Simple, Transparent Pricing
Start free. Add secure file sharing when you're ready. Activate modules to produce honey.
Basic CRM
Forever free
Perfect for managing clients internally
Complete Platform
per firm per month
✨ Everything in Free, plus:
30-day free trial • No credit card required
Client Modules
per active client per month
🚀 Unlock premium modules:
Activate modules per client as needed
How it works: Start with free Basic CRM. When ready, enable Complete Platform for $100/month (firm-wide - includes AI widget). Then activate modules for specific clients at $15/month each. First module = $15, additional modules per client = $0 extra.
Stop Overpaying for Document Storage
Most accounting firms waste $100-400/month on per-user file storage providers. Apiary Suite gives you unlimited everything + AI lead capture for one low price.
| ShareFile | Dropbox | Box | Apiary Suite | |
|---|---|---|---|---|
| Price per user | $69/mo | $18/mo | $17.30/mo | — |
| 4-person firm cost | $276/mo | $72/mo | $69/mo | $100/mo |
| Unlimited team members | ❌ | ❌ | ❌ | ✅ |
| Unlimited clients | ❌ | ❌ | ❌ | ✅ |
| Unlimited storage | Limited | 3TB | Varies | ✅ |
| Live chat with clients | ❌ | ❌ | ❌ | ✅ |
| White-label mobile app | ❌ | Basic | Basic | ✅ |
| 24/7 AI Tax Chat Widget | ❌ | ❌ | ❌ | ✅ |
| Client expense modules | ❌ | ❌ | ❌ | +$15/client |
The Honey Formula
Each client with active modules gets all 9 worker bee features via mobile app. You charge them $30-100/month. You pay us $100 + $15/client. You keep the difference.Plus, the AI widget captures 3-9 extra clients per year automatically.
| Clients w/ Modules | You Charge | Monthly Revenue | Your Cost | Profit/Month | Profit/Year |
|---|---|---|---|---|---|
| 10 | $50/month | $500 | $250 ($100 + $150) | $250 | $3,000 |
| 25 | $75/month | $1,875 | $475 ($100 + $375) | $1,400 | $16,800 |
| 50 | $100/month | $5,000 | $850 ($100 + $750) | $4,150 | $49,800 |
| 100 | $75/month | $7,500 | $1,600 ($100 + $1,500) | $5,900 | $70,800 |
Recurring Revenue
Turn one-time tax clients into year-round monthly income streams.
Zero Extra Work
Digital worker bees handle 90% of tedious data entry automatically.
Client Retention
Year-round engagement means clients never look for another accountant.
Frequently Asked Questions
Do I need to pay $100/month even if I have no clients?▼
No! You can use the free Basic CRM tier forever with unlimited client records, notes, tasks, and basic file uploads (100MB). You only pay $100/month when you're ready to enable the Complete Platform (file sharing, mobile access, and AI widget) for your firm.
What's the difference between $100/month and $15/month?▼
The $100/month Complete Platform is firm-wide. It unlocks file sharing, mobile logins, live chat, AND the 24/7 AI Tax Chat Widget for your website. The $15/month is per client and only charged when you activate premium modules (MERP, Business Expense, Mileage, Farm) for that specific client.
Can clients access file sharing without modules?▼
Yes! Once you enable the $100/month Complete Platform, you can create mobile logins for clients and grant them access to file sharing and live chat without activating modules. You're only charged $15/month per client when you activate premium tracking modules.
If I activate multiple modules for one client, do I pay $15 per module?▼
No! It's $15/month per client regardless of how many modules they have active. If a client uses MERP + Business Expense + Mileage + Farm Manager, it's still just $15/month for that client.
How does the AI Tax Chat Widget work?▼
The AI widget serves two purposes: EXTERNAL - it embeds on your website to capture leads 24/7 by answering visitor tax questions automatically. INTERNAL - the same AI is built into your client mobile app, so they can ask questions anytime instead of calling you. This dual-purpose tool captures new clients AND saves you 100+ hours per year in support time.
Is there a 30-day free trial?▼
Yes! Both the $100/month Complete Platform and $15/month Client Modules come with a 30-day free trial. No credit card required to start. You'll be notified before any charges occur.
Can I cancel anytime?▼
Absolutely. There are no long-term contracts. Cancel your Complete Platform subscription or deactivate client modules anytime. If you cancel, you'll still have access to the free Basic CRM tier with all your client data intact.
Ready to join the hive?
Start with free Basic CRM. Upgrade when you're ready to produce honey.
No credit card required • 30-day free trial • HIPAA compliant • Cancel anytime