# My CPA Dashboard Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about My CPA Dashboard Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/177986/My-CPA-Dashboard

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# 

 My CPA Dashboard Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

My CPA Dashboard

## What is My CPA Dashboard?

Online solution that helps accounting firms interact with clients, share documents, and assign tasks through centralized dashboards.

## What is My CPA Dashboard used for?

[Accounting](https://www.capterra.com/accounting-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$49

Flat Rate, Per Month

Free trial  
available

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Our "Best of" badge program showcases products with the highest ratings...

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Do you work for My CPA Dashboard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mycpadashboard.com&name=My CPA Dashboard)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### My CPA Dashboard

5.0 (1)

VS.

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$49

Flat Rate, Per Month

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.4 (7,619)

Value For Money

5.0 (1)

Value For Money

4.2 (6,535)

Customer Service

5.0 (1)

Customer Service

4.0 (6,240)

## My CPA Dashboard alternatives

Highest Rated

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting price

$800.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

Starting price

$21.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounts Payable

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track money owed to a company's creditors/suppliers

Bank Reconciliation

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Compare and match accounting/financial records with corresponding bank statements

Budgeting/Forecasting

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Financial Reporting

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Generate reports to assess the financial performance of an organization

Tax Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

My CPA Dashboard 5 features

Track money owed to a company's creditors/suppliers

Compare and match accounting/financial records with corresponding bank statements

Create budgets based on historical data and future projections

Generate reports to assess the financial performance of an organization

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Free Trial

Free Version

Basic

$49.00

Flat Rate,Per Month

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SA

Sara A.

Digital Marketing Specialist

Accounting

### "Best CPA Practice Management Software For Accountants"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 21, 2021

I am highly satisfied with the overall usage of My CPA Dashboard.

Pros

You will get the software according to your need and requirements.

Cons

I could not find anything missing in the software

Reasons for choosing My CPA Dashboard

It's the best one I have heard of

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