Start with Essentials. Enable Standard by client.
Every retained client has Essentials. Upgrade selected clients to Standard monthly; a return to Essentials takes effect at period end and preserves their history.
Essentials Starter
Up to 10 retained clients; $1 per additional retained client monthly. Unbranded website widgets are free. Each purchased branded-widget license is $5 per month on Starter. We automatically apply Practice whenever its Essentials package costs less.
Explore StarterEssentials Practice
Up to 100 retained clients; $1 per additional retained client above 100 monthly. A first paid subscription on Practice grants ten bonus slots for one 12-month period.
Explore PracticeThree ways your clients experience CatSimba
Client Portal
Professional ↔ their own client. Included with Standard; White Label branding requires enrollment.
Business-client Widget
Your client’s business ↔ its own customers and vendors, on an existing website.
See the widgetWebsite Builder
A full site for a business client that needs one; uses the same bonus allowance.
See Website BuilderYour free allowance: widgets and websites
Every paying subscriber receives a one-time 12-month bonus allowance, fixed when the first paid subscription begins: 4 slots on Essentials Starter or 10 slots on Essentials Practice. One branded widget license uses one slot; one Website Builder site uses three. Standard upgrades and later plan changes do not increase or restart the allowance.
Additional branded-widget licenses are $5 per month. Additional Website Builder sites are $15 per month at the launch exchange rate of three slots per site. Unbranded or sponsored widgets remain free and unlimited on every plan.
All bonus items share the original grant date and expiry date. Redeeming an item later does not restart its clock. Unused slots expire after 12 months and do not become cash or credit. Before the bonus ends, choose whether to renew paid widget licenses at $5/month or sites at $15/month; a license expires at the end of its paid term unless renewed.
Starter: four slots
Four widgets, or one website plus one widget.
Practice: ten slots
One website plus seven widgets, or another mix within ten slots.
A worked monthly bill
Starter with a four-slot grant, six retained clients, one Standard client and six branded widgets: $17.99 + $8.50 + 2 × $5 = $36.49/month. The Standard upgrade does not expand the original allowance.
The published marginal rate is $5.98 for Standard clients 51–100. Beginning at client 101, each new 50-client band receives a further 5% reduction from the previous band’s rounded rate, down to a $5.00 minimum per client per month. Earlier clients retain their own tier rates.
What Standard adds for a selected client
The tools available under your plan support services you can offer. What you charge for using them is up to you.
Essentials remains the firm base and every client’s starting level. Standard is enabled client by client and adds:
POA auto-fill
Part of the rolling Founding Member bonus-tool roadmap. Prepare a coordinated set of supported federal, state, local and motor-carrier authorizations from one client record, with professional review of each form before use.
See POA WorkflowSee how it worksClient collaboration
Client requests, documents, guided intake, eSignatures and a client portal with visible action status. Select one or more transactions and request client clarification, with replies and supporting documents linked to those rows.
See how it worksReminder / Client Chaser System*
Follow up on client requests and outstanding work through scheduled email and SMS reminders. The professional controls timing, message templates and stop conditions. Extra communication charges apply.
See how it worksWin and retain business clients
Create public pricing-plan widgets and private plans for custom proposals sent only to selected clients or prospects. Move from proposal to engagement agreement and eSignature, then into onboarding, invoicing and billing as these bonus tools clear beta.
See how it worksOptional AI / BYOK
AI assistance is optional. Use manual workflows or a supported bring-your-own-key configuration; AI usage pricing is not yet finalized.
See how it worksQuarterly estimates Coming Soon
Planned year-round estimated-tax workflow for professional calculation, review, client action and payment tracking. Availability follows beta clearance.
See how it worksBank Connectivity*
Optional connected feeds for a selected client: $5.77/month including up to four feeds; $1.77 per additional feed.
See how it worksWhite Label*
A professional may prepay annually with zero Standard clients. Once enrolled, every active Standard client receives White Label automatically and counts toward capacity. Essentials clients neither count nor gain Standard features or White Label. Annual fees appear below.
Compare brandingSee how it worksW9 - 1099 Chaser / Vendor Compliance*
Included with Standard: offer W-9 collection and vendor compliance as a professional-branded service, then connect vendor records to 1099 review. Eligible migrating clients may receive up to five complimentary federal 1099-NEC and/or 1099-MISC e-filings in their first CatSimba filing season if Standard is active at filing.
See how it worksPayment orchestration*
As this bonus module becomes available, CatSimba can use MyPowerly’s 11 configured payment-gateway integrations and four vault choices for tokenizing sensitive payment credentials. The selected provider handles merchant settlement; CatSimba does not hold or pool funds.
See how it worksClient onboarding and checklists
Guide new clients through intake, questionnaires, document requests, engagement steps and reusable checklists. Assign work, track completion and hand approved information to the professional workflow as these tools are released.
