Pricing

Pricing follows engagement volume. Not seat count.

The whole team should be able to use Coalesc without wondering who has a license. Pricing therefore follows the volume of client work Coalesc helps move forward.

Discuss your volumeNo per-user license gate

The unit

Why the engagement is the right unit

One client can have a personal return, several corporations, bookkeeping and other engagements. User count or document count does not reflect value very well. The engagement is much closer to the work the firm bills and completes.

Pricing model

The firm’s work is what enters the model.

01Annual engagement volume
02Workflow depth
03Rollout needs

Output

A firm-level engagement envelope

Not an arbitrary multiplication of user seats.

What determines your price

Three simple variables. Not a twenty-plan pricing maze.

01

Annual volume

How many engagements you expect to run through Coalesc over the next 12 months.

02

Workflow depth

Collection and completeness today; more preparation and review as those workflows become available.

03

Rollout

The level of configuration, support and implementation help needed to fit Coalesc into the firm’s process.

The goal: create more leverage than the software costs.

We would rather start from your real volumes and one real engagement than publish a grid that assumes every accounting firm works the same way.

Discuss your volume
Calculator

What chasing costs you this year

The numbers below are yours. All we do is the multiplication.

Chasing

Working out what is missing, writing it, sending it, tracking who replied.

Your numbers, multiplied. We add no assumptions.

Bookkeeping

Our one published measurement: 2 to 3 hours a file down to 10 minutes on the document work, at a Top 25 Quebec firm. We apply the low end.

Hours per year

450

≈ 13 weeks of 35 hours

Hours chasing per year
120
Hours on bookkeeping per year
330

$42,750

At the hourly rate you entered

Two things, so the number holds

  • This is the follow-up you no longer write. You keep the review, unless you let it run.
  • Categorization learns your chart of accounts from your corrections. The first files need more attention than the ones after.