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SIMPLE PRICING FOR SMALL TEAMS

Three simple plans. Every plan includes 2 users.

One simple place to manage the people, tasks, appointments and payments that need your attention. Start with the 30-day free trial. No credit card required, no setup fees, no long-term contracts.

MorrisDesk plans

Choose the plan that fits your work.

Start with Core for people and work, add Payments & Billing to charge clients, or choose Complete for light bookkeeping. Additional users on any plan are $4.95 per month each.

1

Core · $9.95/month

One simple place to manage the people and work that need your attention.

  • Contacts, notes and full activity history
  • Tasks and follow-ups with recurrence
  • Appointments, including multi-day events
  • Reminders with snooze
  • My Day home screen
  • Search, printing and exports
  • 2 users included
30-day free trial · No credit card required · Cancel anytime
2

Payments & Billing · $19.95/month

Everything in Core, plus simple client payments.

  • Charge now, weekly, or monthly
  • Installment plans for larger amounts
  • Invoices and automatic receipts
  • Billing email templates
  • Billing reports with CSV export
  • Money goes to your own connected payment account
  • 2 users included
30-day free trial · No credit card required · Cancel anytime
3

Complete · $29.95/month

Everything in Payments & Billing, plus light bookkeeping.

  • Automatic income records from collected payments
  • Manual income and expense tracking
  • Receipt attachments for expenses
  • Simple profit and loss summary
  • Client balances
  • Accountant CSV export
  • 2 users included
30-day free trial · No credit card required · Cancel anytime

Additional users on any plan: $4.95/month per active user. Every plan includes 2 users.

MorrisDesk Complete is light bookkeeping. It is not a replacement for QuickBooks or full accounting software.

Client payments go directly to your own connected payment account (Stripe at launch). MorrisDesk never holds your money and never sees your clients' card numbers.

Questions

Pricing questions, answered plainly.

What does the 30-day free trial include?

The trial includes the full MorrisDesk feature set for 30 days. No credit card is required to start, and you are not charged during the trial. When the trial ends, you choose the plan that fits: Core at $9.95 per month, Payments & Billing at $19.95 per month, or Complete at $29.95 per month.

How do additional users work?

Every plan includes 2 users. Each additional active user is $4.95 per month, on any plan. There are no long-term contracts, and you can cancel anytime subject to the Terms.

Can I change plans later?

Yes. You can move between Core, Payments & Billing, and Complete from your workspace plan settings, and your data stays exactly as it is.

Do I need my own payment account to charge clients?

Yes. With Payments & Billing or Complete, you connect your own payment account (Stripe at launch) and client payments go directly to you. MorrisDesk charges your subscription, and never holds or touches your clients' money.

Is Complete a replacement for QuickBooks or accounting software?

No. Complete is light bookkeeping: automatic income records from collected payments, manual income and expense entries, receipt attachments, a simple profit and loss summary, client balances, and an accountant CSV export. It is not full accounting software, and we do not claim it replaces one.

How does cancellation work?

You can cancel at any time directly within your workspace settings. Your account remains active through the end of your current paid billing period. We do not charge cancellation fees. Please consult our Refund and Cancellation Policy for details.

Is there a permanent free plan?

There is no permanent free business plan. Every workspace starts with the 30-day free trial with no credit card required. MorrisDesk Family, our private household workspace, has its own plans that will be published as part of the Family rollout.

Does MorrisDesk include cloud document storage?

No. MorrisDesk does not currently include general document storage in any plan. Your application data such as contacts, tasks, appointments, notes, charges and records is stored securely so the product works. You can download or export your supported data anytime.

Ready to know what needs your attention?

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