Pricing
Per staff user, per month, or $20 when billed annually. Unlimited clients, unlimited portal users, unlimited storage. Your clients never cost you anything, because the whole point is getting every client on the portal.
BrightReturn for firms
The whole product for every firm. No tiers and nothing metered.
14-day trial · no card · cancel anytime
Published prices for the tools accounting firms most often compare, as of August 2026. Suites bill annually, upfront; several meter the exact features a portal exists for.
| Product | Published price | The catch |
|---|---|---|
| BrightReturn | $25 /user/mo | None. Monthly, cancel anytime, everything included. |
| TaxDome | $800–1,200 /user/yr | Billed annually upfront; white-label mobile app costs extra. |
| SmartVault | $55–85 /user/mo | Annual commitment, seat minimums; AI document requests metered per return. |
| Canopy | from ~$74 /user/mo | Modular add-ons stack; full pricing requires a sales call. |
| Client Hub (clienthub.app) | $49–99 /user/mo | QuickBooks integration reserved for the top tier; demo-gated. |
See the full comparisons:TaxDome,SmartVault,Canopy,ShareFile.
The short version: no card to try it, no contract to keep it, and your documents export as a zip whenever you want them.Price is a trust signal, and so is how it's structured.
Yes. Every firm gets the whole product: document requests, named read receipts, white-label branding, folder templates, the review queue, and unlimited clients, portal users, and storage. There is no tier ladder and nothing to unlock later.
Only your firm's staff: the people who sign in to the firm side. Your clients and their portal accounts are free and unlimited, and so is storage. We never charge for the behavior we want more of: every client on the portal.
No. The 14-day trial starts with an email address. Bring your clients in and send real document requests before you decide anything.
Only if you want one. Monthly is $25 per staff user and you can cancel anytime. Annual billing drops it to $20 per staff user per month. Nothing is billed upfront for a year the way suite platforms do it.
No. Your logo, colors, and welcome text are included at $25, and your clients see your firm's brand from the invitation email to the sign-in screen. White label is never an upsell tier.
Switching is the wrong word, because there is nothing to migrate before you start. Import your client list, send this season's requests, and let documents land in BrightReturn from today forward. Historical files can move later, or never.
BrightReturn doesn't include e-signature today; it is planned as an integration. Most firms keep their existing e-sign tool and use BrightReturn for the collection half of the exchange, which is where the season is actually won.
They're yours. Export everything as a zip at any time, cancel from the billing page, and your subscription simply stops at the end of the period.
A five-person firm pays $125 a month, around a third of what a suite bills for the same seats, with no annual invoice up front.