SentryFirm pricing

3 plans on the record

Every plan

Guided Setup

$250 a month

Starting at $1,000 setup

One intake workflow · custom questions · admin dashboard and staff access · document upload and upload-later links · hosting, maintenance, and routine support

Read 8 Oct 2026 · sentrypointsystems.com

Workflow Plus

$400 a month

Starting at $2,000 setup

Everything in Guided Setup · multiple workflow variations · more detailed configuration · additional staff onboarding · workflow refinement · priority support

Read 8 Oct 2026 · sentrypointsystems.com

Tailored SentryFirm Portal

$650 a month

Starting at $4,000+ setup

Everything in Workflow Plus · tailored dashboard or portal · deeper workflow customization · automation or integration planning

Read 8 Oct 2026 · sentrypointsystems.com