Plans by the clients you serve, what counts as an active client, and changing plan.
Cartenda has four plans: Essential, Practice, Growth and Firm. Every plan includes every feature and your whole team. They differ only in how many clients they are for. Pick the one that holds the clients you serve, and change whenever you like.
| Essential | Practice | Growth | Firm | |
|---|---|---|---|---|
| Price | $29 a month | $69 a month | $149 a month | $299 a month |
| Active clients | 50 | 150 | 350 | 1,000 |
| Storage | 50 GB | 150 GB | 500 GB | 1,000 GB |
| AI checks a month | 150 | 450 | 1,050 | 3,000 |
| Texts a month | 100 | 300 | 800 | 2,000 |
Every plan includes every feature, unlimited forms and unlimited workspace members. You never pay per seat, so you can invite your whole team. Your own plan's figures are always on Settings → Billing.
Plans are billed monthly. Where tax applies, the Billing page shows prices as "+ tax".
A client is one entry on your Clients list: a person or a client group. A couple counts once, and so does a business with several contacts.
A client is active when you have sent them a request, or they have sent you something, in the last 12 months. Importing your contacts counts nobody until you start working with them. Somebody new who replies through an open link counts only once you confirm them as a client. See Open links.
A client you worked with once stays counted for 12 months after the last time. Their records stay however long you keep them.
To see exactly who is counted, open Clients and tick Active in the last 12 months, or press See who is counted on the Billing page.
Nothing ever stops. Each active client past your plan's is 50¢ a month, and adds 1 GB of storage, 3 AI checks and 2 texts to what your plan includes. Each AI check past your allowance costs 15¢. Storage past your allowance costs 20¢ per gigabyte per month.
You are billed on the most active clients you served at once during the billing period, not on where the count ended. A client you first send a request to on the 28th counts that month. When you are already serving every client your plan includes, the send screen tells you before you send to one more.
Pick the plan that holds the clients you usually serve. If you grow past it, each extra client is a small monthly charge, so there is no need to move up the moment you pass it.
Once your plan and its extra clients cost more than the next plan would, the This month card on the Billing page says so and offers a Move to button, and owners and admins get one email that month. Cartenda never moves you by itself. The Plans card also shows, on each bigger plan, the number of clients at which it starts to cost less.
Only owners and admins can see the Billing page.
What you pay depends on the direction:
A new firm gets 14 days on Practice for its first workspace, with no card needed. Nothing is charged during the trial. AI checking pauses at Practice's monthly allowance until you subscribe, and texts past its allowance go by email. Clients can still open your forms and upload. To keep going, press Set up payment on the Billing page. Nothing is deleted when a trial ends.
If another firm sent you its Refer a firm link, signing up through it gives you a longer trial, and credit once you subscribe. See Refer a firm.
If we sent you an offer, sign up through the link in it. The offer sets how long your trial runs, and its discount comes off at checkout without a code. The Billing page shows the discount under your plan.
Past 2,500 active clients, write to hello@cartenda.com about a contract and moving your records in. Nothing stops at that number.
Press Cancel subscription on the Billing page. Your plan keeps working until the end of the period you have paid for, and you are not charged again. After that, you cannot send new forms and clients no longer get reminders. Everything you have received stays in Cartenda and you can still download it. If you change your mind before the end date, press Resume subscription.
For your AI checks, texts and storage, and what happens when a card fails, see Usage and allowances.
Still stuck? Write to hello@cartenda.com and a person will answer.