After 18 years of keeping our new member pricing unchanged, we're updating our rates effective January 1, 2027.
Here are answers to commonly asked questions about this change.
Over the past several years, we have continued investing in DocuBank, including launching a completely redesigned website, adding new benefits for firms, expanding value for clients, and developing new features such as our upcoming mobile app. The pricing update will help us continue these investments while maintaining the personal, professional service our partners and their clients have come to expect.
The new rates take effect January 1, 2027 and will apply automatically to new client memberships submitted on or after that date.
No, your existing clients renewal rates are not changing as part of this pricing update.
Yes, these new rates apply to all DocuBank memberships, including Minors Matter (minors), College Program (young adults) and SNAP (special needs).
New client memberships submitted on or before December 31, 2026 will be charged at your current rate, even if they are processed after December 31, 2026. The new rates apply to memberships submitted on or after January 1, 2027.
Pricing Update FAQ
About the Pricing Update
About the Volume Discount Program
You will receive an email at the end of each quarter if you enrolled enough clients to earn qualify for the volume discount program. The email will be sent to the email address used to log in to your firm's Partner Account online.
No. The free memberships will be applied to the first clients that you enroll after earning them.
The free memberships will be the same length that you typically enroll clients. For example, if you typically enroll clients for one year, then the free memberships will be for one year.
No, the free memberships can only be used to enroll clients and have no cash value.
No, the free memberships do not expire. However, they will be automatically applied to the next client(s) that you enroll.
Managing the Change
Payments and Renewals
No, you cannot prepay for 2027 clients at your current rate.
Yes! The New Provider Special memberships will continue to be automatically applied as you enroll your clients. Once you redeem all ten memberships, you will begin to be charged the discounted rate.
This change will affect the price that you pay to add a new client to your program. But it will not change the price you pay to renew a client's membership.