Praxio Pricing

Practice Management Software Pricing Priced per person who uses it.

Name: Praxio
Brand: Praxio
Availability: OnlineOnly

Every plan includes the client portal, document management, workflows, time capture and the audit log. Higher tiers add depth — WIP, quotes, financial periods, automation and SLA — not permission to use the basics.

Prices in USD. Client portal accounts are never charged.

Practice

Solo practitioners and small firms getting off spreadsheets.

$13/ user / month

billed annually — or $16 month to month (save 19%)

1–10 users

1 practice entity
250 active clients
Fair-use document storage

Everything to run the practice

Contacts, prospects and lead pipeline
Engagements from workflow templates
Stage gates and task assignment
Time capture, timer and weekly timesheet
Time submission and manager approval
Invoices, payments and client ledger
Document store with folders and versioning
Document requests to clients
Malware scanning on every upload
Client portal — jobs, documents, invoices
Two-way client messaging
Email and in-app notifications
Prebuilt reports and dashboards
Role-based permissions and data scopes
Immutable audit log

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Firm

Enterprise

Groups, networks and operators running more than one firm.

Custom

Priced against firm count and seats

Custom

Unlimited practice entities
Unlimited clients
Agreed storage terms

Everything in Firm, plus

Multiple firms under one operator account
Admin panel — provisioning and plan management
Audited, time-limited support impersonation
Platform-wide announcements
Dedicated onboarding and migration
Named support contact
Custom data retention terms
Data processing agreement

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Getting started

Quoted separately from the subscription, because the work is genuinely different between a three-person practice starting fresh and a forty-person firm bringing a decade of history. Enterprise agreements normally include onboarding and migration.

from $450

Onboarding & configuration

Firm workspace, practice entities, roles and data scopes, workflow templates, branding, tax configuration, invoice numbering and financial-period setup — configured with you, not handed over as a blank system.

from $900

Legacy data migration

Clients, jobs, documents and billing history imported through the staged CSV wizard, including CCH iFirm exports. Each stage is reviewed and approved before it commits.

from $250

Team training

Role-based sessions for partners, managers, accountants and administrators, plus a written internal guide covering your firm’s configured workflow.

Not included

Two things firms often ask about are not part of the platform, and we would rather you knew now than found out in week three. Online card payment is not live — invoices and balances are visible in the client portal, payments are recorded by your team, and a payment channel can be configured for your firm on request. Electronic signature is not part of the platform. Neither is billed for, and neither is counted in the comparison below.

Compare the plans

Feature comparison across the Practice, Firm and Enterprise plans
Capability	Practice	Firm	Enterprise
Clients & engagements
Contacts, prospects and lead pipeline	Included	Included	Included
KYC verification records	Included	Included	Included
Workflow templates with stage gates	Included	Included	Included
Recurring jobs and dependencies	Not included	Included	Included
Bulk create and bulk reassign	Not included	Included	Included
Time & billing
Time capture, timer and timesheet	Included	Included	Included
Manager approval workflow	Included	Included	Included
Invoices, payments and client ledger	Included	Included	Included
WIP ledger and realization reporting	Not included	Included	Included
Quotes, credit notes and write-offs	Not included	Included	Included
Financial periods — open, close, lock	Not included	Included	Included
Documents & client experience
Document store, folders and versioning	Included	Included	Included
Document requests with due dates	Included	Included	Included
Malware scanning on every upload	Included	Included	Included
Client portal and messaging	Included	Included	Included
Branded document templates and PDFs	Not included	Included	Included
Operations
Prebuilt reports and dashboards	Included	Included	Included
Custom report builder and scheduling	Not included	Included	Included
No-code automation rules	Not included	Included	Included
SLA targets and escalation	Not included	Included	Included
Capacity planning and load balancing	Not included	Included	Included
Staff mailbox sync	Not included	Included	Included
Access & governance
Roles, permissions and data scopes	Included	Included	Included
Immutable audit log	Included	Included	Included
Fine-grained data authorization rules	Not included	Included	Included
Practice entities	1	5	Unlimited
Multiple firms under one operator	Not included	Not included	Included

Why this is priced differently from Servio Portals

Servio Portals is one flat price per workspace because a booking portal serves the business whether two people or twenty log in to manage it. Praxio is the opposite: it is the system every person in the firm works inside all day, and the software enforces a licence count against active and invited users. Charging a three-person practice and a sixty-person firm the same amount would be wrong in both directions.

Pricing questions

Why is Praxio priced per user when Servio Portals is one flat price?

Because the two products carry value differently. A booking portal is operated from a single administrator account and serves the business as a whole, so it is priced per workspace. A practice platform is used by every person in the firm, and the software enforces a licence count against active and invited users, so per-seat pricing matches how the product is actually consumed.

What counts as a user?

Any active or invited staff member with a back-office login. Client portal accounts are not users and are never charged — invite as many client contacts as you need.

What happens when we hit our licence count?

New invitations are blocked once active plus invited users would exceed the licence count, and administrators are warned at 90% utilisation before that happens. You add seats when you need them rather than discovering the limit mid-onboarding.

Is the annual discount worth it?

Annual billing is charged up front and works out to two months free against the month-to-month rate. If you are still evaluating, start monthly and switch — we will credit the difference at the point you commit.

Are onboarding and migration included?

They are quoted separately, because the work varies enormously between a three-person practice starting fresh and a forty-person firm bringing ten years of history. Onboarding starts at $450 and legacy migration at $900. Enterprise agreements normally include both.

Do you charge per client or per return?

No. Client counts are a plan limit, not a meter — the Practice tier includes 250 active clients and the Firm tier is unlimited. Your bill does not move with filing season.

Can we try it before committing?

Book a demo and we will walk through Praxio configured for the way your firm actually works — your engagement types, your review steps, your billing model.

Not sure which tier fits?

Tell us how many people are in the practice and how you bill. We'll tell you which plan you actually need — including when it is the cheaper one.

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