Choose the plan that fits your business.
Starter
- 25 Business Clients
- Unlimited individual clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admins
Popular
Small
- 50 Business Clients
- Unlimited individual clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admins
Medium
- 350 Business clients
- Unlimited individual clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admins
Enterprise
- 350+ Business clients
- Unlimited individual clients
- Unlimited Storage
- Unlimited Users
- Unlimited Admins
Full feature breakdown
| Package | Starter | Small | Medium | Enterprise |
| Price | $49/mo | $89/mo | $239/mo | $499/mo |
| No. of Admins | Unlimited Admin | Unlimited Admins | Unlimited Admins | Unlimited Admins |
| Number of Business clients | 1-25 Clients | 26-50 Clients | 51-350 Clients | 350+ Clients |
| Number of individual Clients | Unlimited | Unlimited | Unlimited | Unlimited |
| Minimum Users | Unlimited Users | Unlimited Users | Unlimited Users | Unlimited 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 | • | • | • | • |
Not sure which plan is right for you?
Frequently Asked Questions
Security is our foremost priority. We provide our customers with the encryption keys. Our servers are immune from any sort of cyber-attacks.
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Yes, we provide short tutorials for our customers to get adapted to My CPA Dashboard.
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Then you can call our support team. They will help you to upgrade your package according to your business. 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.
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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.
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Yes, we provide 30 days free trial to our new users. You may cancel anytime during the trial period.