The Primary User/Manager module is required to manage your main Core account. In addition to account administration, it offers project management & business intelligence capabilities.
From $19.95*
For firm principals, project managers, office managers & office administrators.
From $19.95 Per User/mo*
Each module below covers a specific element of your business so you can tailor Core to your firm's unique needs.
From $9.95*
For team members who need to record their time & expenses-usually your entire staff.
From $9.95 Per User/mo*
From $19.95*
For staff handling invoicing, billing schedules, payments, accounts receivables & other billing-related activities.
From $19.95 Per User/mo*
From $24.95*
For accountants, firm principals & others who need access to financial insights.
From $24.95 Per User/mo*
How does role-based pricing work?
Role-based pricing means that you pay per module depending on each employee's needs. Some of your staff only need to enter time and expenses, while others must handle accounting or billing. Role-based pricing lets you get exactly what each of these team members requires without paying for anything they won't use.
Can you limit access to features within the subscriptions?
Yes, it's simple for the account administrator to restrict access to different features and types of information.
Does the Time & Expense subscription have access to contacts?
No, access to view or create contacts requires a Manager subscription.
Which subscription includes the QuickBooks Online and MYOB AccountRight integrations?
Integrations are handled through the Manager subscription.
If I select annual subscriptions for most of my staff, what can I do if I need to add on interns, consultants, or other seasonal staff?
With Core's pricing, it's easy to accommodate shifting staff numbers. You can simply purchase additional monthly subscriptions for those users who won't be at your business for too long.
Does the Accounting package include all of the other modules? Or, is there any other package that offers all the roles in one?
No, the Accounting package only comprises accounting-specific features. For example, if a given user on your team needs both accounting capabilities and time and expense tracking, you'll need to purchase these two different subscription packages for them.
The same applies to the Manager and Billing packages. So, for example, if you're a project manager, you'll likely need to purchase both the Time & Expense subscription as well as the Manager one. There currently isn't a package that offers all roles in one.