Can I change plans at any time?

Yes, you can upgrade or downgrade your plan at any time. Changes will take effect immediately, and we'll prorate your billing for the current billing period.

What payment methods do you accept?

We accept all major credit cards (Visa, MasterCard, American Express) and bank transfers for annual plans. Payments are processed securely through Stripe.

How do I get started?

Simply choose the plan that fits your needs and subscribe. Our onboarding team will guide you through the setup process to ensure you get the most out of Tchat N Sign from day one.

What happens if I exceed my signature limit?

If you reach your signature limit, you can purchase additional envelopes or upgrade to a higher plan. We'll notify you when you're approaching your limit so you can plan accordingly.

Are all compliance certifications included?

Yes, all our plans include our core compliance certifications including SOC 2 Type II, ISO 27001, and ISO 27701. Industry-specific certifications may be available in higher-tier plans.

Pricing Plans for Financial Advisors & Firms

Simple,Transparent

Pricing

Choose the perfect plan for your business. All plans include our core security features and compliance certifications.

Lite Plan

Essential features to get started

Free*

*Talk to your broker or MGA to get your free access

Secure chat with your customers
Secure document sharing
TnS AATL Signature (unlimited)

Standard Plan

Improved communication and contact management

$85/mo

Everything from the Lite Plan plus
Facebook Messenger integration
Two-way SMS messaging
Internal communications
Contact management
Equisoft/connect integration
SharePoint Integration
Secure sharing of U/D documents
Additional integrations included
1 user license included
1 telephone line (DID) included
Additional licenses: $25/mo

Popular

Pro Plan

Advanced signatures and AI support

$125/mo

Everything from the Standard Plan plus
Additional integrations included
TnS AATL Signature (unlimited)
OneSpan Digital Signature (80 envelopes included)
Additional licenses: $25/mo

Enterprise Plan

Complete solution for MGAs, Brokers and Insurers

Customized features to suit your needs
Distributor management module
Multi-level management (MGA / Brokers / Advisors)
Operations Module (Fundserv processing, back-office, NIGO)

Estimate the monthly cost based on your team and needs.

Ready to take your firm to the next level?

Just three steps!

$500Installation + 2h training

Book your slot

Click the button below to access our calendar. Choose the date and time that works best for your team. The $500 payment is made directly when booking.

Installation & training

Our technical team connects with you for 2 hours to install and configure Tchat N Sign to your needs, then train your team on how to use the full platform.

Ongoing support

After installation, our team stays available to support you and answer your questions. We make sure you get the most out of Tchat N Sign every day.

Book my installation

Frequently Asked Questions

Find answers to the most common questions about our plans and pricing.