# 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 --- # 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)[FAQs](#faqs)[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 Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... 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. [4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $49 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.2 (637) Value For Money 5.0 (1) Value For Money 4.0 (544) Customer Service 5.0 (1) Customer Service 4.0 (576) ## My CPA Dashboard alternatives [4.2 (2,052)](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 [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.3 (2,257)](https://www.capterra.com/p/380/Concur-Expense/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## FAQs about My CPA Dashboard Overview ### What company size and specific industries is My CPA Dashboard built for? My CPA Dashboard is designed for accounting and bookkeeping firms, especially financial firms that need to share documents with clients and colleagues, manage payroll, prevent information loss, and collect electronic signatures. It is best suited to small and mid-sized professional services organizations in finance and accounting. Features and Usability ### What are the key features of My CPA Dashboard? My CPA Dashboard offers accounts payable, bank reconciliation, budgeting and forecasting, financial reporting, and tax management for CPA firms. These core features support invoice and payment tracking, reconciliation of bank activity, budget planning, report generation, and tax-related record management within one accounting dashboard. Getting Started and Support ### What training and onboarding options does My CPA Dashboard offer? My CPA Dashboard provides in-person training options for teams that need guided setup and product instruction on site. This format supports direct interaction during training sessions and allows users to review features with an instructor in person. ## 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 Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.