Frequently asked questions

How PropFi is priced, what a seat and an engagement are, how billing and cancellation work, and what happens to your firm’s data.

Getting started

How do I sign up?
Access is invite-based. Request access from our inquiry form and we will get in touch to set your firm up on the tier that fits. Once you are on the platform, tier changes are self-serve in-app.
Is there a free trial?
No. PropFi is a paid subscription for your firm, and there is no free tier. Book demo to see it properly before you commit. The CSP Operations Audit is separate and open to anyone with no signup, if you want a read on where your firm stands first.
Do you help with onboarding?
Enterprise and Institutional include white-glove onboarding: 20 named engineering hours across your first 30 days, on a schedule and against written exit criteria. We run one onboarding at a time, scheduled in the order firms sign up, so we will tell you your start date when you join. All tiers have in-app guidance and support, and onboarding help can be quoted for any plan if you want it.

Seats & engagements

What’s a “seat”?
A seat is a login for a member of your firm. Your plan includes a set number of seats. Beyond those, extra seats are priced per seat, on the same monthly, quarterly or annual cycle as your subscription, and the current rates are on our pricing page. Your clients, as engagement counterparties, don’t consume seats.
What’s an “engagement”?
An engagement is a piece of client work with its own workspace. Every plan includes unlimited engagements.
Do my clients have to pay?
No. PropFi is free for your clients. They need no subscription of their own, they do not consume one of your seats, and there is nothing for them to buy. Your firm’s plan covers everyone you invite into an engagement.

Plans & pricing

What are the tiers?
Three. Professional and Enterprise are published plans with set prices, and you can move between them in-app. Institutional is priced by contract for firms whose scale or regulatory obligations put them past Enterprise, and it adds everything in Enterprise plus white-label at no separate charge, a dedicated account manager, a 4-hour target response, and contract terms we agree with you. All three include unlimited engagements.
Do you offer discounts for longer commitments?
Yes. 20% off annual and 15% off quarterly on Professional and Enterprise. Institutional bakes commitment into the contract.
What if I outgrow Professional?
Upgrade to Enterprise in-app via Stripe Checkout, self-serve. Enterprise includes 50 seats and all advanced features.

Billing & payment

Do you support payment in AED?
Yes. The primary currency is USD, with AED displayed at parity; Stripe handles FX at checkout.
Does PropFi charge VAT?
UAE 5% VAT is added at checkout for UAE-resident customers. You receive a tax invoice for every payment.
Will I get a compliant e-invoice?
Every payment comes with a VAT-compliant tax invoice. UAE structured e-invoicing (PINT AE, reported to the FTA via an accredited provider) is on our roadmap and rolls out in line with the FTA’s phased mandate.
Can I pay by bank transfer instead of card?
Yes. Bank transfer is available for any tier and cycle. It is typically used for high-ticket annual prepay, and you can request it for any plan.

Cancellation & refunds

How do I cancel?
Cancelling is self-serve, and it stops the next renewal rather than cutting you off. Every cycle works the same way: monthly, quarterly and annual subscriptions all run to the end of their own period, and you keep full access until that period ends. The governing terms are in our Terms of Service.
Can I get a refund?
Quarterly and annual prepay. A 30-day refund window: cancel within 30 days of the start of your prepaid term and you can request a refund of the unused time, pro-rated by default, with a full refund possible at our discretion. Monthly. No refund; cancel anytime and keep access to the end of the month. One-off and professional-services charges (setup, training, bespoke work) are non-refundable once rendered, except at our discretion. The full policy is set out in our Terms of Service.
How do I request a refund?
Refunds aren’t a self-serve button. Contact PropFi customer service, or your dedicated account manager if you are on Institutional, and our team will review and process it. Cancelling and refunding are separate steps, so cancel first if you haven’t.

Security & your data

Is my firm’s data isolated from other firms?
Yes. Every firm’s data is separated by per-tenant access control enforced in two independent layers: row-level security in the database, and authorization checks in the application. A firm cannot reach another firm’s records through the product or the API.
Do you support two-factor authentication?
Yes. 2FA is available for all user accounts.
Is my data encrypted?
Yes. Connections to PropFi are encrypted with HTTPS, and stored secrets such as CRM access tokens and payee bank details are encrypted with AES-256-GCM under a key derived per firm, so no two firms share a key. Processing and retention are set out in our Privacy Policy.
Can I rely on PropFi when my own regulator or auditor asks?
Every action in the platform is recorded to an append-only audit log, timestamped and attributable, and you can export it for your own file. We will provide a signed data processing agreement on request, and retention, processors and governing law are set out in our Privacy Policy. PropFi holds no money, executes no transactions, and does not stand between your firm and its regulator. What we do not have yet is a certification of our own. We are not SOC 2 or ISO 27001 certified, and we will not point at a supplier’s certificate as though it were ours. If a client security review needs more than the above, raise it before you sign and we will answer in writing.

Support

What support do I get?
All plans include email and in-app support. Enterprise adds priority support. Institutional adds a dedicated account manager, a named CSM, and a 4-hour target response during business hours.

White-label & custom domain

Can I use my own branding?
Yes. White-Label is a paid monthly add-on at any Professional+ tier, and included at Institutional with no add-on charge. The current rate is on our pricing page. It puts your logo and brand color, at a custom domain of your choosing, across the client-facing workspace and client emails.
Can my clients access the platform on my own domain?
Yes. Point a subdomain (e.g. app.yourfirm.com) at PropFi and verify it with a DNS record we provide. Your clients then use your branded URL, including a branded login page. Your main marketing website stays wherever it is already hosted, and we only serve the app on the subdomain.
Is the login page branded too?
On your verified custom domain, yes: your clients see your brand at login. On the shared PropFi domain, login stays PropFi-branded.

Referrals & partnerships

Do you have a referral program?
Yes. Anyone with a PropFi account can refer. When a firm you refer signs up via your link and stays a paying customer for 30 days, you earn in-platform credit, and the amount goes up with the tier the firm you referred buys. The current amounts are on our pricing page. The credit is yours permanently with no expiry, auto-applied to your invoices, or banked if you are not currently a paying customer.
What about larger or commercial partnerships?
Affiliate and commercial-partner arrangements are handled separately, with their own agreements. Contact us to discuss.