Flat-rate pricing. Your whole team included.
Every feature on every plan. Pay yearly and get one month free.
Every plan includes
- Your whole team, one flat price — never per seat
- Unlimited clients and filings
- Automatic CRA + provincial deadline calendar
- Recurring jobs, templates and review workflow
- Secure client portal and document requests
- Two-factor authentication and full activity log
- Data stored in Canada (PIPEDA-conscious by design)
- Email support from real humans
Questions firms ask us
- Why flat-rate instead of per seat?
- Per-seat pricing punishes growing firms and turns every hire into a software decision. A 10-person firm can easily pay $10,000+ a year on per-seat tools. Clerra is one price for the whole firm — add staff whenever you need to, the price doesn't move.
- What happens after the 14-day trial?
- You pick a plan, or you don't — there's no credit card required to start, and nothing is charged automatically. If your trial lapses, your data stays safe and read-locked until you choose a plan.
- Which plan is right for us?
- It's by team size, not features — both plans include everything. Small covers up to 7 team members; Standard covers up to 15. When you outgrow Small, upgrading takes one click and the price is still flat.
- Can we cancel?
- Any time, from the billing page, no phone call required. Your data remains exportable and is never held hostage.
- Does Clerra replace our tax or accounting software?
- No, deliberately. Clerra is the practice-management layer that runs around QuickBooks, Xero, TaxCycle, ProFile or CCH — clients, deadlines, work and documents. Your filing tools stay exactly as they are.