See how it works* Extra charges may apply: email/SMS usage, Bank Connectivity, broader White Label, payment-provider services, and 1099 filings beyond the eligible five-form federal migration allowance or other filing services. POA auto-fill is a rolling bonus tool, not a presently available core feature.
POA auto-fill is part of the rolling bonus-tool roadmap.
Prepare supported IRS Forms 2848 and 8821 and applicable state, local and motor-carrier authorizations together from one client record, subject to professional review.
See POA WorkflowBank Connectivity is a separate optional client add-on. Standard returns to Essentials at period end without deleting history.
Annual White Label capacity
One firm enrollment automatically covers all active Standard-enabled clients; Essentials clients do not count or receive White Label or Standard features. The fee is prepaid annually, separate from Essentials and monthly Standard upgrades. These annual rates are separate from monthly Standard upgrade charges; the term and cancellation rules appear below. Payment begins the annual term, regardless of client activity or use.
| Active Standard clients | Annual White Label fee |
|---|---|
| 0–10 | $625 / year |
| 11–20 | $1,150 / year |
| 21–50 | $2,350 / year |
| 51 and above | $2,350/year for the first 50 + $40/year for each additional active Standard client |
A professional with zero Standard clients may prepay the 0–10 tier, but no Essentials client gains Standard access. When an enrolled firm upgrades another client to Standard, show the client’s monthly Standard charge and any remaining-term prorated White Label capacity increase together before confirmation. Confirming that upgrade authorizes both charges; declining leaves the client on Essentials. Above 50 Standard clients, each additional client adds $40 per year to White Label, prorated for the remaining term. The monthly calculators show this annual prepayment separately when White Label is selected and model the original first-year widgets-and-websites bonus separately.
Annual license term: The 12-month White Label term starts when the professional purchases the annual enrollment, even with zero Standard clients. Purchasing creates firm eligibility, not Standard entitlements for Essentials clients. Non-use or having no Standard client does not delay the term or trigger a refund. The same annual capacity fee covers either a CatSimba-hosted branded subdomain or a custom-domain White Label experience. The professional supplies or pays for its domain registration; unusual migration or concierge setup work, if offered, must be separately quoted and approved before work begins. Voluntary cancellation stops the next renewal; White Label remains available through the paid term, with no partial refund solely for voluntary cancellation or non-use. If CatSimba cannot provide the paid service, refund the unused portion. Give at least 30 days’ notice of the renewal amount and a clear way to stop renewal. If all clients later return to Essentials, their White Label access stops while the paid firm term continues; any lower capacity tier applies at the next renewal.
Standard client upgrades
Progressive monthly marginal rates apply only to Standard-enabled clients: crossing a threshold changes the rate for clients in the new band, not for earlier clients. The $5.98 rate for clients 51–100 remains. Starting at client 101, each subsequent 50-client band is 5% less than the preceding rounded-to-cent rate, with a $5.00 minimum. Rates are rounded to the nearest cent per client before summing. White Label is a separate annual fee.
| Standard-enabled client position | Rate per client / month |
|---|---|
| 1–10 | $8.50 |
| 11–20 | $7.50 |
| 21–50 | $6.50 |
| 51–100 | $5.98 |
| 101–150 | $5.68 |
| 151–200 | $5.40 |
| 201–250 | $5.13 |
| 251 and above | $5.00 floor |
Estimate a monthly bill
Adjust the counts to see the Essentials base, Standard upgrades, Bank Connectivity, widgets and websites. Select the original bonus grant and its active window; White Label appears as a separate annual fee. Additional feeds appear in the slider estimate.
Explore your monthly price with sliders
Build an illustrative estimate from retained clients, Standard upgrades, optional Bank Connectivity, licensed widgets and Website Builder sites. Select the original grant and whether its 12-month window is active. The grant stays fixed when Starter automatically switches to Practice. White Label is a separate annual fee.
Illustrative subscription estimate, not a quote. It excludes optional services without a published rate, payment-provider charges, taxes and other applicable fees. For more than 500 retained clients, talk to us about your practice.
Pricing for 1099 filings beyond the eligible migration allowance, as well as AI usage, staff seats and other unresolved services, remains to be finalized.
Know the price before adding optional services
Your estimate shows the lower-cost Essentials package, any Standard client upgrades, selected Bank Connectivity and branded-widget charges. Optional services such as SMS reminders, AI usage, additional 1099 filings, broader White Label and staff seats may have separate charges. Before activation, we will show the applicable unit rate, included allowance, estimate and explicit approval. Metered SMS and AI will offer firm-selected spending ceilings and alerts; additional 1099 federal/state filings, corrections, print/mail and TIN matching will be separately priced.
Rates and included allowances for services still in development will be published when those services become available.