Professional Plan
Built for Growing CPA Firms
For firms with 2–8 staff. ArcaDesk requests, reminds, and tracks every missing client document by email and text — so February stops eating your team
$247 /month
Risk free: 30-day money-back guarantee. If it doesn't save your team time in the first month, we refund it.
What's Included
Everything in Starter, plus:
Document Collection Automation — auto-request, remind, and track missing docs until they arrive (keep this first — it is the reason people buy)
Two-way SMS with clients
Client portal for secure uploads
Engagement letter + e-signature
Unified inbox — email, SMS, and portal messages in one view
AI voice/text agents (up to 3) — answer and route after-hours inquiries
500 AI minutes/month
Up to 3 business phone numbers
Review request automation (Google reviews on file delivery)
Up to 5 users
Why Choose Professional?
A typical small firm spends 8–12 days per return cycle waiting on client documents, with staff sending the same reminder three times. Professional sends those reminders automatically — email first, text second — and shows you one list of what's still missing across every client.
Perfect For
Firms with 2–8 staff
Practices that lose days every season chasing documents
Firms where the owner still answers the contact form
Teams adding their first admin hire
Complete the onboarding form to get started.