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Products/CRM/My CPA Dashboard

My CPA Dashboard

Automated

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

Visit websitePricing page

My CPA Dashboard has 4 plans: paid plans from $49/month. We have not recorded a price change.

My CPA Dashboard plans and prices

Starter

monthly
$49/mo
  • 25 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin
  • Secure file sharing
  • Branded client portal

Small

monthly
$89/mo
  • 50 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin

Medium

monthly
$239/mo
  • 350 Business Clients
  • Unlimited individual clients
  • Unlimited storage
  • Unlimited users
  • Unlimited admin

Enterprise

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

Price history

Last 1 recorded changes

DatePlanChangeOldNewΔ%
Sep 3, 2026EnterpriseReclassified$499——

Other CRM products

No confirmed alternatives yet.

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