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The easiest way to
manage your accounting
firm: CPA practice
management software

MY CPA Dashboard is your go-to online CPA management software, navigating the
complexities of accounting paperwork and client requests. This CRM for CPAs and
Accountants streamlines accounting firm management, helping you achieve your
goals. It serves as a user-friendly, paperless portal connecting CPAs, Accountants
and bookkeepers, enhancing communication and satisfaction.

Standardized workflows and no hefty paperwork
so you can save
time and money

Our portal is the choice for CPAs, accountants, bookkeepers, tax professionals, and business executives to effortlessly communicate with clients. This CPA Practice Management Software strengthens the connection between clients and their CPAs, accountants, bookkeepers, and tax professionals, elevating overall communication and satisfaction.

Enrolled
Agents

Accountants

Bookkeepers

Certified Public
Accountants

Medium Business
CFO’s

Registered
Agents

Controllers

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A very unique and intrinsic CRM
for accountants to manage their
tasks related to information
technology

Shale tax Services

No one can wonder how tough the life of
Accountants is. After I bought MY CPA Dashboard, I feel a bit relaxed while carrying
out my workflow

Pryme Pay

First I bought a starter plan, after my clients were incremented, I directly bought an enterprise plan. Efficiency in accounting processess enticed me to spend more.

My Count Solutions

A very unique and intrinsic CRM for accountants to manage their tasks related to IT.

Three easy steps
to get you started

Sign up for My CPA Dashboard and
immediately start benefiting from the accounting portal. Getting started is a simple three-step process.

For Businesses of All Sizes

It really is that easy to get started. Sign up for My CPA Dashboard and start benefiting from this
innovative accounting portal.

$49

/Month
Sign Me Up

Starter

  • 25 Business Clients
  • Unlimited individual
    clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admin

$89

/Month
Sign Me Up

Small

  • 50 Business Clients
  • Unlimited individual
    clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admin

$239

/Month
Sign Me Up

Medium

  • 350 Business Clients
  • Unlimited individual
    clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admin

$499

/Month
Sign Me Up

Enterprise

  • 350+ Business Clients
  • Unlimited individual
    clients
  • Unlimited Storage
  • Unlimited Users
  • Unlimited Admin

Here we are working with you
towards your success

Ready To Get Started?

Open a free trial account and we’ll be in touch to get
you up and running.

Want To See It In Action?

Book a 15-minute demo and we’ll walk you through
how it works and benefits your practice.