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Example of Formidable Forms

Client
Engagement
Platform

$150

per month
for unlimited users

Client Engagement Platform, our base product, has everything you’ll need for client management.

  • Client Portal
  • Engagements & Proposals w/ eSignature
  • Mobile App for Clients & Firm
  • Client Requests
  • Connected Email
  • Questionnaires & Organizers
  • Notify team w/ @mentions
  • Custom Roles  PRO
  • CRM
  • Custom Reports & Formulas PRO

Document Management

$36

per user/per month


  • Secure File Exchange
  • Unlimited Document Storage
  • Unlimited eSignatures
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
  • Firm Workpaper Storage
  • Desktop Sync & Print Driver

0

Workflow

$32

per user/per month


  • Secure File Exchange
  • Unlimited Document Storage
  • Unlimited eSignatures
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
  • Firm Workpaper Storage
  • Desktop Sync & Print Driver

0

Time & Billing

$22

per user/per month


  • Secure File Exchange
  • Unlimited Document Storage
  • Unlimited eSignatures
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
  • Firm Workpaper Storage
  • Desktop Sync & Print Driver

0

Client
Engagement
Platform

$175

per month
for unlimited users

Client Engagement Platform, our base product, has everything you’ll need for client management.

  • Client Portal
  • Engagements & Proposals w/ eSignature
  • Mobile App for Clients & Firm
  • Client Requests
  • Connected Email
  • Questionnaires & Organizers
  • Notify team w/ @mentions
  • Custom Roles  PRO
  • CRM
  • Custom Reports & Formulas PRO
Please choose an option☝️!
$36
per user/per month
  • Secure File Exchange
  • Unlimited Document Storage
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
Please choose an option☝️!

Total 0

Please choose an option☝️!
$32
per user/per month
  • Secure File Exchange
  • Unlimited Document Storage
  • Retention Policies
  • Customizable Folder Permissions
  • Native File Annotations
Please choose an option☝️!
Please choose an option☝️!

Total 0

with annual contract