Start with Essentials. Enable Standard by client.
Every retained client has Essentials. Upgrade selected clients to Standard monthly; a return to Essentials takes effect at period end and preserves their history.
Essentials
Or $215.88 paid annually - equivalent to $17.99/month. Includes 25 retained clients, unlimited named staff, basic permissions and private professional notes. Additional capacity: $1 per client/month, billed monthly under either base billing option.
Prepay EssentialsExplore EssentialsNeed capacity up to 100 clients?
Complete the volume form. Available to any verified professional firm requesting up to 100 clients. Choose ordinary Essentials when it costs less. No automatic $49 cap; above 100 clients, request a custom quote.
Request volume pricingThree ways your clients experience CatSimba
Client Portal
Professional ↔ their own client. Included with Standard; White Label branding requires enrollment.
Business-client Widget
Your client’s business ↔ its own customers and vendors, on an existing website.
See the widgetWebsite Builder
Website Builder provides a complete site for a business client that needs one. It is an optional paid service, separate from the Standard client portal and business-client widget.
See Website BuilderThe published marginal rate is $5.98 for Standard clients 51–100. Beginning at client 101, each new 50-client band receives a further 5% reduction from the previous band’s rounded rate, down to a $5.00 minimum per client per month. Earlier clients retain their own tier rates.
What Standard adds for a selected client
The tools available under your plan support services you can offer. What you charge for using them is up to you.
Essentials remains the firm base and every client’s starting level. Standard is enabled client by client and adds:
POA auto-fill
Part of the rolling Founding Member bonus-tool roadmap. Prepare a coordinated set of supported federal, state, local and motor-carrier authorizations from one client record, with professional review of each form before use.
See POA WorkflowSee how it worksClient collaboration
Client requests, documents, guided intake, eSignatures and a client portal with visible action status. Select one or more transactions and request client clarification, with replies and supporting documents linked to those rows.
See how it worksReminder / Client Chaser System*
Follow up on client requests and outstanding work through scheduled email and SMS reminders. The professional controls timing, message templates and stop conditions. Extra communication charges apply.
See how it worksWin and retain business clients
Create public pricing-plan widgets and private plans for custom proposals sent only to selected clients or prospects. Move from proposal to engagement agreement and eSignature, then into onboarding, invoicing and billing as these bonus tools clear beta.
See how it worksOptional AI / BYOK
AI assistance is optional. Use manual workflows or a supported bring-your-own-key configuration; AI usage charges are shown after paid login before activation.
See how it worksQuarterly estimates Coming Soon
Planned year-round estimated-tax workflow for professional calculation, review, client action and payment tracking. Availability follows beta clearance.
See how it worksBank Connectivity*
Optional-service charges apply. Exact rates, units and any spending controls are shown after paid login and accepted before activation.
See how it worksWhite Label*
A professional may prepay annually with zero Standard clients. Once enrolled, every active Standard client receives White Label automatically and counts toward capacity. Essentials clients neither count nor gain Standard features or White Label. Annual White Label rates appear after paid login before enrollment.
Compare brandingSee how it worksW9 - 1099 Chaser / Vendor Compliance*
Offer W-9 collection and vendor compliance as a professional-branded service under applicable branding enrollment, then connect reviewed vendor records to 1099 preparation. E-filing is available at launch with additional charges. No complimentary migration filing credits are offered.
See how it worksPayment orchestration*
At launch, CatSimba can use MyPowerly’s 11 configured payment-gateway integrations and four vault choices for tokenizing sensitive payment credentials. The selected provider handles merchant settlement; CatSimba does not hold or pool funds.
See how it worksClient onboarding and checklists
Guide new clients through intake, questionnaires, document requests, engagement steps and reusable checklists. Assign work, track completion and hand approved information to the professional workflow as these tools are released.
See how it works* Extra charges may apply: email/SMS usage, Bank Connectivity, broader White Label, payment-provider services, and 1099 filings beyond the eligible five-form federal migration allowance or other filing services. POA auto-fill is a rolling bonus tool, not a presently available core feature.
POA auto-fill is part of the rolling bonus-tool roadmap.
Prepare supported IRS Forms 2848 and 8821 and applicable state, local and motor-carrier authorizations together from one client record, subject to professional review.
