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Basic

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Free Plan
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Membership

 Best Value 

$25/month
monthly commitment
Designed for scaling firms, offering advanced integrations and marketing support to help drive exponential client engagement.

See What's Included

Basic

Membership

Insurance
Paychex Group Health Insurance
Save 35% on group health insurance, free EPLI and 401(k)
LegalShield Affordable Legal Services
30% Off Legal Advice & Plans
Quest Health
Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.
Employee Benefits
Paychex Group Health Insurance
Save 35% on group health insurance, free EPLI and 401(k)
Discount & Reward Platform
Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback.
LegalShield Affordable Legal Services
30% Off Legal Advice & Plans
Upside Cash Back on Gas & Food
Save $0.30/gal* on gas, and more cashback savings.
Marketing
Branded Magazines & Postcards
65% Discount
Constant Contact Email Marketing Platform
Activate a free trial and receive 10% off for 12 months
Linq Digital Business Cards
15% discount on all purchases
Back Office
Paychex Group Health Insurance
Save 35% on group health insurance, free EPLI and 401(k)
UPS Savings Account
Save up to 50% on your shipping needs.
1-800 Accountant
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
BILL Spend & Expense
Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Office Depot Savings Program
Save Up to 55% On Supplies and Technology
Onboarding and Employee Training Software
7 Day Free Trial. 10% Off Your First 12 Months.
QuickBooks Accounting Software
Save 30% for 12 months
Visory Cybersecurity and IT Services
10% Discount
Lending
BILL Spend & Expense
Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Small Business Lending
Free application and will not affect your credit score.
Accounting
1-800 Accountant
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
BILL Spend & Expense
Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
QuickBooks Accounting Software
Save 30% for 12 months
Lifestyle
Discount & Reward Platform
Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback.
1-800 Contacts
New Customers Get 20% Off Sitewide
Goodyear Tire
10% Discount + Flash Deals
GourmetGiftBaskets.com
20% Discount
Hydro Flask
Get Up to 40% Off. Limited time only, while supplies last.
Linq Digital Business Cards
15% discount on all purchases
Quest Health
Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.
Skillshare Online Courses
Free 30-Day Trial + 40% Off Membership
Turo Car Rental
35% less than traditional companies and options for drivers under the age of 25
Upside Cash Back on Gas & Food
Save $0.30/gal* on gas, and more cashback savings.
Viome Health Intelligence
Save $110 on Viome Health Intelligence Tests
Winestyr Wine Club
Get $40 Off Your First Club Shipment
Investment
Acorns Investing App
Setup your Acorn account & claim your $20 bonus investment
Coinbase Crypto Platform
Sign Up and Get Up to $200 in Crypto
Technology
Best Buy
Exclusive offers, promos and flash deals
Visory Cybersecurity and IT Services
10% Discount
Education
Skillshare Online Courses
Free 30-Day Trial + 40% Off Membership