My cpa dashboard Pricing Score & Analysis
Accounting Software
Pricing score
My CPA Dashboard is an online platform for accounting firms to manage client collaboration, document sharing, and task tracking through centralized dashboards.
Main features:
- Accounts payable management
- Bank reconciliation
- Budgeting and forecasting
- Financial reporting
- Tax management and compliance
My cpa dashboard up to 25% off
Unlock special pricing on My cpa dashboard with Spendbase
My cpa dashboard up to 25% off
Unlock special pricing on My cpa dashboard with Spendbase
INSIGHTS
Plan highlights
Starter (Up to 25 Business Clients)
Our internal data shows that this tier fits solo CPAs and very small firms centralizing document sharing and client messaging. Includes secure client portal, basic task tracking, e-signatures, and unlimited users, admins, individual clients, and storage.
Small Firm (Up to 50 Business Clients)
Our internal data shows that small CPA and bookkeeping teams use this tier to standardize workflows across a growing client base. Includes all Starter features plus expanded task management and document automation for multi-preparer teams.
Medium Firm (Up to 350 Business Clients)
Our internal data shows that mid-sized practices adopt this tier when scaling to hundreds of business clients. Includes full client portal, workflow and task queues, document storage, e-signatures, billing support, and priority configuration assistance.
Enterprise (350+ Business Clients)
Our internal data shows that larger multi-location CPA firms choose this tier for high-volume, paperless operations. Includes all features, unlimited users and storage, advanced workflow controls, dedicated onboarding guidance, and support for complex client structures.
INSIGHTS
How much does My cpa dashboard typically cost?
These are the publicly listed prices — our deals are even better
 |
Starter
For solo accountants and very small firms testing the platform |
Professional
For small to mid-size CPA firms standardizing client workflows |
Business+
For growing multi-partner firms needing advanced controls and support |
Enterprise
Custom solutions for large, multi-office CPA and advisory firms |
|---|---|---|---|---|
|
Monthly cost
Per User |
$15
|
$25
|
$40
|
Custom pricing
|
|
Monthly cost
Total (50 users) |
$750
|
$1,250
|
$2,000
|
Custom pricing
|
|
Annual cost
Per User |
$150
|
$250
|
$400
|
Custom pricing
|
|
Annual cost
Total (50 users) |
$7,500
|
$12,500
|
$20,000
|
Custom pricing
|
Spendbase price
|
$5,625
25% off |
$9,375
25% off |
$15,000
25% off |
Custom pricing
|
Calculated based on data for a company of 50 people - for individual calculations
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SaaS SAVINGS AND WINS
Our customers save up to 39% on software - you can too
We saved over $500k and got SaaS visibility
Global IT Manager
Spendbase has been a game-changer for us. Their platform helps tech companies like ours to slash SaaS and cloud bills by up to 35%
Chief of Stuff, BRIDGE IN
I had no idea you can get huge discounts for most SaaS subscriptions
CEO and Co-founder, Sellestial
They worked exactly like we do—efficiently and professionally. They completely offloaded the hard work from our shoulders
Operations Director, WithU
With Spendbase.co, we locked in 10–15% savings on several of our main SaaS tools. If SaaS spend is a major cost for you, they’re a strong partner.
VP of Operations at Seven Peaks
We saved over $500k and got SaaS visibility
Global IT Manager
Spendbase has been a game-changer for us. Their platform helps tech companies like ours to slash SaaS and cloud bills by up to 35%
Chief of Stuff, BRIDGE IN
I had no idea you can get huge discounts for most SaaS subscriptions
CEO and Co-founder, Sellestial
They worked exactly like we do—efficiently and professionally. They completely offloaded the hard work from our shoulders
Operations Director, WithU
With Spendbase.co, we locked in 10–15% savings on several of our main SaaS tools. If SaaS spend is a major cost for you, they’re a strong partner.
VP of Operations at Seven Peaks
Features & Benefits with Discount Lens
See what you get — for less
Detailed feature comparison table with tier benefits Text here for the second row
Centralized client collaboration workspace
My CPA Dashboard provides a single online hub where accounting firms interact with clients, exchange messages, and manage requests. Centralizing communication around one portal reduces the back-and-forth across email and spreadsheets and gives both sides real-time visibility into what’s pending and what’s completed.
Discount impact
Firms gain tighter control over client workflows, reduce miscommunication, and speed up response times, which translates into smoother engagements, higher client satisfaction, and more predictable delivery timelines for recurring accounting and tax work.
Secure document sharing and storage
The platform supports secure upload, sharing, and organization of tax and accounting documents within each client’s dashboard. This eliminates scattered file versions and insecure transfer methods, while keeping all year-end files, receipts, and workpapers easily accessible to both staff and clients when needed.
Discount impact
By consolidating sensitive documents in one controlled environment, firms lower compliance risk, save time searching for files, and shorten preparation cycles, allowing staff to focus on higher-value advisory and tax planning work.
Task assignment and workflow tracking
My CPA Dashboard lets firms assign tasks to team members and clients directly from the portal, with clear due dates and statuses. This creates an actionable to‑do list for each engagement and makes it easy to see which items are blocking completion of tax returns or monthly closes.
Discount impact
Structured task management reduces bottlenecks and missed deadlines, improving on‑time filing rates and staff utilization. Managers gain real-time insight into workload, enabling better planning and fewer last‑minute fire drills during busy season.
Integrated financial reporting capabilities
The system includes financial reporting tools that compile and present key performance data drawn from underlying accounting records. CPAs can quickly generate standardized financial statements and summaries tailored to each client, without constantly exporting to external reporting tools or spreadsheets.
Discount impact
Automated financial reporting cuts manual report preparation time and improves accuracy, enabling firms to deliver insights faster and offer more proactive advisory services, which helps strengthen client relationships and create upsell opportunities.
Built-in tax management and compliance support
My CPA Dashboard supports tax management by organizing tax-related data, documents, and workflows in one place. Firms can better track obligations, maintain compliance evidence, and streamline the preparation process for returns, extensions, and tax planning engagements across multiple clients.
Discount impact
More organized tax workflows reduce error risk, rework, and penalty exposure for clients. Firms gain efficiency and confidence during peak tax periods, making it easier to scale their book of business without proportionally increasing headcount.
