Free
Validate the workflow with one client workspace.
$0
- 1 active workspace
- Core tasks and evidence
- Shareable reports
Monthly evidence operations
Make every month provable.
Keep recurring MSP work, evidence, approvals, and the final client report in one controlled trail.
Built for client reporting—not compliance certification.
The monthly closeout, in three passes.
The sequence is simple enough to repeat and strict enough to make missing proof obvious before a client sees the report.
1.0 · Plan
Set the recurring work.
Apply one reusable checklist to each client workspace so the month starts with clear owners and due work.
Reusable task set
- Backup verification
- Monthly
- Endpoint patch review
- Monthly
- M365 admin review
- Monthly
2.0 · Prove
Keep proof with the task.
Attach the screenshot, file, link, or note while the work is fresh. Missing evidence stays visible before closeout.
Evidence attached
- backup-july.png
- Screenshot
- patch-summary.pdf
- Admin review note
- Internal note
3.0 · Publish
Share only what belongs.
Review the reporting period, approve client-visible attachments, and publish one controlled report for that workspace.
Publication rules
- Scope
- Approved tasks
- Attachments
- Client-visible only
- Delivery
- Web report + PDF
One report. The whole month in context.
Completed work, attached proof, missing items, and the reporting period stay together in one reviewable draft before publication.
- Reporting period
- Named on every report
- Completed work
- Grouped with its evidence
- Missing items
- Visible before publishing
- Delivery
- Secure web report and PDF
Your operating notes stay yours.
Evidence begins internal. A client sees only the reports and attachments you explicitly approve for that workspace.
- New evidence
- Internal by default
- Client access
- Published reports only
- Workspace boundary
- One client per workspace
- Report delivery
- Secure web view and PDF
Pricing follows the client count.
Start with one workspace. Move up only when your reporting book grows. Paid plans renew monthly until canceled.
Starter
Run compliance reporting for a small MSP book.
$9/mo
- Everything in Free
- 5 active workspaces
- Client-ready reports
- Queued email notifications
Growth
Handle recurring proof work across a growing client base.
$19/mo
- Everything in Starter
- 15 active workspaces
- Report PDFs
- Private evidence storage
Pro
Scale the monthly reporting process across more clients.
$29/mo
- Everything in Growth
- 40 active workspaces
- Role-aware team access
- Priority email support
Taxes, currency, and final renewal terms are shown by Lemon Squeezy before payment.