Clear answers to common questions about Efficio Client Hub, pricing, and how it fits into your workflow.
Efficio Client Hub is a calm, modern workspace designed to help independent professionals and small practices manage clients, notes, services, and billing in one place — without unnecessary complexity.
Efficio is built for independent practitioners, small clinics, and client-based professionals who value clarity, structure, and control over their work. It is not designed for large franchise-style organizations with complex enterprise needs.
Yes. The Free plan is intentionally designed to be genuinely useful, not a trial disguised as a product. You can manage clients, create invoices, and experience the core workflow without pressure to upgrade.
You can upgrade at any time. Your data stays exactly where it is, and new limits or features unlock instantly depending on the plan you choose.
No. Efficio does not charge per therapist or per seat. All plans support up to 10 practitioners under one workspace, making pricing predictable as your practice grows.
The Pro plan is $15 per month, billed yearly ($180 total). We show the monthly equivalent to make pricing easier to understand, but billing occurs once per year.
Early Adopter access is a one-time, discounted 3 year plan for early supporters. It includes long-term access and priority consideration as new features are introduced.
The Lifetime plan is a limited-seat, one-time purchase that includes access to all current features and all future feature releases. It is designed for professionals who want long-term stability without recurring fees.
Yes. Efficio is built with modern security best practices, including secure authentication and structured data access. Your data is private and never shared or sold.
Not yet. Efficio currently focuses on client management, notes, services, billing, and insights. Scheduling and deeper automation features are planned for future releases.
Yes. You can change or cancel paid plans at any time. Lifetime and Early Adopter plans remain active indefinitely once purchased.
Start free or explore plans designed for growing practices.
Reach out anytime — we’re happy to help.