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My CPA Dashboard

My CPA Dashboard

Last Updated Sep 13, 2025

Overview

My CPA Dashboard simplifies accounting workflows with payroll, document storage, and client collaboration. While the interface needs improvement, its secure cloud design and task automation help firms enhance efficiency and maintain compliance. Scalable tools make it suitable for small practices and larger firms seeking paperless management.

Overall Rating

Based on 1 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What Is My CPA Dashboard?

My CPA Dashboard is a cloud-based practice management and CRM platform built for CPAs, accountants, bookkeepers, and tax professionals. The software offers features such as secure file sharing, e-signatures, task management, and payroll solutions. It provides firms with a centralized client portal to simplify communication, document exchange, and workflow oversight.

By reducing reliance on email chains and manual paperwork, My CPA Dashboard enhances efficiency, improves client collaboration, and supports compliance-driven operations. Designed for scalability, it helps accounting practices of all sizes streamline their processes while maintaining secure, paperless management.

My CPA Dashboard Pricing

My CPA Dashboard pricing offers the following plans:

  • Starter - $49/month
  • Small - $89/month
  • Medium - $239/month
  • Enterprise - $499
The software offers a 30-day free trial as well. Request a custom My CPA Dashboard cost quote for your business.

Disclaimer: The pricing is subject to change.

My CPA Dashboard Integrations

My CPA Dashboard integrates with bank accounts through an automated synchronizer, eliminating manual transaction entry and reducing the risk of financial errors. Watch a free My CPA Dashboard demo to learn more about its capabilities.

Who Is My CPA Dashboard For?

My CPA Dashboard software serves a wide range of industries and sectors, including:

  • Accounting services
  • Tax preparation services
  • Bookkeeping services
  • Payroll services
  • Auditing services
  • Financial services
  • Professional services

Is My CPA Dashboard Right For You?

Are you looking for a unified platform that streamlines payroll, document management, and client collaboration? My CPA Dashboard’s all-in-one solution eliminates fragmented workflows and paper-based bottlenecks. It simplifies recurring tasks and tightens task oversight while ensuring work stays on schedule.

Built on secure cloud architecture, the platform scales effortlessly with your firm’s growth while protecting sensitive data in a multi-user environment.

Still not sure if My CPA Dashboard is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

Pros And Cons of My CPA Dashboard

Pros

  • Enhances workflow efficiency through organized document storage

  • Improves payroll accuracy with automated compliance processes

  • Strengthens client collaboration via secure online portal

Cons

  • Advanced customization options appear somewhat restricted

  • Initial setup requires training and adjustment period

Frequently Asked Questions

My CPA Dashboard supports the English language.

Yes, My CPA Dashboard offers a mobile app.

My CPA Dashboard integrations connect with bank accounts via an automated synchronizer, removing manual entries and reducing financial errors.

My CPA Dashboard is for accounting services, tax preparation, bookkeeping, payroll, auditing, financial services, and professional services firms.

My CPA Dashboard pricing starts at $49/month for Starter, $89/month for Small, $239/month for Medium, and $499 for Enterprise. Request a custom My CPA Dashboard price quotation.

Yes, My CPA Dashboard provides API access.

My CPA Dashboard provides support via phone and contact form.