Pricing

Simple pricing for tax and accounting firms

From $6.99 a month, one price per firm, not per envelope: much less than DocuSign or Dropbox Sign. Unlimited envelopes on every paid plan. Free for 30 days, no credit card.

Free

For trying SignLucid on a few documents a month
$0 / month
Free forever
Get started
1 user · 3 envelopes a month
  • Guided signing
  • Send back one spot
  • Tax-form recognition (8879, 2848, 8821)
  • English / 中文 signing pages
  • Certificate of completion

Starter

For solo preparers who send their own returns
$5.83 / month
per month, billed $69.90 yearly
Start free trial
1 user · Unlimited envelopes
Everything in Free, with no monthly limit
  • Guided signing
  • Send back one spot
  • Tax-form recognition (8879, 2848, 8821)
  • English / 中文 signing pages
  • Certificate of completion
Recommended for most firms

Pro

For small tax and bookkeeping offices
$33.33 / month
per month, billed $399.90 yearly
Start free trial
Up to 3 users · Unlimited envelopes
Everything in Starter, plus:
  • AI guidance in English or Chinese
  • Send links by text or WeChat
  • Team workspace
  • KBA identity verification for remote 8879 Coming soon
  • Automatic text messages Coming soon

Firm

For growing firms that want their own name on every signing page
$58.33 / month
per month, billed $699.90 yearly
Start free trial
Up to 10 users · Unlimited envelopes
Everything in Pro, plus:
  • Your firm's name and brand color on signing pages
  • Priority support
  • KBA identity verification for remote 8879 Coming soon
  • Automatic text messages Coming soon

Prices in USD, before applicable taxes. Unlimited envelopes for your firm's normal client work; fair use applies (Terms §3.6).

More than 10 users, or want guided signing inside your own portal or software? We offer white-label and API plans by agreement. Contact us

Talk to us

Compare plans in detail

FreeStarterProFirm
Usage
Users11Up to 3Up to 10
Envelopes per month3Unlimited*Unlimited*Unlimited*
Layouts remembered for the whole firm✓✓✓✓
Signing
Signature lines found automatically✓✓✓✓
Guided signing, one spot at a time✓✓✓✓
Can't submit with a required field missing✓✓✓✓
Send back just the one wrong spot✓✓✓✓
Each signer's own link and color✓✓✓✓
Signers need no account or app✓✓✓✓
English and Chinese signing pages✓✓✓✓
Optional access codes✓✓✓✓
Combine several PDFs in one envelope✓✓✓✓
Pre-send check✓✓✓✓
Manual reminders✓✓✓✓
Tax forms
Form 8879 family recognized (8879, 8879-S, -PE, -CORP and more)✓✓✓✓
Forms 2848, 8821, 8878 and 8453 recognized✓✓✓✓
Engagement-letter signature lines recognized✓✓✓✓
AI and delivery
AI guidance: plain-language explanation for signers, in English or Chinese (your firm turns it on)——✓✓
Send signing links by text or WeChat (copy the link)——✓✓
Automatic text messagesComing soonComing soon
Your firm
Team workspace——✓✓
Your firm's name and brand color on signing pages———✓
Priority support———✓
A real person replies within one business day✓✓✓✓
Security and compliance
Records designed around the ESIGN Act and UETA✓✓✓✓
Certificate of completion with full audit trail✓✓✓✓
SHA-256 tamper evidence✓✓✓✓
KBA identity verification for remote Form 8879Coming soonComing soon

* Unlimited envelopes for your firm’s normal client work. Fair use applies — see Terms §3.6.

How to payPayPalVenmoZelleCheckCard payments (Stripe) — coming soonInvoices are e-mailed from billing@signlucid.com before each period. Paying yearly? You pay just once a year.
Compared

What a 3-person firm pays

SignLucid ProDocuSign StandardDropbox Sign Standard
Pricing modelPer firmPer userPer user
Monthly cost, 3 users$39.99 ($33.33 yearly)$135 monthly / $75 paid yearly$90 monthly / $75 yearly
Yearly cost, 3 users$399.90$900$900
Envelope limitUnlimited10 per user per month (monthly) / 100 per user per year (yearly)Unlimited (minimum 2 users)

Competitor list prices from docusign.com and sign.dropbox.com, checked October 15, 2026. Vendors change prices and promotions; check their sites for current terms.

Pricing questions

What counts as an envelope?

Each request you send for signature counts as one envelope. You can combine several PDFs in one envelope, such as an 8879, a state form and an engagement letter. Every paid plan includes unlimited envelopes; the Free plan includes 3 a month.

Who counts as a user?

Anyone at your firm who signs in and sends documents. Your clients and other signers are never users and never pay.

Do my clients pay or need an account?

No. Each signer gets a private link that opens in any phone or computer browser. No account, no app, no charge.

What's included in the trial?

30 days, no credit card, with every feature (same as Firm), including AI guidance (a plain-language explanation of the document in English or Chinese). Up to 10 team members during the trial.

What happens when the trial ends?

Choose a plan to keep going. If you don't, your account moves to the free plan with 3 envelopes a month; everything you sent stays in your account and can still be signed and downloaded.

Can I change plans?

Yes, upgrade or downgrade at any time. Upgrades take effect the same day; downgrades take effect when your current paid period ends. Yearly billing includes two months free.

Do you offer refunds?

Monthly plans aren't refunded for the current month; your plan runs to the end of that month. Annual plans cancelled within 30 days of the first payment or a renewal are refunded for the unused whole months; after 30 days, the plan runs to the end of the paid year without a refund. Refunds go back by the original payment method.

What if an invoice isn't paid?

If an invoice isn't paid by its due date, we'll remind you and allow 7 more days. After that, your account moves to the Free plan (3 envelopes a month); everything you've sent and stored is kept, and your plan comes back as soon as payment is made.

Is "unlimited" really unlimited?

Yes, for your firm's normal client work, however busy tax season gets. It doesn't cover marketing blasts, sending on behalf of other businesses, or automated bulk sending (Terms §3.6). If usage is far beyond a typical firm, we'll talk with you first; we won't just shut it off. This applies to paid plans; the Free plan includes 3 envelopes a month.

How will KBA be priced?

KBA identity verification is in development and isn't available yet. When it launches, it will be priced per verification, and the price will be listed on this page first. Until then, sign 8879s in person, or have clients hand-sign and return a scan.

Discounts for associations or groups?

CPA associations, tax-software user groups and nonprofits are welcome to e-mail us at hello@signlucid.com.

Start your free 30-day trial

No credit card. After the trial, keep sending 3 documents a month for free.