Pricing

Plans and Pricing


Start with our Free-Forever plan  then upgrade  when you're ready

No annual contracts - No credit card required


Free-Forever 

Free

Per month 

Up to 5 team members 
Email integration with Inbox and Triage
250 Contact Records
Daily Agenda Dashboard
Full CRM
Client portals 
Patented Payment Lock Documents
Unlimited projects
Unlimited storage**


Available Premium Addons
Available for free for 3 months*
 E-Sign/8879s (IRS Compliant)***
Marketing Platform for Esign 
Unlimited client requests
Unlimited proposals

Unlimited

$45

Per month /Per Team Member - Billed Monhtly

Unlimited team members
Email integration with Inbox and Triage
Unlimited Contact Records
Daily Agenda Dashboard
Full CRM
Client portals 
Patented Payment Lock Documents 
Unlimited projects
Unlimited storage**


Included Premium Features

Unlimited E-Sign/8879s (IRS Compliant)***
Marketing Platform for Esign
Unlimited client requests
Unlimited proposals
* Share on Social Media or Refer a friend to unlock Premium Addons - Turn these features on when you are ready
**Storage space is governed by our Acceptable Use Policy.
***IRS requires KBA for compliance.  KBA is an additional charge as low as $1  Per Signer.  You have the option to send 8879's with or without KBA.

Questions about our plans?

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.  The Free plan includes all of our core features including email integration, CRM, projects, document management, and an easy to use  client portal.  You can gain access to features that are only available to Unlimited Paid plan for up to 3 months.  These include    Proposals -      Requests-     and E sign for 8879.  All you need to do is share a link to a webinar to start the access process. 

What are the differences between the plans?


Every firm starts with our Free plan.  Our Free plan has a limit of 250 total contact records and a limit of 5 team members .    Firms like yours are realizing they can use our free plan for all their document storage, client portal and project management needs.  Our free plan comes with up to 3 months of access to features that are included in our paid plan.  These include Proposals, Client Requests, and E signatures for 8879.  Both plans are a tremendous value.  If you are just getting started you can use the free plan which includes Portal, Document Management, CRM and Project Management.  The system is set up so you can use any one of these modules.  

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 or watching our training videos located directly inside the application.  We will NEVER charge for support.  We offer weekly training and set-up webinars to make transitioning to Pascal Workflow easy and enjoyable.
NO ANNUAL CONTRACT REQUIRED
NO CREDIT CARD REQUIRED
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