The easiest way to
manage your accounting
firm: CPA practice
management software
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
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
BENEFITS
Securely collect,
store, and share files
Simplify the process of bookkeeping by collecting files from clients, storing them securely, and sharing them with the right people.
A very unique and intrinsic CRM
for accountants to manage their
tasks related to information
technology
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
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.
01
Sign up for My CPA Dashboard.
You’ll receive a link to your own accounting firm portal upon signup. Direct the link to your website to get started with simple and secure client communication.
02
Add Clients
When you sign up with our accounting firm portal, you’ll create a profile and add your clients, their names and email addresses. You can use the CRM client portal to start communicating with clients.
03
Sync your Workflow
Sync your Workflow
My CPA Dashboard takes pride in being your resource for accessing the information that is most important to your practice.
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
clients
$89
/Month
Sign Me Up
Small
- 50 Business Clients
- Unlimited individual
clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admin
clients
$239
/Month
Sign Me Up
Medium
- 350 Business Clients
- Unlimited individual
clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admin
clients
$499
/Month
Sign Me Up
Enterprise
- 350+ Business Clients
- Unlimited individual
clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admin
clients
Here we are working with you
towards your success
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.