Pricing

Choose the plan that fits your business.

Starter

$ 49 / m
  • 25 Business Clients
  • Unlimited individual clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admins
Popular

Small

$ 89 / m
  • 50 Business Clients
  • Unlimited individual clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admins

Medium

$ 239 / m
  • 350 Business clients
  • Unlimited individual clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admins

Enterprise

$ 499 / m
  • 350+ Business clients
  • Unlimited individual clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admins

Full feature breakdown

PackageStarterSmallMediumEnterprise
Price$49/mo$89/mo$239/mo$499/mo
No. of AdminsUnlimited AdminUnlimited AdminsUnlimited AdminsUnlimited Admins
Number of Business clients1-25 Clients26-50 Clients51-350 Clients350+ Clients
Number of individual ClientsUnlimitedUnlimitedUnlimitedUnlimited
Minimum UsersUnlimited UsersUnlimited UsersUnlimited UsersUnlimited User
Key Features    
Secure File Sharing
Branded Client Portal
Online Document Storage
Phone and email support
e Signature Integration
Billing and Plans
Workflow
Email forms
Connected Bank Accounts
Automated monthly bank statements

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Frequently Asked Questions

Q: Do You provide Free Trial?

Ans: Yes, we provide 30 days free trial to our new users. You may cancel anytime during the trial period and your paid amount will be reversed.

Q: Can I change my Plan?

Ans: Yes! You can downgrade or upgrade your plan anytime. Our 24/7 data team will help you to adjust your client limits according to your data.

Q: What happens if my client limit gets reached?

Ans: Then you can call our support team. They will help you to upgrade you package according to your business. Our each and every package is meant to meet the needs of specific companies. Our team will help you to find a suitable package for you.

Q: Do you provide learning material for your new users?

Ans: Yes, we provide short tutorials for our customers to get adapted to My CPA Dashboard.

Q: Will my data be secured using my CPA Dashboard?

Ans: Security is our foremost priority. We provide our customers with encryption key. Our servers are immune from any sort of cyber-attacks.