Set up your firm in three steps.
Prices in Canadian dollars. Change anything later.
1Plan
2Team
3Web address
Core, plus the add-ons you need
2 months free
Core
Always included
Clients and contacts, quotes, invoices, payments, expenses, contracts with e-signature, work management, reports and the client portal.
$ / user / month
Add-ons optional, pick any
Add-on prices are per firm. Save 15% on add-ons when you pick two, 25% when you pick all three.
How many professionals?
Count accountants and bookkeepers. Two admin or reception seats are free.
users
Minimum 3 users. Your clients use the portal at no extra cost.
Choose your web address
This is where your team and your clients will sign in.
Your Max Portal address
https://yourfirm.maxportal.ca
Share this link with your clients. Final availability is confirmed when your account is created.
Your setup is ready
Here is everything you chose.
Copied.