Elephant Discount - Up to 35% off
Elephant is a secure cloud based software solution for Small to Medium Size accounting firms.
Get discountWhat is Elephant?
Elephant is a cloud-based software designed for small to medium-sized accounting firms, developed by CPAs to enhance productivity and client satisfaction. Its key features include a client portal for secure document sharing, document management for centralized storage, client management to oversee contact details and communications, task management for tracking activities, workflow management to streamline repetitive tasks, and billing and invoicing capabilities. These tools collectively aim to streamline operations and improve efficiency within accounting practices.
- Cloud-based practice management for accounting firms
- Intuitive, user-friendly navigation and interface
- Responsive same-day support from CPA team
- Dashboard overview that saves accountants time
- Integrated features including e-sign and invoicing
- Workflow tools with customizable task templates
Eligibility
Number of Seats/Users: Elephant offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.
Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Elephant that the company is serious and willing to invest in the platform long-term.
No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Elephant. Elephant reserves discounts for new customers or those not currently under promotional pricing.
Volume or Usage Commitment: Elephant offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.
Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Elephant. Such companies are often in a position to negotiate for better pricing.
Early Renewal or Prepayment: Elephant often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.
Elephant - Up to 35% off
Reviews
Here at Spendbase our internal data shows that Elephant is landing very well with Small and Medium accounting firms, especially on usability and support, with a few clear areas where expectations are growing.
Key positive insights from Spendbase clients:
- Ease of use & adoption
- Consistently described as “easy to use,” “intuitive,” and “uncomplicated”
- New staff in firms tend to onboard quickly with minimal training time
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Clean dashboard that makes day-to-day work straightforward
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Productivity & visibility
- Dashboard and navigation help partners and managers see:
- Work status across clients
- Priorities and deadlines
- Overall firm workload
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Reported time savings from having key workflows centralized
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Support & responsiveness
- Support team often resolves issues the same day
- Clients feel that feedback actually drives product updates
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High satisfaction with the “built by CPAs for CPAs” approach
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Feature set
- Strong appreciation for:
- Client management in one place
- Integrated workflows for accounting and tax work
- Clear UI for tracking tasks and client communication
Main friction points our clients flag:
- E-signature
- Functionality exists but was harder to use during busy tax season
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Expectation that it will be more seamless and robust next year
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Feature flexibility
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Not all firms need the invoicing integration; ability to toggle features off would help optimize workflows and licenses
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Templates & standardization
- Clear demand for premade task templates for common accounting and tax engagements
- This would reduce setup time and help standardize processes across teams
From a Spendbase perspective, Elephant is delivering strong value on usability and support, with high satisfaction on core workflows. The biggest gains going forward will come from smoothing out e-sign, adding ready-to-use templates, and giving firms more control over which modules are active, so they only pay for and use what truly drives productivity.
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FAQ
1. What is the online discount?
Save 4% by starting your quote online; discount applies even if you finish by phone.
2. How does the e-signature discount work?
Provide your email and authorize e-signatures to save 20% on your policy.
3. Can I get a discount for paying in full?
Yes, paying your premium upfront can save you between 8-17%.
4. What is the multi-policy discount?
Bundle auto with home, renters, or life insurance to save up to 12%.
5. Do you offer a good student discount?
Unmarried, full-time students under 25 with a 3.0 GPA or higher can qualify.
6. Is there a discount for students away at school?
Yes, if the student is 22 or younger, lives over 100 miles away, and lacks regular vehicle access.
7. What is the early bird discount?
Switch to Elephant at least five days before your current policy expires to save up to 10%.
8. How do I qualify for the paperless discount?
Agree to receive documents via email to save 3% on your policy.
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