ClientCasa

Three plans. Pick what fits how you run your business.

Website, Invoices, or both. Starting at $19/mo billed annually. Replaces a stack of single-purpose tools that typically runs about $141/mo — saving roughly $1,464/year.

See the full comparison vs HoneyBook, QuickBooks, FreshBooks & more
A solo operator leaning back at a clean desk, relaxed — everything wired together, nothing left to chase
MonthlyAnnualSave ~17%

FrontCasa

Your storefront. Your inquiries. All in one place.

$19/mo

$228 billed annually

  • Public website with your branding
  • Blog with SEO
  • Booking form on your site
  • Shareable booking page
  • Client inbox + timeline
  • Testimonials with signed consent
  • AI writing help (blog drafts, FAQ, testimonials)
Start free trial

BackCasa

Proposals, invoices, taxes — run the books side.

$19/mo

$228 billed annually

  • Proposals with e-signature
  • Written agreements (terms + contracts)
  • Invoices + Stripe payments
  • Expenses, mileage, time tracking
  • Recipes / BOM costing
  • Tax exports (QBO, IIF, Schedule C)
  • AI assistant (drafts, analytics, search)
Start free trial
Save $4/mo

WholeCasa

Website, invoices, and one inbox to run it all.

$34/mo

$408 billed annually

Everything in Website + lead inbox
Everything in Invoices + payments
Custom domain support — bring your own or buy through us
SEO + structured data unlocked when domain attached
One inbox across discovery + money
Save $4/mo vs buying separately
Start free trial
Included on every plan

Your AI assistant. No upsell, no separate plan.

Every workflow has two ways in: a clean UI to click through, and an assistant to ask. Draft a proposal, scan a receipt, look up profit on a project — same data, same result. Use whichever is most natural for you. Writing help (blog drafts, FAQ, testimonials) is included on the Website plan. Full financial AI (proposals, analytics, document intelligence) is on Invoices and Everything. Both plans share the same 500-request monthly allowance.

Safety rail: The assistant drafts and proposes; it never sends, deletes, or charges. Every action waits for your click — so you can move fast without worrying about a runaway agent.

No hidden fees. Ever.

Your ClientCasa subscription is all you pay us. Client payments go direct via Stripe at standard processing rates. No platform markup, no per-invoice charges, no revenue share. Custom domain registration is a separate annual pass-through fee at ICANN cost.

What's in each plan

FrontCasa includes the public website + CRM; BackCasa includes the CRM + books; WholeCasa is all three pillars.

FeatureFrontCasaBackCasaWholeCasa
Discovery & your website
Public website (9 content blocks)
ClientCasa subdomain (you.clientcasa.com)
Blog with SEO
Testimonials with signed consent
AI-search optimization (JSON-LD, llms.txt)
Lead capture
Inquiry form on your website
Shareable inquiry form (clientcasa.com/you)
Embeddable inquiry form (paste on any site)
Inquiry pipeline with status tracking
Questionnaires with custom fields
Client relationships
Unlimited clients & contacts
Client inbox — emails, SMS, inquiries, notes in one timeline
Message templates with merge fields
Tags & notes
Pipeline stages (kanban)
Client portal (branded, passwordless)
Proposals & contracts
Proposals with smart estimates
Contracts & e-signatures
Contract amendments
Unified agreement flow (proposal + terms)
Proposal & contract templates
Money
Invoicing with line items
Accept credit cards & ACH (Stripe)
Subscriptions, deposits, payment plans
Receipts auto-generated per payment
Expense tracking & categorization
Mileage tracking
Time tracking with live timers
Recipe / BOM costing
Profitability reports (per-client, per-project)
Tax & reporting
Schedule C profit & loss
Quarterly estimated tax
1099 reconciliation
QuickBooks Online / IIF / CSV exports
AI assistant
AI writing help (blog drafts, FAQ, testimonials)
AI assistant for proposals & analytics
AI document intelligence (receipt scanning)
AI-assisted onboarding
Schedule & calendar
Calendar with day/week/month views
Google & Outlook sync
Milestones, event dates, .ics feeds
Integrations
Stripe Connect (direct charges)
Slack, Discord, Telegram
Webhooks (HMAC-signed)
REST API with scoped keys
Zapier, n8n, Make
Custom Domain & SEO
Custom domain support (bring your own or buy through us)
SEO + structured data (when domain attached)
Domain purchase & renewal (near-cost pass-through)yesyesyes

