Fathom Portfolio is a new, cost-effective subscription designed for accounting firms that need oversight of an entire client base at a glance. It allows you to monitor, identify, and engage with clients more efficiently without requiring the full Fathom feature set for every company.

Fathom Pro (formerly just “Fathom”) remains the full-featured financial insights and analysis tool you know and love, providing deep reporting, forecasting, and performance tracking. Portfolio is built to complement Pro, making client management smarter, simpler, and scalable for accounting firms who could benefit from visibility over an entire client base.

Together, these subscription types form the full offering from Fathom.

Learn more about the difference here.

No. Fathom is a monthly pay as you go service with no contracts. If you decide to cancel, your subscription will not renew at the end of your monthly billing cycle.

Consolidated groups are free of charge and there is no limit on how many consolidated groups you can create.

At Fathom, security and data protection are top priorities. As such, Fathom Portfolio is built with enterprise-grade security measures to ensure your firm’s and your clients' data remain protected at all times.

With Fathom Portfolio, you get peace of mind knowing your data is protected with industry-leading security measures.