as full-page screenshots. Each table row links its screenshot.

• Entry price, median: $29 per month (13 tools, cheapest paid plan on its cheapest billing term).
• Entry price, middle half: $19 to $50 per month.
• Lowest and highest entry price: $9 (Bonsai Basic) and $825 (FileInvite Standard).
• Seat model: four per user, five flat, five priced by clients or volume, one per use (of 15 with prices).
• A $0 plan on the pricing page: one of 15 (Assembly).
• Monthly billing premium: median 30% over annual on the entry plan, 20% to 69% (six tools showing both terms).
• Annual price shown first: nine of 12 pricing pages open on the annual-billed price.
• No public prices: Moxo.

The entry price is the cheapest paid plan on the cheapest billing term the page shows, for one user. Two entry plans carry limits: Financial Cents Solo is for single-user firms, and Ignition Solo is for firms under $150k in revenue.

Prices by tool

Prices are US dollars per month unless a cell says otherwise. "Not shown" means the page did not display that billing term when it was captured. It does not mean the term is unavailable.

Notes by tool

• HoneyBook. Team members by tier: Essentials up to 2, Premium unlimited. The captured page carried a "Fall savings! Get special prices on annual plans." banner, so the annual prices may be promotional. Monthly prices were not shown in the default state.
• Dubsado. 3 additional users free; 4 to 10 users $25/mo extra. The page says "Start for free" but lists no $0 plan.
• Clustdoc. PRO: 3 user seats and 50 new applications per month. The page defaulted to euros and does not state the billing term. The dollar view was not captured, so Clustdoc is outside the US-dollar statistics. EXPERT and ULTIMATE are "On quote".
• Content Snare. Users and active requests set the tier: 2, 5, 10, 20 or more users. Monthly prices were not shown in the default state.
• SuiteDash. Unlimited clients and staff on every plan. Yearly and "Century" prices were not shown in the default state.
• Moxo. The pricing URL redirects to the homepage, which shows no prices (checked October 26 and 30, 2026).
• Assembly. Active contacts set the tier; internal users included: 1, 1, 3, 5, unlimited. Formerly Copilot. Plan prices render as animated digits, so Professional, Advanced and Enterprise were read from the screenshot. Monthly prices other than Starter's were not shown.
• TaxDome. Essentials is solo-user only. TaxDome's page answered the capture script with HTTP 403 on October 26, 2026, and the index never works around bot walls. Vlad Kuzin captures it by hand. Until then the row shows the last dated reading, July 16, 2026, at the 1-year rate (2-year and 3-year terms cost less). It is excluded from the statistics until a current capture exists.
• Canopy. The page offers monthly billing ("annual billing saves you 20%") but showed annual prices by default. Enterprise is custom.
• Karbon. Per user; monthly billing only for teams of 4 or more. Enterprise is custom.
• Financial Cents. Solo is for single-user firms; Team and Scale are per user. "All plans are a 12-month agreement." Monthly prices were not shown in the default state. Enterprise is custom.
• Ignition. Active clients and users set the tier: Solo 20 clients and 1 user, Core 50 and 3, Pro 350 and 15, Pro+ 600 and 20. Solo is limited to solopreneurs under $150k annual revenue. Core, Pro and Pro+ monthly prices were not shown in the default state.
• Moxie. Teams: up to five team members. The page has a Yearly and Monthly toggle. The capture does not show which one was active, so the prices are shown without a billing term.
• FileInvite. Priced by loan volume (up to 100 commercial loans a year). The public pricing page now addresses commercial lenders only.
• OnboardMap. Unlimited team seats; pay per client onboarding sent. Its /pricing URL returns 404, so prices were read from the homepage pricing section. No subscription, so OnboardMap is outside the monthly-price statistics.
• 17hats. One all-inclusive plan; user limits not stated on the page. Also sold as $800 for two years.

How the prices were collected

Every price on this page went through the same five steps:

1. A script opens each vendor's pricing page in headless Chrome, with a US locale and a New York time zone.
2. It saves a full-page screenshot and the visible text of the page.
3. A person reads each plan's price from what the page showed in its default state, and the dataset records it.
4. A check script confirms that every published price appears next to its plan name in the saved page text.
5. The capture repeats every week, and a changed price opens a review before anything on this page changes.

The script never logs in, fills a form or gets past a bot check. When a page blocks it, the row says so. TaxDome blocked automated visits in October 2026, so Vlad Kuzin captures it by hand. Until then its row shows the last dated reading and stays out of the statistics.

A real price change gets a dated line in the change log, and only then does the page date move. Our own product is listed for reference and left out of every statistic.

How to cite this index

Use the sentence in the box at the top of this page: it carries the figure, the source and the month. Link to this page, not to a screenshot, so readers see the current numbers. The full dataset is available as JSON and CSV under CC BY 4.0.

Detailed pricing guides

These guides go deeper on one tool each, with add-ons and team math:

• HoneyBook pricing, explained: every HoneyBook plan, the add-ons and what a small firm pays.
• Dubsado pricing, explained: every Dubsado plan, the add-ons and what a small firm pays.
• Clustdoc pricing, explained: every Clustdoc plan, the add-ons and what a small firm pays.
• Content Snare pricing, explained: every Content Snare plan, the add-ons and what a small firm pays.
• TaxDome pricing, explained: every TaxDome plan, the add-ons and what a small firm pays.
• Canopy pricing, explained: every Canopy plan, the add-ons and what a small firm pays.
• Karbon pricing, explained: every Karbon plan, the add-ons and what a small firm pays.
• Financial Cents pricing, explained: every Financial Cents plan, the add-ons and what a small firm pays.

Change log

• October 30, 2026. First edition. 15 competitors captured on October 26, 2026, and OnboardMap on October 30, 2026, because its /pricing URL returns 404. TaxDome is a manual capture showing its last dated price (July 16, 2026), because its page blocks automated visits. Moxo no longer publishes prices.
• February 4, 2025, before this index. HoneyBook raised monthly prices: Starter $19 to $36, Essentials $39 to $59, Premium $79 to $125. Source: reporting at the time.

Disclosure

I make Portico, a client onboarding tool that competes with most tools in this table. That is a conflict of interest, and the method is the answer to it. Every price links the vendor's own page and a dated screenshot, and our product is left out of the statistics. If you find a wrong number, email support and it will be corrected within 24 hours. Read our editorial policy for how we write about other products.