Find the perfect plan for your business.

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per month, billed yearly
Includes 5 Connections
+$10/month for each extra connection

Powerful archiving and audit reporting.

Email, Social Media & Website Archiving
CRM Integration*
Client Note Archiving
Automatic Client Profiles
Audit Report Generation
Document Management
SSL & Encryption at-rest
per month, billed yearly
Includes 7 Connections
+$10/month for each extra connection

Automatically monitor and flag your archives for approval or escalation.

Everything in Startup
Automatic Flagword Detection
Timestamp Your Supervision
Archive Multiple Email Accounts
Universal Search
Complaints Log
Priority Support
per month, billed yearly
Includes 25 Connections
+$10/month for each extra connection

Advanced control and customization.

Everything in Pro
Single Sign-On
Role Based Access Control
Customized Integrations
Custom Reporting & Analytics
Dedicated Account Manager

100% free to get started. No credit card required.

Included with every plan:

No long-term contracts.
Cancel at any time.

Free 1-on-1 live training.

Real human live chat and
phone support.

*Extra connections can be added to your account for $10/month.

Not ready for a free trial? Have questions?

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Get in touch at, or schedule a 15-minute live demo.

No commitment or credit card required.

“With everything in one location, I’m able to quickly find improper language and create audit trails.

Doing this manually, I’d have to first go audit one location, then the next, then another, and then create all the records, adding a lot of friction to my day.

It makes my world a whole lot easier knowing that I’m able to manage my compliance from one location and easily plug a new team member straight into ComplianceHero with the simple user interface.

It’s comforting to know that I have ComplianceHero doing all this heavy lifting for me.”


Chris Staples | CFP® | President of Wealth 360 Advisors.
Past Chair on the Board of Directors Financial Planning Association Georgia.

Here Are A Few FAQs We Get Asked

If you have any other questions ask us here!

I’m saving hours each month with this necessary piece of the puzzle taken care of. 

Now that all of my compliance tools are conveniently located in one place; I no longer have to jump between three different apps to manage my compliance responsibilities.

The intuitive user interface makes getting to what I need really easy. I’m able to get in and out quickly without spending 10 minutes trying work my way around a complex interface.

I now have peace of mind knowing that when my next audit comes, it’s simple and easy to pull up and export all the information I’ll need.

ComplianceHero allows me to focus on what I do best.”


Chuck Donalies | CFP® | Founder of Donalies Financial Planning

No commitment or credit card required. – All Rights Reserved – Copyright © 2018