Get Started

Frequently Asked Questions

Everything you need to know about Tabsy

Last updated: June 2026

The Basics

Getting Started

Tabsy is an all-in-one client management platform for small service businesses, starting at $39/month. It brings CRM, estimates, contracts, projects, invoicing, and payments into one place — replacing several disconnected tools. Manage client relationships, create and send estimates, get contracts signed digitally, track projects, send invoices, and accept payments from one place. No more juggling multiple disconnected tools.
Most users are up and running within 15 minutes. Simply create your account, add your company details and logo, and you're ready to start adding clients and sending estimates. You can import existing client data from a CSV file to speed things up even more.
Not at all. Tabsy is designed for business owners, not IT professionals. If you can use email and basic office software, you can use Tabsy. Our interface is intuitive and we provide step-by-step guidance for every feature.
Yes — book a live demo and we'll walk you through Tabsy. When you're ready, sign up and you're up and running in minutes. Cancel anytime.
Costs

Pricing & Billing

Tabsy LPM has five tiers, and every feature is included at every tier: Starter (2 users) $70/month, Growth (5 users) $150/month, Team (10 users) $250/month, Pro (20 users) $400/month, and Scale (30 users) $600/month. Solo contractors can use Tabsy Express at $39/month. Annual plans save 20%. There are no feature tiers — everyone gets everything.
No hidden fees from Tabsy. The only additional costs are standard payment processing fees when you accept payments from clients (charged by Stripe or PayPal, typically 2.9% + $0.30 per transaction). E-signature providers like DocuSign may have their own fees depending on your plan with them.
Absolutely. Add users whenever you need them and your bill adjusts automatically. If you remove users, you'll see the savings reflected on your next billing cycle. There are no long-term contracts or commitments - you can cancel anytime.
Yes! Pay annually and save 20% compared to monthly billing. Annual billing is calculated based on your team size at the time of purchase. Contact us for custom quotes on larger teams.
Yes. Both Tabsy Express and Tabsy LPM come with a 14-day money-back guarantee, no questions asked. You can request a full refund yourself within 14 days of your first payment — no explanation required and no obligation. We'll never pressure you to stay.
Capabilities

Features & Functionality

Create professional estimates using our templates or build your own, then add line items, descriptions, quantities, and pricing and send them directly to clients via email. Clients can view, approve, or request changes online, and once approved you convert an estimate to an invoice with one click.
Tabsy integrates with leading e-signature providers like DocuSign and HelloSign, so you attach contracts to your estimates or send them separately, and clients receive an email, review the document, and sign electronically. You get notified instantly when contracts are signed, and both parties receive a copy.
Through our integrations with Stripe and PayPal, you can accept all major credit cards (Visa, Mastercard, American Express, Discover), debit cards, and ACH bank transfers, and clients can pay directly from their invoice with a single click. Funds are deposited to your bank account on your payment processor's schedule.
Yes. Set up an invoice once, choose the frequency (weekly, monthly, quarterly, etc.), and Tabsy automatically generates and sends invoices on schedule. You can also set up automatic payment collection if clients have a card on file. It's perfect for retainer clients or subscription services.
Each client engagement can have an associated project. Use visual boards to track progress, create tasks, set deadlines, and assign work to team members. Add milestones to break large projects into phases. Clients can optionally be given view access to see project progress.
Protection

Security & Privacy

Yes. We encrypt your data in transit with 256-bit TLS/SSL and at rest, host it on infrastructure from SOC 2-certified cloud providers with redundant backups, and never sell or share your data with third parties. Our infrastructure is monitored 24/7 for security threats.
Yes, your data is always yours. You can export clients, invoices, estimates, and other data at any time in standard formats (CSV, PDF). If you ever decide to leave Tabsy, you can take all your data with you.
We target 99.9% uptime. Our platform is built on redundant infrastructure across multiple availability zones. In the rare event of scheduled maintenance, we perform updates during off-peak hours and notify users in advance.
Help

Support & Training

We offer priority email support for all users, and most questions are answered within a few hours during business hours. You can also access our knowledge base with step-by-step guides, video tutorials, and best practices for getting the most out of Tabsy.
Yes. When you sign up, you'll receive a welcome email with quick-start guides, and for teams we offer optional onboarding calls where we walk you through setup, importing data, and configuring your workflow. Just reach out to support to schedule a session.
Yes. You can submit feature requests through our feedback portal, and we review all suggestions and prioritize based on customer demand. We love hearing from customers, and many of our best features came directly from user feedback.
Still have questions?

We're Here to Help

Our team is happy to answer any questions you have about Tabsy.

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