Plans for CPAs

Choose the plan that fits your business. No hidden fees, no surprises.

Pro

Recommended

AI-powered workspaces for every engagement. Collect, verify, and analyze documents — all in one secure place.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

2 seats

The rate applies to every seat.

Start 30 days free trial

no card required

Book a demo

Includes

pro

200

1920

100

960

https://www.welcomespaces.io/en/app-signup/register?free-trial=cpa

/mo

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{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

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Welters AI analyst for certification-grade financial analysis

100 secure client Spaces

Smart document requests

Automated follow-ups

Secure upload link for clients

AI document analysis and validation

Secure PDF Workbench

Contact directory

Pro Plus

Soon

Built for growing practices: more client spaces and AI capacity to handle more engagements with less admin.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

Coming soon

Pricing announced this fall

2 seats

The rate applies to every seat.

Book a demo

Talk to sales

Everything in Pro, plus

pro-plus

https://calendly.com/jplaforge/demo-cpa?utm_source=Website&utm_campaign=Pricing-CPA-Page&utm_content=ProPlus-Card

/mo

/mo, billed annually

{perMo}/mo with annual billing, additional tax may apply

{total} a year, additional tax may apply

{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

{rate} per seat. {total} a year, additional tax may apply

250 secure client Spaces

More AI credits for your analyses

Enterprise

One platform for your firm. Shared workflows. Consistent engagements. Seamless client experiences.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

Let’s talk

The right setup for your firm, tailored to your needs.

2 seats

The rate applies to every seat.

Book a demo

Talk to sales

Everything in Pro, plus

team

https://calendly.com/jplaforge/demo-cpa?utm_source=Website&utm_campaign=Pricing-CPA-Page&utm_content=Team-Card

/mo

/mo, billed annually

{perMo}/mo with annual billing, additional tax may apply

{total} a year, additional tax may apply

{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

{rate} per seat. {total} a year, additional tax may apply

Roles and permissions per accountant

Individual client Spaces for each accountant

Shared document request templates

Firm-wide view of every document request

Prices in CAD, taxes extra

No card needed for the trial

Data hosted in Canada, SOC 2

Compare plans

What each plan does, and where it stops.

Marketing

Pro

Pro Plus

Coming soon

Enterprise

Let’s talk

Plan limits

What each plan caps.

Users

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2 or more

Plan limits

What each plan caps.

Active client Spaces

Spaces is our client portal: one branded, encrypted space per client. Counts Spaces open at the same time; archived ones do not count.

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100

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250

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100 per member

Plan limits

What each plan caps.

AI credits

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Marketing tools only

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Standard

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Extended

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Standard per member

Plan limits

What each plan caps.

Free trial

Pro only. No card needed.

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30 days

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Client Spaces

A private, branded space for every client.

Secure client Spaces

Spaces is our client portal: a branded, encrypted space per client, with everything you share and every request in one place.

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yes

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yes

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yes

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Client Spaces

A private, branded space for every client.

Share documents, photos and links

Post files, photos and links in the Space. You and your client comment on each item.

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yes

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yes

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yes

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Client Spaces

A private, branded space for every client.

Space chat and video calls

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yes

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yes

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yes

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Document requests

Ask, collect, check.

Smart document requests

Every document a client uploads is read and checked by AI against what you asked for. Create as many requests as you need.

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Soon

yes

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yes

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yes

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Document requests

Ask, collect, check.

Secure upload links

A link to drop the documents of one request, nothing more. No account, no access to the Space.

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Soon

yes

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yes

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yes

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Document requests

Ask, collect, check.

Request templates by client profile

Set the documents to ask for by profile (transaction type, employment status, client situation, down payment source) and reuse them in one click.

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yes

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yes

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yes

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Document requests

Ask, collect, check.

Automated follow-ups

Reminders go out on their own until every document is in.

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Soon

yes

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yes

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yes

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Document requests

Ask, collect, check.

AI document analysis and validation

Each upload is classified and checked against the request before you open it.

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yes

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yes

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yes

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Contacts and CRM

Your people, in the app.

Contact directory

Every client and contact in one list, with their Spaces, requests and deals attached. Search, tag and open a Space from the contact.

New

yes

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Soon

yes

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yes

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yes

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Contacts and CRM

Your people, in the app.

Leads and deals pipeline

In the works: track leads and deals without leaving WelcomeSpaces.

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soon

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soon

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soon

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Contacts and CRM

Your people, in the app.

Contact relationships

See the people linked to a client (spouse, co-borrower, notary and more) and add them to a Space or a document request in a click.

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soon

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The assistants that write, edit and act for you.

WelcomeAI

Your in-app agent. Edits your website, drafts and sends document requests, creates CRM contacts and deals, links Spaces to deals.

yes

–

Soon

yes

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yes

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yes

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The assistants that write, edit and act for you.

Welters AI analyst

See all Welters features

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yes

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yes

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yes

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PDF Workbench

New

The secure PDF tool for client files.

Import and convert

Drop files or pull from the cloud. Images, email and Office documents become PDFs.

yes

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Soon

yes

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yes

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yes

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PDF Workbench

New

The secure PDF tool for client files.

Page editing

Rotate, crop, reorder, delete, extract, split, compress and more.

yes

–

Soon

yes

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yes

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yes

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Soon

PDF Workbench

New

The secure PDF tool for client files.

