Basic
For one owner managing one business.
- One business workspace
- Owner-operated accounting
- No additional team members
Choose a plan for your workspace.
Basic for one owner. Plus for one business team. Max for multiple businesses. CA Pro for your practice. Review live prices and limits in Billing before subscribing.
A plan for the way
you work.
One business, a growing team or an entire practice. Choose your workspace structure, then review the current price and capacity in Billing.
Plus
For a team working together on one business.
- One shared business workspace
- Staff invitations and roles
- Team capacity as shown in your plan
Max
For teams managing several businesses.
- Separate books for each company
- Company switching and collaboration
- Company and team limits as purchased
CA Pro
For a firm managing client workspaces.
- CA organisation and client workspaces
- Firm staff and client assignments
- Statutory workflows; vouching when enabled
Prices, trial offers, AI budgets and capacity limits are shown in the application. Feature access depends on your plan and setup.
Compare plans and billingStart with people and workspaces.
Plan capacity and feature availability are separate. Review the live offering for your account.
| Plan structure | Basic | Plus | Max | CA Pro |
|---|---|---|---|---|
| Business users | 1 | Multiple, within plan limit | Multiple, within plan limit | Firm staff, within plan limit |
| Workspace structure | One business | One business | Multiple businesses | Client workspaces |
| Staff invitations | Not included | Available | Available | Firm invitations |
| AI budget | See live plan | See live plan | See live plan | See live firm plan |
| Optional modules | Check availability | Check availability | Check availability | Check availability |
Understand your AI usage budget.
Understand your AI budget
Review the AI budget offered with your plan in Billing. Open Usage to inspect consumption for a selected date range.
Add usage when needed
Where top-ups are offered, choose an available amount and complete checkout. Wait for the confirmed balance before retrying payment.
Capacity is separate
Usage credits do not increase your company or staff limits. Choose an eligible plan upgrade when you need more capacity.
Billing terms and plan changes.
- Review live monthly or yearly prices, taxes, budgets and limits before checkout.
- If a trial is offered, check its duration and expiry in the application.
- The plan-change screen supports eligible upgrades; it does not offer downgrades.
- For a monthly/yearly switch, follow the billing instructions for cancelling renewal and resubscribing.
- Cancelling renewal is separate from deleting your account. Check the displayed coverage end.
- Features also depend on role, company type, workspace mode and installation.
FAQ's
If a trial is offered for your account, its duration, AI budget and expiry are shown in the application.
Billing supports eligible upgrades and renewal cancellation. The normal change screen does not offer downgrades. Review the amount due and effective date before confirming.
No. Simple and Pro are display modes. They do not purchase an upgrade or grant additional permissions.
CA Vouching is optional and permission-controlled. Confirm that it is enabled for your installation.
Review the access message, your usage and available top-ups or upgrades. An additional usage balance does not change company or staff limits.
Find the right fit for your business.
Get the Windows app, then review current plans and prices in Billing. Book a demo if you need help choosing your setup.