Citadel ExchangePricing
Securely Manage & Exchange Sensitive Client Information
Simple, transparent pricing that grows with your business. Start free, upgrade when your team or client portfolio expands.
Starter
Perfect for evaluating Citadel Exchange or managing a small client portfolio.
Includes
- 1 User
- Up to 3 Managed Clients
- 1 GB Secure Storage
- Unlimited Secure Exchange
- Secure Client Portal
- Secure Document Sharing
- Document Requests
- Multi-Factor Authentication (MFA)
- 30-Day Audit History
- Community Support
Professional
For independent professionals who manage client information securely.
Everything in Starter, plus
- Unlimited Managed Clients
- 100 GB Secure Storage
- 1-Year Audit History
- Standard Support
Team
Designed for small firms and agencies that collaborate securely.
Everything in Professional, plus
- Up to 5 Users
- 500 GB Secure Storage
- Team Collaboration
- Role-Based Access Control
- Approval Workflows
- Custom Branding
- Priority Support
Business
Built for growing organizations requiring governance, compliance and integrations.
Everything in Team, plus
- Up to 20 Users
- 2 TB Secure Storage
- API Access
- Single Sign-On (SSO)
- Compliance Reporting
- Premium Support
Enterprise
For organizations requiring advanced security, compliance and dedicated infrastructure.
Includes
- Unlimited Users
- Custom Storage
- Dedicated Environment
- Enterprise SSO
- SCIM User Provisioning
- Customer Managed Encryption Keys
- Advanced Compliance Controls
- Dedicated Customer Success Manager
- 24×7 Priority Support
- Enterprise SLA
Compare Plans
| Feature | Starter | Professional | Team | Business | Enterprise |
|---|---|---|---|---|---|
| Monthly Price | Free | US$8 | US$15 | US$39 | Contact Sales |
| Included Users | 1 | 1 | Up to 5 | Up to 20 | Unlimited |
| Managed Clients | Up to 3 | Unlimited | Unlimited | Unlimited | Unlimited |
| Secure Storage | 1 GB | 100 GB | 500 GB | 2 TB | Custom |
| Secure Exchange | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Secure Client Portal | ✓ | ✓ | ✓ | ✓ | ✓ |
| Secure Document Sharing | ✓ | ✓ | ✓ | ✓ | ✓ |
| Document Requests | ✓ | ✓ | ✓ | ✓ | ✓ |
| Multi-Factor Authentication | ✓ | ✓ | ✓ | ✓ | ✓ |
| Audit History | 30 Days | 1 Year | 3 Years | 7 Years | Configurable |
| Team Collaboration | — | — | ✓ | ✓ | ✓ |
| Role-Based Access Control | — | — | ✓ | ✓ | ✓ |
| Approval Workflows | — | — | ✓ | ✓ | ✓ |
| Custom Branding | — | — | ✓ | ✓ | ✓ |
| API Access | — | — | — | ✓ | ✓ |
| Single Sign-On (SSO) | — | — | — | ✓ | ✓ |
| Compliance Reporting | — | — | — | ✓ | ✓ |
| Support | Community | Standard | Priority | Premium | Dedicated |
Optional Add-ons
Enhance your subscription with optional capabilities tailored to your organization's needs.
Storage
- Additional 100 GB Secure StorageUS$5 monthly
- Additional 1 TB Secure StorageUS$15 monthly
Branding
- Custom Branding (Professional only)US$10 monthly
AI Features
Coming Soon- AI Document ClassificationUS$5 monthly
- AI Document RedactionUS$8 monthly
- Workflow AutomationUS$10 monthly
Data Retention
- Long-Term ArchiveUS$0.02 / GB monthly
Why Choose Citadel Exchange?
Enterprise Security from Day One
- Enterprise-grade encryption
- Encryption in transit and at rest
- Multi-Factor Authentication included
- Comprehensive audit trails
- Fine-grained access controls
- Secure client collaboration
- Trusted cloud infrastructure
Frequently Asked Questions
Is the Starter plan really free?+
Yes. The Starter plan is free forever and includes everything you need to securely manage up to 3 managed clients.
Do I need a credit card for the trial?+
No. Professional, Team, and Business include a 15-day free trial with no credit card required.
Can I upgrade at any time?+
Yes. As your business grows, you can upgrade your subscription at any time without losing your data.
What happens if I need more users?+
Each plan is designed for a specific stage of business growth. Simply upgrade to the next plan when your organization expands.
Is my information encrypted?+
Yes. Every Citadel Exchange subscription includes enterprise-grade encryption, secure authentication, and audit logging.
Do you offer annual billing?+
Yes. Annual subscriptions receive approximately 17% savings (equivalent to two months free).