Engagement letter software for accountants & bookkeepers

Pricing patterns

Every pricing model you actually use

Planar supports the pricing patterns accountants and bookkeepers actually use — fixed-fee, retainer, hourly, value-based, milestone-based — without forcing one into the shape of another.

• Monthly retainer for ongoing services

  Monthly bookkeeping, payroll, or controller services with a tiered scope (transactions/month, accounts, entities).

  $300–$3,500/mo

• Engagement letter for tax season

  Annual tax preparation engagement billed as a single fee with a deposit on signature.

  $600–$8,000

• Project fee for clean-up and catch-up

  Multi-month bookkeeping catch-up or clean-up scoped as a fixed fee.

  $1,500–$15,000

• Hourly for advisory work

  Fractional CFO or advisory consultations at a stated hourly rate.

  $200–$450/hr

Works alongside the tools you already use

Pairs cleanly with your existing stack.

Planar handles the proposal-to-deposit slice. Where it overlaps with accountants and bookkeepers-adjacent tools — Ignition, Cone, Karbon, TaxDome, Canopy, Liscio, QuickBooks, Xero, Bill.com — Planar specializes in the deal surface and lets the rest of your stack do what it already does.

FAQ

Common questions from accountants and bookkeepers.

What is Planar?

Planar is a Claude-native deal surface for accountants and bookkeepers. You draft your engagement letter in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.

How much does Planar cost?

Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.

Does Planar charge transaction fees on customer payments?

No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).

How does Planar compare to Ignition?

Ignition is a well-established option in this category and continues to work for many accountants and bookkeepers. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where Ignition fits an existing workflow better, the two can coexist — Planar handles the proposal/engagement letter slice while Ignition handles whatever else it's already doing in the stack.

Do I need to use Claude to use Planar?

Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.

Does Planar replace DocuSign?

Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.

Can I use my own domain?

Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).

Is the recipient required to create an account?

No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.

We already use Ignition.

Ignition is the established player and works alongside Planar for invoicing if you want. The main reasons firms move: zero transaction fees on Planar (Ignition charges 1% + $0.30), Claude-native drafting that compounds across a returning client base, and a faster engagement-letter-to-payment flow on a single URL.

Engagement letters need a real signature, not a checkbox.

Planar offers DocuSign and Dropbox Sign integration for jurisdictions and clients that require an explicit external e-sign envelope. Native click-to-sign is available for inline agreements where you choose to use it.

We need this to integrate with QuickBooks / Xero.

Planar handles the engagement letter and the client payment via Stripe Connect. Bookkeeping integrations (QuickBooks, Xero, Bill.com) sit downstream and are unaffected — the payment record flows through Stripe like any other Stripe transaction.