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Turn worker payments outside payroll into audit-ready records—automated proof requests, threshold alerts, and packet-ready exports.

Pricing scales primarily with outside payroll volume (payees + documents).

Built for workers paid outside payroll—agentic proof workflows, threshold alerts, and packet-ready exports.

Annual billing is priced as 10 months (2 months free).

Light

Track outside payroll payments with clean records—no spreadsheets.

$49
/mo
  • Outside payroll ledger (CSV import + cleanup)
  • Payee profiles (people + companies)
  • Proof tracking (attach + status)
  • Single state workspace
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  • Exports for your records
  • Live chat + phone support
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Best for solo operators getting organized fast.
Standard
Most popular

Automated proof + thresholds + repeatable outside payroll workflows.

$119
/mo
  • Everything in Light
  • Proof requests + completion tracking
  • Document expiration reminders (W-9, COI, etc.)
  • 1099 threshold tracking + alerts
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  • Accountable Plan Management
  • Audit Packet Builder (assemble on demand)
  • Live chat + phone support
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Most popular for teams with steady outside payroll activity.
Pro

Multi-state coverage + stronger controls + faster audit readiness.

$229
/mo
  • Everything in Standard
  • Audit Packet Builder (assemble on demand)
  • Multi-state support (up to 2 states)
  • Advanced export bundles (by payee / amount / period)
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  • Multi-user controls (roles + permissions)
  • Priority handling
  • Live chat + phone support
Get started
For teams scaling volume and needing tighter controls.
Enterprise

High volume, more states, or advisor programs—tailored limits + controls.

Custom
  • More than 2 states + custom limits
  • Higher volume + custom terms
  • Advisor / multi-client controls
  • Advanced permissions + audit trails
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  • Security review / vendor onboarding support
  • Dedicated success motion
  • Live chat + phone support
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Best for >2 states, high volume, or advisor programs.

Cancel anytime. Annual billing available (2 months free).

Compare features

A clear view of what’s included across plans.

FeatureLightStandardProEnterprise
Outside payroll ledger (imports + cleanup)
Payee profiles (people + companies)
Multi-state support
Pro includes up to 2 states
Custom
FeatureLightStandardProEnterprise
Proof tracking (attach + status)
Proof requests + completion tracking
Document expiration reminders
W-9, COI, licenses, etc.
FeatureLightStandardProEnterprise
1099 threshold tracking + alerts
Accountable Plan Management
Policy-backed reimbursements + proof logs
Audit Packet Builder
Assemble exports on demand

“Custom” features vary by program requirements (states, volume, advisor workflows, security review).

Do all plans include live chat and phone support?

Yes. Every plan includes live chat and phone support. Priority handling is included on Pro and above.

How does multi-state work?

Pro supports up to 2 states. Enterprise supports more than 2 states and can be tailored for high volume or advisor workflows.

Who is the partner plan for?

Partners are accountants, bookkeepers, payroll advisors, and firms who want repeatable outside payroll workflows across clients.

Not legal or tax advice. Plan details and limits are outlined on this page.