Plans

Trial

Full featured Trial, nothing cut. Try us out and then select a plan that suits your needs.

Basic

Our basic free plan. Just the basic core features. Perfect for light users.

Mini

Perfect when you just need a few Whistles per month.

Standard

Standard plan for most users. The best value.

Professional

Advanced features for the professional.

Team Edition

Team Collaboration Solution. Great for team based organizations that require an enhanced level of collaboration and Box level security and control.

Service Packages

So you're just too busy and don't have time to learn a new tool? You're not alone so let us help. Our JumpStart packages are designed to get you up to speed quickly so you can spend more time focusing on your business.

Using our best practice approach, a MyWhistleBox consultant will first analyze your unique workflow, and then configure your MyWhistleBox plan, so you get the greatest value out of your plan. This assures important features are setup correctly and accurately the first time, so you can hit the ground running and be productive the very first day. To get started, just select the package that is right for you.

JumpStart Pro

This package includes:

  • 12 months of Professional Plan Subscription*
  • Dedicated WhistleBox Consultant
  • Discovery and workflow process assessment
  • Online, hands on Product Training
  • WhistleBox setup and configuration
  • 12 months of Level 2 support
JumpStart Team

This package includes:

  • 12 months of Teams Plan Subscription (5 users)**
  • Dedicated WhistleBox Consultant
  • Discovery and workflow process assessment
  • Online, hands on Product Training
  • WhistleBox setup and configuration
  • Team and Team Member configuration
  • Configure Team Member permissions
  • 12 months of Level 2 support
The trial contains Professional features for 15 days then reverts to the Basic Plan thereafter.
This package includes the Professional plan for 1 year. At the end of the subscription period, the plan will renew at the prevailing Professional annual rate. Additional storage is extra.
This package includes the Teams Edition with 5 members for 1 year. Additional members and storage are extra. At the end of the 12 months, the plan will renew at the prevailing Teams monthly rate.
JumpStart packages contain a higher level of support (Level2) which provide both access to our front line support team as well as engineering.
Best practices are sets of methods and techniques that produce optimal results, increase efficiency and develop structured processes.

Plan Comparison

Features/Plans Basic Mini Standard Professional Teams
Doubly-Encrypted™ Secure Storage
Public Document Uploads/month 10 Unlimited Unlimited Unlimited Unlimited
Private Uploads Unlimited Unlimited Unlimited Unlimited Unlimited
Storage 100MB 500MB 1GB 2GB 5GB
WhistleBoxes 1 1 1 Unlimited Unlimited
Subfolders Unlimited Unlimited Unlimited Unlimited Unlimited
Document Retention Policy 6 Months Unlimited Unlimited Unlimited Unlimited
File/Document Notes
File Tagging and Sorting
File Upload Requests
Drag & Drop Uploads
Upload Confirmations
Download Requests
Send Documents to Other Users
Email & Text Notifications
Sender Logs
Request Logs
Free iOS/Android App
Email Support
Personal Electronic Signatures
Create Secure Personal Notes
Upgradeable Storage
Viewable Only files with expiration
Multi Document Sends
Multi Document Download Requests
Box Color Coding
Intelligent Invites
Auto Folder Creation
Advanced Upload Options
Electronic Signature Requests and Annotations
Electronic Signature Templates
PDF Editing
Image Scanify and PDF Conversion
Document Merge
WhistlePages
Professional Branding
Private Email Account Integration
HIPAA Eligible (BAA)
SEC+FINRA eligible
Team Administration
Box Level Permissions
Universal Audit Logs
Public Uploads are files that are uploaded via the home page Upload link or emailed upload Requests.
Private Uploads are files that are uploaded by you (or a team member) from within your account.
Sending involves transfering of files from account to account.
Maximum time a document can be stored before it is deleted.