See POA WorkflowBank Connectivity is a separate optional client add-on. Standard returns to Essentials at period end without deleting history.
Annual White Label capacity
One firm enrollment automatically covers all active Standard-enabled clients; Essentials clients do not count or receive White Label or Standard features. The fee is prepaid annually, separate from Essentials and monthly Standard upgrades. These annual rates are separate from monthly Standard upgrade charges; the term and cancellation rules appear below. The annual term begins when usable access is provided.
| Active Standard clients | Annual White Label fee |
|---|---|
| 0–10 | $625 / year |
| 11–20 | $1,150 / year |
| 21–50 | $2,350 / year |
| 51 and above | $2,350/year for the first 50 + $40/year for each additional active Standard client |
A professional with zero Standard clients may prepay the 0–10 tier, but no Essentials client gains Standard access. When an enrolled firm upgrades another client to Standard, show the client’s monthly Standard charge and any remaining-term prorated White Label capacity increase together before confirmation. Confirming that upgrade authorizes both charges; declining leaves the client on Essentials. Above 50 Standard clients, each additional client adds $40 per year to White Label, prorated for the remaining term. The monthly calculators show this annual prepayment separately when White Label is selected and model the original first-year widgets-and-websites bonus separately.
Annual license term: The 12-month White Label term starts when the professional purchases the annual enrollment, even with zero Standard clients. Purchasing creates firm eligibility, not Standard entitlements for Essentials clients. Non-use or having no Standard client does not delay the term or trigger a refund. The same annual capacity fee covers either a CatSimba-hosted branded subdomain or a custom-domain White Label experience. The professional supplies or pays for its domain registration; unusual migration or concierge setup work, if offered, must be separately quoted and approved before work begins. Voluntary cancellation stops the next renewal; White Label remains available through the paid term, with no partial refund solely for voluntary cancellation or non-use. If CatSimba cannot provide the paid service, refund the unused portion. Give at least 30 days’ notice of the renewal amount and a clear way to stop renewal. If all clients later return to Essentials, their White Label access stops while the paid firm term continues; any lower capacity tier applies at the next renewal.
Standard client upgrades
Progressive monthly marginal rates apply only to Standard-enabled clients: crossing a threshold changes the rate for clients in the new band, not for earlier clients. The $5.98 rate for clients 51–100 remains. Starting at client 101, each subsequent 50-client band is 5% less than the preceding rounded-to-cent rate, with a $5.00 minimum. Rates are rounded to the nearest cent per client before summing. White Label is a separate annual fee.
| Standard-enabled client position | Rate per client / month |
|---|---|
| 1–10 | $8.50 |
| 11–20 | $7.50 |
| 21–50 | $6.50 |
| 51–100 | $5.98 |
| 101–150 | $5.68 |
| 151–200 | $5.40 |
| 201–250 | $5.13 |
| 251 and above | $5.00 floor |
Unlimited named staff and basic permissions are included within one firm. Optional-service charges require separate acceptance before activation.
Know the price before adding optional services
Unlimited named staff and basic permissions are included within one firm. Optional-service charges require separate acceptance before activation.
Rates and included allowances for services still in development will be published when those services become available.
Estimate your Essentials and Standard subscription
Adjust your retained client capacity and selected Standard clients. Optional-service prices are available after paid login and are excluded here.
Standard rates are marginal: 1-10 at $8.50, 11-20 at $7.50, 21-50 at $6.50, 51-100 at $5.98; each subsequent 50-client band reduces the previous rounded rate by 5%, with a $5 floor. Earlier clients retain their band rates. This is an estimate, not an approved custom quote.
Talk to us about volumeClear usage terms from the beginning
Provisional launch allowance: 2,000 unique transactions per purchased client slot/year, pooled across the firm; 20 GB uploaded-file storage on Essentials or 50 GB on the 100-client volume offer; 25 MB per file. Historical imports count toward allowance; more than three prior years needs review. OCR is optional and separately priced.
We notify you at 80%, 90% and 100%. At a limit, affected new imports or uploads pause; existing review, corrections and exports remain available. No automatic overage charges.
Read billing and Fair Use terms