Choose the Plan that fits
your business
your business
My CPA Dashboard is a CPA software for accountants. Your lifeline in a sea of
accounting paperwork and client requests.
For Businesses of All Sizes
$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
Full Feature Breakdown
Package
- Price
- Unlimited Admins
- Business Clients
- Unlimited Individual Clients
- Unlimited Users
Key Features
- Secure File Sharing
- Branded Client Portal
- Online Document Storage
- Phone Support
- Email Support
- E Signature Integration
Billing and Plans
- Workflow
- Email forms
- Connected Bank Accounts
- Automated monthly bank statements
Starter
-
$49/mo
- 1-25
Starter
Starter
Small
-
$49/mo
- 25-56
Enterprise
Starter
Medium
-
$49/mo
- 25-56
Medium
Starter
Enterprise
-
$49/mo
- 25-56
Small
Starter
FAQs - Frequently Asked
Questions
Questions
Security is our foremost priority. We provide our customers with the encryption keys. Our servers are immune from any sort of cyber-attacks.
Yes, we provide short tutorials for our customers to get adapted to My CPA Dashboard.
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.
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.
Yes, we provide 30 days free trial to our new users. You may cancel anytime during the trial period.
An individual accountant can display their role skills, better evaluate the financial performance, plan and control the work tasks with the help of My CPA Dashboard. This accounting software is designed to facilitate the accountants whether they work for firms or are single practitioners, either way, it’s useful to identify, measure and communicate the financial information.
If you are running a large business, then My CPA Dashboard offers to facilitate the financial processes with an easy-to-navigate dashboard for the accountants and bookkeepers. The use of accounting software helps to budget and plan, record transactions, manage the cash flows and etc to promote the business growth without any trouble.
Not sure which plan is
right for you?
right for you?
Open a free trial account and we’ll be in touch to get you up and running. Simplify the process of bookkeeping by collecting files from clients, storing them securely, and sharing them.
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.
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.