Manage every client from one dashboard with per-client feature control — a base fee plus a flat per-client rate, no revenue share, no per-seat math. White-label your whole practice on Enterprise.
They run 3–10 businesses. They have a revocable trust, a pour-over will, two POAs, and three advance directives. They own rental property, a brokerage account, a Solo 401(k), and a defined benefit plan.
You are managing all of it in spreadsheets. You reconcile their books monthly, prepare their returns annually, and field 40 emails a year asking "where does this transaction go?"
They don't need a $50K/year family office. They need someone — you — with a platform that can keep up.
(Enterprise) Your domain. Your logo. Your colors. Clients sign in at app.yourfirm.com. HaraPro is invisible.
Enable or disable any feature for any client from your dashboard. Estate planning for HNW, books-only for freelancers. No "upgrade the whole tier" conversations.
Provision 20 clients in 5 minutes. Client switching, consolidated advisor dashboard, role-based access (owner, admin, member, viewer).
Client-facing one-pagers, onboarding videos, email templates — all co-branded with your firm. Ready to send.
(Enterprise) Direct line to the HaraPro team. Feature requests prioritized. Product questions answered in hours, not days.
Consolidated P&L across a client's businesses. Tax scenario comparisons. Estate document audit. CPA export in your template. Every client document stored in a versioned File Vault — no more chasing signed PDFs in email threads.
From application to launch in 48 hours.
5-minute form. Tell us about your practice, your typical client profile, and your target volume.
45-minute call with your partner success manager. Configure your client structure, per-client plans, and — on Enterprise — your white-label branding.
Bulk-import your client roster. Set per-client feature matrices. Test logins.
Send your first co-branded onboarding email. Clients are up and running within 48 hours.
Unlimited clients, billed per client. Pick your base tier by firm size; per-client rates are the same on both.
For independent CPAs, wealth advisors, and small firms.
For RIAs, multi-family offices, and multi-location firms.
On top of your base fee. Unlimited clients, billed by each client's plan — no revenue share, no per-seat math.
Each client plan includes fair-use limits on bank connections and AI usage. You set each client's plan; we bill you the matching per-client rate on top of your base fee.
Yes. Apply for the Partner Program and we'll provision a sandbox account within 24 hours. You test it on your own books first — no commitment.
When a client cancels, your per-client charge for that client simply stops on the next invoice. No clawbacks, no penalty.
Yes. Our onboarding team handles bulk imports from QuickBooks Online, QuickBooks Desktop, Xero, and Wave. Typical migration is 3–5 business days per client.
On Enterprise white-label, every client-facing touchpoint — domain, logo, email, support — is your firm's, and HaraPro is invisible. On Partner, your reports and client materials are co-branded with your firm.
11 types: Revocable and Irrevocable Trusts, Pour-Over and Simple Wills, Durable POA, Health Care Surrogate, HIPAA Authorization, Living Will, DNR/POLST, Funeral/Disposition, Personal Property Memorandum.
You pay HaraPro a base fee plus a flat per-client rate for each active client — one monthly invoice, billed by each client's plan. You set and collect whatever you charge your clients; there's no revenue share.
Yes. Upgrades happen through your partner dashboard with per-client feature toggles. Your per-client rate updates to the new plan automatically.
Apply in 5 minutes. Get a sandbox account in 24 hours. Launch in 2 days.
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