Starter Plan

Everything You Need to

Run Your CPA and

Bookkeeping More

Efficiently

Designed for solo CPAs and independent accounting practitioners. Get automated client onboarding, follow-ups, and everyday administrative tasks into one organized system.

$147 $75 /month

$900 $750 /year

What's Included

CRM built for accounting clients

Client onboarding pipeline (4 stages, pre-built)

Engagement Letters + E-Sign

Smart lists (segment by entity type, service, deadline)

Automated Client Follow-Up sequences

Email marketing — up to 500 emails/month

Perfect For

Solo CPAs

Small Tax Practices with no admin staff

Independent bookkeepers

Practitioners who answer their own contact form

Payment
ItemQuantityPrice
Starter CPA Plan
$75 per month
1
$75.00
Order summary
ItemQuantityAmount
Starter CPA Plan1$ 75.00
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$0.00
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