Pricing
Simple pricing, no surprises.
Start free. Upgrade when you're ready. Cancel anytime.
MonthlyAnnualSave 21%
Basic
$0
Try the core workflow risk-free.
Get started free- 3 active checklists
- Magic links (no client login)
- File uploads (10 MB per client)
- Manual reminders
- 3 clients
Most Popular
Pro
$39/mo
For solo operators who need speed and polish.
Start free trial- Everything in Basic
- AI checklist builder (25/mo)
- Custom branding
- Priority email support
- Analytics dashboard
- Automated reminders
- All templates (20+)
- Export data (CSV/PDF)
- Lead pipeline (CRM Kanban)
- Automations & Playbooks
- 50 clients · 25 checklists
Firm
$89/mo
For growing teams that need control at scale.
Start free trial- Everything in Pro
- 8 team members
- Team collaboration + RBAC
- Remove all SwiftChecklist branding
- Accept payments (Stripe)
- AI parser & auditor
- Zapier + Slack integrations
- Advanced analytics
- 250 clients · 100 checklists
30-day free trial on all paid plans · No credit card required · Cancel anytime
Compare plans
Full feature comparison
Scroll right on mobile to see all plans
| Feature | Basic | Pro | Firm |
|---|---|---|---|
| CORE LIMITS | |||
| Active checklists | 3 | 25 | 100 |
| Active clients | 3 | 50 | 250 |
| Team members | 1 | 1 | 8 |
| Storage | 100 MB | 10 GB | 50 GB |
| CHECKLIST CREATION | |||
| Manual builder | |||
| AI checklist builder | 25/mo | 100/mo | |
| AI parser | 100/mo | ||
| AI auditor | 50/mo | ||
| BRANDING | |||
| SwiftChecklist branding | Shown | Minimal | Removed |
| Custom logo & colors | |||
| Custom domain (CNAME) | |||
| WORKFLOW & AUTOMATION | |||
| Approval workflow | |||
| Automated reminders | |||
| E-signatures | Single | Multi-party (5) | |
| Internal notes | |||
| Automation rules | |||
| Multi-step playbooks | |||
| LEADS & CRM | |||
| Lead pipeline (Kanban) | |||
| Google Contacts sync | |||
| ANALYTICS | |||
| Basic stats | |||
| Advanced analytics | |||
| Export reports | CSV | CSV + PDF | |
| INTEGRATIONS | |||
| Email & Google Drive | |||
| Slack & Zapier | |||
| PAYMENTS | |||
| Accept payments (Stripe) | |||
| SUPPORT | |||
| Support | Community | Priority email | Priority phone |
| Onboarding call | |||
Guidance
Which plan is right for you?
Freelance Consultant
Pro Plan
"I onboard 2-5 clients per month"
- AI builder
- Custom branding
- Analytics
Marketing Agency
Firm Plan
"We have a team of 5 managing 20+ clients"
- Team collaboration
- Remove branding
- Stripe payments
Solo Accountant
Basic Plan
"I'm just getting started"
- Simple checklists
- Magic links
- Try risk-free
FAQ
Frequently asked questions
Need something custom?
Enterprise plans for large teams, custom SLA, SSO, IP whitelisting, and dedicated support.