One plan. The full platform.
No tiers, no feature-gating. SGD 29 per user per month — with a 14-day free trial to get started. No credit card required.
Everything you need to run your practice
The full ClientBase platform — no limits on clients, users, or requests. Trial downgrades automatically if you choose not to continue. No risk.
What happens after your trial? If you choose not to continue, your account automatically downgrades to our Free plan — no cancellation needed, no data lost. The Free plan includes up to 5 users, 20 ACRA-verified clients, and 100 requests per month, at no cost.
14-day free trial included · No credit card required · Migrate your client list by UEN upload in hours, not weeks
Growth vs. Free fallback
See what's included in the Growth plan — and what your account retains if you choose not to continue after your trial.
| Feature |
Your plan
Growth
SGD 29 / user / month
|
Free
Auto-downgrade after trial
|
|---|---|---|
| Core Features | ||
| UsersTeam members who can access ClientBase | Unlimited | Up to 5 |
| Client RecordsStandard records with contact info and notes | Unlimited | Unlimited |
| TrustBar Verified Entity ProfilesACRA-verified entity profiles | Unlimited | 20 clients |
| RequestsTrack client requests from submission to completion | Unlimited | 100 / month |
| Managed File StorageSecure storage with version control | 10 GB | 2 GB |
| Request Template LibraryPre-built requests for every recurring job | ✓ | ✓ |
| Advanced Features | ||
| Statutory Deadline TrackerTrack filings and recurring obligations | ✓ | ✓ |
| Team Workload DashboardSee who's busy and where bottlenecks form | ✓ | ✓ |
| Audit TrailTime-stamped history of every change | ✓ | ✓ |
| Advanced PermissionsControl who can see and edit client information | Coming soon | — |
| AI Insights DashboardAI-powered capacity, profitability & analytics | ✓ | — |
| Workspace SearchSearch any client, request, or file instantly | Coming soon | — |
| E-SignatureSend and get documents signed securely | Coming soon | — |
| Client Onboarding PipelineStructured onboarding workflows for new clients | Coming soon | — |
| AML/KYC ScreeningSanctions screening powered by sanctions.io | Coming soon | — |
| Support & Onboarding | ||
| Email SupportSupport via email during business hours | ✓ | ✓ |
| Data Import AssistanceWe help you migrate from spreadsheets | ✓ | — |
| Start Free Trial | Automatic fallback if you don't upgrade |
|
Pricing FAQ
When you register, you get 14 days of full access to the Growth plan at no charge. No credit card is required to start. At the end of the trial, if you choose not to continue, your account automatically downgrades to the Free plan — no cancellation needed, no data lost.
The Free plan is not something you sign up for directly — it's the fallback tier your account moves to if you don't upgrade after your 14-day Growth trial. It includes up to 5 users, 20 ACRA-verified client profiles, and 100 requests per month. It's there so you never lose access to your data.
Yes. We offer a 10% discount for annual subscribers. Contact us to set up annual billing.
No. Growth is billed month-to-month. You can cancel anytime with no penalties or fees. If you cancel, your account downgrades to Free at the end of your current billing period.
We accept all major credit cards (Visa, MasterCard, American Express) and bank transfers for annual plans.
No — but the 14-day free trial means you can validate ClientBase with your real clients and data before any charge is made. We'll never bill you without your knowledge.
Start your 14-day free trial.
The full Growth platform, free for 14 days. No credit card required — your account downgrades automatically if you don't continue.