Free
Full product until the business reaches the revenue or age gate.
Terms
Totter terms and price charter.
These terms describe Totter's subscription commitments. If a signed agreement or order form applies to your workspace, that agreement controls where it expressly conflicts with this page.
Last updated: July 29, 2026
1. Price Charter
Your signup price for a paid Totter tier is locked for that tier while your subscription remains active on that tier.
Totter may add new tiers, optional add-ons, pass-through provider fees, taxes, or attach rails such as payments, payroll, registered agent, and advisory services. Totter will not raise the base price of the paid tier an existing subscriber already holds.
If you move to another tier, cancel and later return, or buy an optional add-on, the price shown at that later signup or purchase applies to that tier or add-on.
2. Plan Terms
Solo
Every core workflow for one entity, plus a free advisor seat.
Core
Flat unlimited entities, users, and advisor seats.
Holdings
Assurance and consolidation features above Core.
Firms
Wholesale client pricing with firm branding and migration proof.
3. Free Gate
Free is available for up to 3 active entities until the earlier of $50,000.00 in trailing bank-feed revenue or 365 days after workspace creation. Passing the Free gate requires selecting a paid tier to continue using the hosted application, but Totter keeps full general ledger export available.
4. Data and Books
Your books remain separated by entity. Parent and child relationships model structure and rollups, but Totter does not merge ledgers across entities. Posted accounting entries are corrected by reversal rather than edited in place.
5. Advisory Limits
Totter surfaces records, reports, and prompts to consider reviewing with your CPA. Totter does not provide final tax, legal, investment, or accounting advice.
Questions about these terms?
Contact Totter