Pricing
One plan. Everything included.
$10 per rep per month
$150 per month minimum per firm. Principals, compliance and admins are free.
Beta: first 12 months free. We're taking a small number of early firms. In return we ask for honest feedback while you use it. Ask us about it.
- Phone capture and check reading
- Forwarding, holds and deadline alerts
- All exception rules
- Principal review queue
- Deposit report matching
- Home office dashboard
- Exam packages and examiner links
- Write-once storage for 6+ years
- Two-factor sign-in, SSO
- CSV onboarding
Monthly or annual. Pay by card, ACH, or invoice. Seats follow your active reps automatically.
Request beta access40 reps
$400 / month
$4,800 per year
If you stop paying
CheckTrail becomes read-only. You can still view and export everything, and nothing is deleted before your retention period ends.