Trustee plans: Essential, Professional and Institutional
The trustee plans are the business workspace plus the Trust services module. Prices and what a trust client costs.
The trustee plans are the full business workspace plus the Trust services module. The module is for running mandates on behalf of clients.
Everything else is the same as in the business plan of the same size.
The three plans
- Essential — 78 USD per month or 780 USD per year.
- Professional — 108 USD per month or 1,080 USD per year. It adds AI Inbox, Auto Social Media Posts and the Postbox.
- Institutional — 148 USD per month or 1,480 USD per year. It adds AI Studio.
Every plan starts with a trial of 30 days. Every plan includes 1 login (Admin), and each additional employee costs 29 USD per month. The sizes are in Plan limits compared.
Trust clients
- Each plan includes 1 trust client.
- Each additional trust client costs 29 USD per month.
- Your clients use the client portal, in the web and in the app, free of charge.
- A client who has their own IDup plan costs you nothing.
What the Trust services module adds
- Overview — the state of every mandate.
- Clients — the mandates themselves.
- Periods — the recurring cycles of a mandate, each with its own deadlines.
- Country profiles — the rules per country.
The module covers bookkeeping, VAT, closings, taxes and payroll. See Manage mandates and their periods.
The pricing page is bindingAll prices are in USD. If a price here differs from the pricing page, the pricing page applies.
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