Estimate your monthly cost
Enter your active caseload. Clients you inactivate aren’t billed, and their records stay in Exact for retention.
- 120 payee clients × $2.63
- $315.60
- 30 guardianship clients × $5.25
- $157.50
- Premier Support
- $20.75
- Monthly total
- $493.85
- Per client, on average
- $3.29
Included with every subscription
- No up-front licensing costs
- Up to three online train-the-trainer sessions at start-up
- User guides for staff, administrators and configuration, built into the application
- No charge for inactive clients, so records stay available for retention
- Check printing on lower-cost blank check stock, so you don’t have to buy pre-printed checks
- Your own encrypted database, backed up automatically, in a SOC 1 compliant system
What Premier Support covers
Premier Support puts Exact specialists on call for your team. You reach people who know payee and guardianship work, and you choose phone or email for each request.
- Up to 10 support sessions a year, by phone or email
- A ticket is opened promptly once a technician is available, and always within 24 business hours. Our typical response time is often less than 2 hours.
- Help with configuration and general use, including advice on nonstandard setups
- Monday–Friday, 8:00am–5:00pm Pacific, excluding holidays
Getting your data in
Conversion costs depend on how much back data you need to bring over. Many subscribers set up their own clients, and our technical staff will recommend the best approach. Often we can get you running at no additional cost.
Consulting, if you need more
For implementation and configuration, data conversion from legacy systems, integration with other systems including financial institutions, and extra training.
Pricing questions
What counts as an active client?
Any client case that’s active during the month. Inactivate a case when it closes and it stops being billed.
Why do payee clients cost less?
Payee and other non-legal programs are billed at a discounted rate. Guardian and trustee features, such as court orders, bonded funds and court accountings, are enabled for legal programs.
Is payment due when we subscribe?
No. Subscribing sets up your account, and no payment is due at that time. See how subscribing works.