• Membership Plans


    Start with our Free-Forever Plan, Upgrade when you are ready.

  • Free Forever

    Its Free!

    Up to 5 Firm Users

    Up to 500 Contact Records

    Full CRM with Client Portals

    Up to 500 Requests

    Up to Unlimited Projects

    Up to 500 E-Signatures/8879

    Basic Integrations

  • Unlimited

    $55 Per Month Each User
    Billed Monthly

    Unlimited Firm Users

    Unlimited Contact Records

    Full CRM with Client Portals

    Requests (Unlimited)

    Projects (Unlimited)

    E-Signatures/8879 (Unlimited)

    Basic Integrations

    Advanced Integrations

    Referral Mapping

    Slipping Away Reports

    Outlook/Gmail Plugin

  • Enterprise

    More than 20 Team Members
    Contact Us for Custom Pricing

    All Features of Unlimited Plan

    Departments


All Plans Include

  • Client Relationship Management

    Proposals

    Engagement Letters

    Recurring Client Payments

    Note and Call Logs

  • Recurring Projects

    Tasks

    Requests

    Unlimited Templates

    QBO/Xero Integration
    (Coming Soon.!)

  • Document Management

    Client Portals

    Email Integration

    Compliance/Activity Logs

    Basic Integrations

How Does the Free Forever Plan Work?

Our Free Forever plan is perfect for solo or small firms up to 5 team members. Larger firms are using the Free Forever plan to get a feel of how our software can transform their office. All we ask is that at various stages during the free plan you simply share us on social media. We truly believe that firms of all sizes can benefit with Pascal Workflow. Use the free plan as long as you wish and upgrade only when you are ready.

What are the differences between the plans?

Both our free and paid plans include features designed to help you organize your practice like never before. The paid plans includes unlimited team members, storage, contact records, requests and e-signatures. There are advanced features such as referral mapping, unlimited slipping away reports, and a few secrets only visible inside the paid plans. Both the unlimited and enterprise plans includes access to our Advanced Integration. The Enterprise plan includes departments and custom pricing for teams of 20 or more.

How do I download your software?

We are a cloud application. You do not have to download anything to enjoy Pascal Workflow. Sign in to Pascal wherever you have a computer and internet access. Enjoy the benefits of a secure, reliable, and scalable cloud based software to better serve your clients.

Do you offer support and training?

Yes, of course! First, our software is built using common themes and icons across the web, so it is familiar. Many questions can be answered using our self-help section directly inside the application. If you still need help, that is not a problem just ask and we will be glad to help you. We will NEVER charge for support. We offer weekly training and set-up webinars to make transitioning to Pascal Workflow easy and enjoyable.

Pascal Workflow is the All-In-One Solution for the Modern Accountant.