Choose the PartnerTrac plan that fits your organization, with room to expand as your partner records and administrative needs grow.
One annual investment.
Your organization receives year-round access to the PartnerTrac tools included with your plan.
Simple Plans. Room to Grow.
Every paid PartnerTrac plan includes the core tools needed to manage
partners, contributions, imports, statements, and everyday records.
Up to 250 active partner records
Annual PartnerTrac access
A practical starting point for organizations that need clear and
dependable contribution records.
Up to 1,000 active partner records
Annual PartnerTrac access
Designed for growing organizations that need additional capacity
and more administrative users.
Up to 5,000 active partner records
Annual PartnerTrac access
Greater capacity for larger organizations managing a more
substantial partner and contribution history.
Higher-volume or nonstandard requirements
Contact PartnerTrac
For organizations whose capacity, user requirements, or other
needs fall outside the standard PartnerTrac annual plans.
Start Where You Are. Grow When You Need To.
Essential
Up to 2 authorized users
Professional
Up to 5 authorized users
PartnerTrac Plus
Up to 10 authorized users
Enterprise / Custom
Custom organizational needs
Prefer a little help getting your PartnerTrac organization
established? Our optional Assisted Setup service provides
personal assistance with your initial setup, contribution
data preparation, first supported import, and administrator
orientation.
Optional assistance.
Want Help Getting Started?
Not required to use PartnerTrac.
Every paid PartnerTrac plan includes the core tools needed
to manage partners, record and import contributions, prepare
statements, review reports, export information, and maintain
secure organization access.
Core Features Come Standard.
Choose the annual plan that fits your organization,
complete your purchase, and use PartnerTrac throughout
the year to maintain your records.
Select the plan that matches the number of partner records
and authorized users your organization needs.
Continue to secure Square checkout to complete
your annual purchase.
Your organization is established so you can begin managing
partners, contributions, records, and statements.
One Annual Investment. Year-Round Access.
Choose Your Plan
Complete Secure Checkout
Get Started With PartnerTrac
A few helpful answers about PartnerTrac plans, annual access,
payments, and getting started.
No. PartnerTrac does not require an application fee or mandatory
setup fee. If optional assisted setup services are offered, they
will be clearly identified separately.
PartnerTrac is offered as an annual organizational service.
Your annual purchase provides access to PartnerTrac for the
applicable plan year.
Select the PartnerTrac plan that fits your organization and use
the corresponding purchase button. You will be directed to
secure Square checkout to complete your annual purchase.
You can move to a larger PartnerTrac plan as your organization
grows and requires additional partner-record or user capacity.
No. Every paid plan includes the core PartnerTrac experience.
The primary differences between plans are partner-record capacity
and the number of authorized users.
No. PartnerTrac does not charge a separate fee each time you
record a contribution in the system.
No. PartnerTrac is a contribution-management and recordkeeping
platform. Your organization can continue receiving contributions
through services such as Square, PayPal, other providers, or
manual methods, and organize those records in PartnerTrac.
Contact PartnerTrac about an Enterprise plan. Enterprise is
intended for organizations with higher record capacity or
custom user requirements.
Frequently Asked Questions
Is there an application or setup fee?
How is PartnerTrac billed?
How do I purchase a PartnerTrac plan?
What happens if my organization outgrows its plan?
Does Essential remove important PartnerTrac features?
Does PartnerTrac charge per contribution?
Does PartnerTrac process my organization's contributions?
What if I need more than 5,000 active partner records?
Get year-round access to the tools your organization needs to manage
partner records, track contributions, organize giving information,
and prepare statements.
Not sure which plan fits your organization?
Contact PartnerTrac
for assistance.
Choose the PartnerTrac Plan That Fits Your Organization.