Plan limits

Generous allowances designed for normal business use. Most customers never come close. Limits are the same across all three paid plans.

ResourceAll plans
Clients, projects, invoicesUnlimited
Document storage10 GB
Website storage (Website / Everything)10 GB
AI assistant requests/month500
Document intelligence/month200 documents
Emails/day200
API requests/day5,000
Webhook endpointsUnlimited
Max file upload size50 MB
Custom domain supportIncluded on every paid plan

Pricing questions

What's the difference between FrontCasa, BackCasa, and WholeCasa?+

FrontCasa ($19/mo annual) is Website + Clients — the site, blog, inquiry form, lead inbox, CRM, proposals, and contracts. BackCasa ($19/mo annual) is Clients + Books — CRM plus invoicing, payments, expenses, time tracking, taxes, and AI. WholeCasa ($34/mo annual) is all three pillars — saves $4/mo vs buying the two singles separately.

How does the 14-day trial work?+

Card required at signup; no charge until day 15. You get the full plan for 14 days — every feature unlocked. Cancel anytime in two clicks before day 15 and we won't charge you. After day 15, your card is charged and your subscription begins.

How does custom domain work?+

Custom-domain support is included on every paid plan. You can bring your own domain or buy through us at near-cost (we add the greater of $3 or 20% to the wholesale price to cover transaction processing). Once a domain is attached, SEO features turn on automatically — JSON-LD structured data, llms.txt, sitemap.xml — so Google, ChatGPT, Claude, and Perplexity can find you. Subdomain sites (yourbusiness.clientcasa.com) work for direct sharing but aren't indexed by search engines or AI assistants.

Annual vs monthly — which makes sense?+

Annual saves ~17%. FrontCasa and BackCasa are each $19/mo billed annually ($228/year) or $23/mo on monthly. WholeCasa is $34/mo billed annually ($408/year) or $42/mo on monthly. Switch between annual and monthly at any time from billing settings — we prorate.

Can I switch between plans?+

Yes, anytime. Switch from FrontCasa to WholeCasa to unlock the Books pillar. Switch from WholeCasa down to BackCasa if you stop needing the website. Stripe handles proration. Your data isn't deleted — switching off a plan just hides the features that plan enabled.

Are there payment processing fees?+

ClientCasa uses Stripe Connect with direct charges — your clients pay you directly via Stripe at Stripe's standard rates (2.9% + 30¢ for cards, 0.8% capped for ACH). We do not add a platform markup or per-invoice fee. You stay the merchant of record.

Can I import data from QuickBooks, FreshBooks, or HoneyBook?+

Yes. Self-service QuickBooks import brings in your clients, invoices, and history in minutes (read-only — we never modify your QuickBooks). For FreshBooks, HoneyBook, and others, we support CSV import for clients and contacts; templates can be rebuilt with our merge-field system, often with the AI assistant's help.

Can I cancel anytime?+

Yes, cancel anytime from billing settings. Your subscription stays active through the end of your current term (monthly or annual) and won't renew — we don't lock contracts. Monthly plans aren't refunded for partial periods. Annual plans may be eligible for a pro-rata refund within the first 30 days, at our discretion.

Comparing tools first?

Live, side-by-side breakdowns vs HoneyBook, Dubsado, QuickBooks, FreshBooks, Bonsai, Moxie, Wave, and 17hats — with verified pricing scraped directly from each competitor’s site.

See the full comparison

Questions? Email us at support@clientcasa.com