Redact for AI use

Personal data is detected and blacked out automatically, so a file can go to an AI tool or a third party without leaking who it belongs to.

yes

–

Soon

yes

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yes

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yes

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PDF Workbench

New

The secure PDF tool for client files.

Assemble one ordered package

Many documents in, one clean PDF out. Export the package or any single document.

yes

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Soon

yes

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yes

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yes

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PDF Workbench

New

The secure PDF tool for client files.

Assembly templates

Reuse a document order for a 40-file import in seconds.

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Soon

yes

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yes

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yes

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Soon

PDF Workbench

New

The secure PDF tool for client files.

Import files from a Space or a document request

Pull the documents a client already sent straight into the Workbench, no download and re-upload.

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Soon

yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Dossiers from PDFs, Excel and scans

Upload the files or import them from a Space. Scans are transcribed, with progress shown.

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Soon

yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Answers with clickable citations

Every figure in an answer links to the page it came from. Nothing is computed by the model itself; calculations are run and verified.

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Soon

yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Second-model cross-check

A second model verifies each answer before you see it.

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yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Specialized agents per mission

A catalogue of agents for audit, review and analysis missions.

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yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Your own reference standards

Load the standards and references your firm works with; agents answer against them.

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yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Identity masking

People, companies, SINs and addresses replaced by synthetic identities before analysis.

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yes

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yes

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yes

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Soon

Welters

The AI analyst, with receipts.

Human review mode

Validate each source, citation and calculation one by one, then approve the answer as human-verified.

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yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Word and Excel exports

Deliverables export only once the answer is verified.

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yes

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yes

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yes

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Welters

The AI analyst, with receipts.

Voice dictation, French and English

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yes

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yes

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yes

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Integrations

The tools you already use, connected.

Contacts

Search your Google or Microsoft contacts when adding people to a Space.

yes

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Soon

yes

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yes

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yes

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Soon

Integrations

The tools you already use, connected.

Calendar

Google Calendar, Microsoft Outlook or any external calendar, for online appointment booking.

yes

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yes

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yes

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yes

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Soon

Team

One brand, shared standards, every file visible.

Roles and permissions

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Soon

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Soon

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Soon

yes

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Team

One brand, shared standards, every file visible.

Individual client Spaces per member

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Soon

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Soon

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yes

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Team

One brand, shared standards, every file visible.

Shared request templates, locked by the admin

Members use the team template; only the admin edits it.

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Soon

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yes

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Team

One brand, shared standards, every file visible.

Team-wide document request view

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Soon

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yes

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Team

One brand, shared standards, every file visible.

Enforced branding and company name

Applies to the website and to client Spaces only.

–

Soon

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yes

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Security and support

How your data is kept, and who picks up.

SOC 2

yes

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yes

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yes

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yes

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Security and support

How your data is kept, and who picks up.

Encrypted, hosted in Canada

yes

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Soon

yes

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yes

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yes

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Security and support

How your data is kept, and who picks up.

Email and chat support

yes

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yes

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yes

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yes

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Security and support

How your data is kept, and who picks up.

Onboarding session

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yes

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yes

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yes

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Security and support

How your data is kept, and who picks up.

Dedicated account manager

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yes

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Not sure which plan fits?

Book a 20-minute demo. We look at how you work and tell you which plan makes sense.

Book a demo

Compare plans

Something else? Talk to us.

How does the free trial work?

Pro comes with a 30-day free trial, no credit card. You get the full Pro plan: Welters, client Spaces, smart document requests, the PDF Workbench. When it ends, pick a plan or your account becomes a free account: your Spaces are archived, nothing is deleted, and everything comes back the day you subscribe.

What does Welters actually do?

Welters reads the file (PDFs, Excel, scans) and runs the analysis for the mission you pick: audit, review, compilation, specific procedures. Every figure in an answer links to the page it came from, calculations are run and verified rather than guessed by the model, and a second model cross-checks each answer. Deliverables export to Word and Excel once you have signed off.

Can I trust Welters with client files and my own standards?

People, companies, SINs and addresses are replaced by synthetic identities before analysis. You load the reference standards your firm works with and Welters answers against them. Human review mode lets you validate each source, citation and calculation one by one before an answer is marked verified.

What is a Space, and how many document requests fit in one?

A Space is a private, branded portal for one client or one deal. Inside it you send as many document requests as the file needs: the first list, the missing pieces, the co-borrower, the collateral property. Your client sees everything in one place.

Do my clients need an account, or to pay anything?

Your clients never pay anything; the subscription is yours. To send documents they need no account either: a private link and a verification code, and they are done. To use the full Space (chat, video calls, shared files), they create a free account in two clicks from your invitation.

Can my team share one account?

Pro is one login. For a firm, Team gives each accountant their own login, Spaces and permissions, with shared request templates and a firm-wide view of every request. Talk to us for pricing.

Is my clients’ data secure?

Yes. Everything is hosted in Canada, encrypted in transit and at rest, and WelcomeSpaces is SOC 2 certified. Document analysis runs inside the platform on your account only. When a file has to go to an outside tool, the PDF Workbench blacks out personal data first.

What happens when I cancel?

Write to us from the app and we confirm within one business day. Your plan runs to the end of the period you already paid, then stops. Your domain is registered in your name and stays yours, and you can export your contacts and download your files before the account closes.