Pricing

Your Six-Figure Admin Team at a Fraction of the Cost.

What takes your team months, Smartdata gets done in hours to free you up to get more at-bats and show immediate value at the first meeting.

Pricing Tiers

All Plans Include SmartPortfolio™ and SmartTax™, plus:

Lite

$499/Firm per month

Annual new household
connections:
60

Additional data
connections:
$95/each

Pro

$850/Firm per month

Annual new household
connections:
120

Additional data
connections:
$85/each

All plans require a 12-month commitment. Pay annually to receive a 10% discount from monthly pricing.

See the Value Instantly

Save time, reduce human error, and streamline processes.

Here’s how:

Choose Your Plan