ClientShare

Simple pricing for firms that need a secure client portal.

Start free, move to Growth when client file sharing becomes part of your daily workflow, or talk to us if you need a higher-touch rollout. If you would rather run it yourself, the open-source version keeps full feature parity.

Billing

Yearly saves 15% compared with paying month to month.

Free

$0/month
Get started for free

Start using hosted ClientShare without a sales call or even a credit card.

Best for firms that want to test a secure client portal with real clients before committing.

  • 1 User
  • 1 GB file storage
  • Unlimited client users
  • Hosted client portal to replace email threads
  • Secure links for file requests and document delivery
  • Client uploads with optional client accounts
  • Branded client portal experience
  • Clear staff and client access control
  • Notifications, file previews, and hosted convenience

Enterprise

Contact us
Get in touch

For firms that need a higher-touch rollout, internal review, or custom buying process.

Best when you need launch guidance, procurement help, or more hands-on planning.

  • Everything in Growth
  • Higher-touch rollout and onboarding support
  • Planning help for security, privacy, or internal review
  • A direct path to decide between hosted and self-hosted

Hosted or self-hosted?

Pick the path that fits your team.

Most firms will want the hosted version because it is the fastest way to stop emailing sensitive files. Teams that want more control can self-host the open-source project without giving up the core ClientShare workflow.

Category
Hosted
Self-hosted
Best for
Teams that want the fastest path to a secure client portal
Teams that want to run the full stack themselves
Setup
We handle the hosted environment
You deploy and maintain the environment
Maintenance
No self-hosting work for your team
You manage upgrades, infrastructure, and operations
Control
Fastest and simplest option
Most control over privacy, hosting, and deployment
Feature set
Full ClientShare workflow
Full ClientShare workflow

What changes when you pay?

You move from trying the workflow to running it every day.

  • Free is for proving the fit. Growth is for making the portal part of your normal client process.
  • The Growth plan is positioned for firms that want the full branded experience without maintaining infrastructure.
  • Enterprise is there when you need more rollout help, more internal coordination, or a more manual buying process.

Proof

Early, but real.

ClientShare was built first with a CPA firm and is already handling real client uploads in pilot usage. That is early traction, not polished marketing proof, but it matters: the workflow is already being used for actual client document exchange.

Is there really a free plan?

Yes. The current launch direction is a permanently free hosted tier so firms can start using ClientShare without a long evaluation cycle.

Why pay if email is already free?

Email feels free until documents get buried, uploads go missing, and clients are stuck in long threads. ClientShare gives both sides one secure place to send and receive files.

Can we move to self-hosted later?

Yes. That is one of the main advantages of ClientShare. The hosted product and the open-source project share the same core workflow, so you are not choosing a dead-end path.

Do clients need accounts to use it?

No. Client accounts are optional. You can use secure links when you want the lightest client experience, then add accounts when persistent access makes sense.

Ready to stop emailing sensitive files?

Start free, then move up when the workflow sticks.

The simplest path is to start with Growth. If your team later decides it wants more infrastructure control, you can move to the open-source version without changing what ClientShare is for.