One subscription for your practice. Your clients upload for free.
Start with a 14-day trial—no card required and no automatic charge. When you are ready, the practice owner can choose a paid plan from Billing and complete secure Paddle checkout. Paid plans renew monthly; applicable taxes and the total are shown before payment. Refund policy · Contact support
No. They receive a secure link to their checklist. You control their access, and links expire after 30 days.
What happens after the trial?
Your trial does not convert or charge automatically. When you are ready, the practice owner can choose Solo or Team from Billing and complete checkout.
Can I cancel?
Yes. Manage or cancel a paid subscription through Billing. Access continues through the paid period.
Does this replace accounting software?
MonthReady handles document requests and review. Keep doing your accounting in the tools you already use.