PriceTrack
ProductsChangesBenchmarksComparePricing
Products/CRM/My CPA Dashboard

My CPA Dashboard

Automated

CPA and accounting practice management software for client management and document sharing.

Visit websitePricing page

Active plans

4

Total changes

5

Last change

Sep 3, 2026

Price trend

no history

What we know about My CPA Dashboard’s pricing

Moderately active

Changes in 12 months

5

Cadence

Every 12 days

Direction

Recently restructured

Category position

Middle of the pack for CRM (345 compared)

Current pricing

Starter

monthly
$49/mo

$49/Month

  • 25 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin
  • Secure file sharing
  • Branded client portal

Small

monthly
$89/mo

$89/Month

  • 50 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin

Medium

monthly
$239/mo

$239/Month

  • 350 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin

Enterprise

custom
$499

$499/Month

  • monthly$499/mo($499/Month)
  • 350+ Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin

Price history

Last 5 changes

DatePlanChangeOldNewΔ%
Sep 3, 2026Enterpriserestructure$499——
Jul 16, 2026Enterprisenew plan—$499—
Jul 16, 2026Mediumnew plan—$239—
Jul 16, 2026Smallnew plan—$89—
Jul 16, 2026Starternew plan—$49—

Similar to My CPA Dashboard.

No confirmed competitors yet. These are CRM products at a similar price, matched automatically — not verified alternatives.

Karbon

From $79/user/mo

Practice management software for accounting firms with workflow, email collaboration, and client management.

Senta

From £29/user/month

Cloud-based practice management software for accountants and bookkeepers with CRM, workflow, and client portal

Swiftdesign CRM

From $15/mo

CRM with flat-rate team buckets, client portals, document sharing, white-labeling, and custom domains. No per-seat licensing.

Nimbus Portals

From A$30.00/month

Cloud client portal and document management software with CRM/PM integrations.

Agency Handy

From $29/mo

Client management platform for agencies combining CRM, project management, invoicing, and client portals in one tool.

ChurnTrack

From $100/month up to 5,000 clients

Client churn risk tracking tool for agencies to flag at-risk recurring clients before they cancel.

PriceTrack

The source of truth for SaaS pricing. Historical data, instant alerts, a developer API.

Product

  • Browse
  • Compare
  • Trends
  • Pricing

Developers

  • API Docs
  • MCP server
  • Dashboard
  • Webhooks

Founders

  • Claim your product
  • Founder dashboard

Company

  • Changelog
  • About
  • Privacy
  • Terms
  • Refunds

© 2026 PriceTrack. All rights reserved.

support@pricetrack.dev