Annual Pricing
② Free Months
Pro
1 Company Per Plan
Unlimited Users
$290/ year
Included Features:
BRIDGE/TIMELINE
Communicate w/ Team
Share Files
Create Bookmarks
Broadcast Message
MILESTONES
Record Company Events
Record Private Events
TO-DO LIST
Sort by: Due Dates
Sort by: Assign to Person
BOOKMARKS
Create KPI Dashboards
Save Favorite Posts
DATA MASH
Create Calculations
Expense Control Analysis
User Permissions
Cash Flow Calculations
Create Graphs & Charts
Trend Analysis
INDUSTRY COMPARISONS
Compare Previous Years
Set Goals
Automate Sharing
BUSINESS SNAPSHOT
Business Valuation
What-if Scenarios
TRAINING
Email Support
Phone Support
Limited On-Board Support
NOTIFICATIONS
Customized
Clear All Button
Expert
1 Company Per Plan
Unlimited Users
$390/ year
ALL PRO Features plus:
BRIDGE/TIMELINE
Expert AI Suggestions
DATA MASH
15 Additional Preload KPIs
IMPACT CENTER
Customer Management
Vendor Management
Customer / Vendor Analysis
Create To-Do's
TRAINING
Limited On-Board Support
Trusted Advisor
3 Companies Per Plan
Unlimited Users
$990/ year
ALL EXPERT Features plus:
INDUSTRY COMPARISON
Compare Previous Years
Set Goals
Automate Sharing
TRAINING
On-Board Support
$15 / mo. per company
WHEN YOU ADD YOUR 4th CLIENT
Up to 10 Total Clients (Unlimited Users)
$10 / mo. per company
WHEN YOU ADD YOUR 11th CLIENT
Up to 25 Total Clients (Unlimited Users)
$5 / mo. per company
WHEN YOU ADD YOUR 26th CLIENT
More than 26 Clients (Unlimited Users)
Frequently Asked Questions (FAQ's)
OUR COMMITMENT AND GUARANTEE
If you're not satisfied with PATH by Simplex for any reason within the first 30 days, simply cancel your subscription to receive your FULL refund.
WHAT IS A FINANCIAL COLLABORATION PLATFORM?
IS MY DATA SECURE?
We use two-factor authentication and secure authentication to protect access to your data. Our enterprise servers' communication and web traffic are encrypted as you access it. Enterprise level security protects us from hacking and denial of service attacks with real-time security analysis and continuous security checks, including security inspection and Access Analysis. We implement PCI DSS Compliance security beyond the firewalls. Since it’s your information and our reputation, we take security seriously.
WHO WILL BE ABLE TO SEE MY DATA?
DO YOU HAVE A 30-DAY MONEY BACK GUARNTEE?
WHY WOULD I WANT TO "SHARE" INFORMATION WITH MY EMPLOYEES?
DO YOU HAVE ANY PROGRAMS FOR ACCOUNTANTS?
"Unique means one of a kind, I believe PATH by Simplex is just that. The ability to set and monitor goals, KPIs, and provide collaborative management information is unlike any product in the market place."
Listen to the Technology Lab Podcast - Review of PATH.
Source: https://www.cpapracticeadvisor.com/podcasts/podcast/21243969/the-technology-lab-podcast-review-of-oct-2021