Absolutely. We use bank-level encryption (AES-256), regular security audits, and comply with industry standards including PIPEDA to keep your data safe.

Simple, Transparent Pricing for Accounting Firms

Name: CPA Buddy
Brand: CPA Buddy
Price: 8 CAD
Availability: InStock

All plans include every feature. Choose based on team size. No hidden fees.

Monthly Annual Save 10%

Solo

$8 /mo

billed annually ($96/yr)

Save $12/yr (11% off)

Up to 1 seats

Get Started

Client Management

Client portal access
Communication tracking
Client retention workflows
Custom client fields

Document Sharing

Secure document sharing
Expiring links
Role-based permissions
Audit logs

Workflows & Automation

Advanced workflow templates
Automated notifications
Task management
Client onboarding automation
Custom workflow builder

Micro Team

Micro Teams

$89 /mo

billed annually ($1068/yr)

Save $120/yr (10% off)

Up to 5 seats

Get Started

Client Management

Client portal access
Communication tracking
Client retention workflows
Custom client fields

Document Sharing

Secure document sharing
Expiring links
Role-based permissions
Audit logs

Workflows & Automation

Advanced workflow templates
Automated notifications
Task management
Client onboarding automation
Custom workflow builder

Small Team

Small Teams

$134 /mo

billed annually ($1608/yr)

Save $180/yr (10% off)

Up to 10 seats

Get Started

Client Management

Client portal access
Communication tracking
Client retention workflows
Custom client fields

Document Sharing

Secure document sharing
Expiring links
Role-based permissions
Audit logs

Workflows & Automation

Advanced workflow templates
Automated notifications
Task management
Client onboarding automation
Custom workflow builder

Enterprise

Enterprise Teams

Contact Us

25+ seats

Contact Sales

Client Management

Client portal access
Communication tracking
Client retention workflows
Custom client fields

Document Sharing

Secure document sharing
Expiring links
Role-based permissions
Audit logs

Workflows & Automation

Advanced workflow templates
Automated notifications
Task management
Client onboarding automation
Custom workflow builder

Additional seats: $30/month per seat. All plans include every feature.

Every Plan Includes

Client Management

Client portal access
Communication tracking
Client retention workflows
Custom client fields

Document Sharing

Secure document sharing
Expiring links
Role-based permissions
Audit logs

Workflows & Automation

Advanced workflow templates
Automated notifications
Task management
Client onboarding automation
Custom workflow builder

Office Management

Team collaboration tools
Reporting & analytics
Resource allocation
Multi-jurisdiction tax deadlines
Staff scheduling
Performance tracking

Integrations & API

Gmail & QuickBooks integrations
API access (beta)

Support

Priority email & chat support
Knowledge base access
Onboarding assistance

Frequently Asked Questions

What's included in the free trial?

Can I change plans later?

What happens if I need more seats?

Is there a setup fee?

What payment methods do you accept?

Can I cancel anytime?

Do you offer discounts for annual billing?

Is my data secure?

Ready to streamline your practice?

Start with a demo to see how CPA Buddy can transform your accounting practice.

Book a Demo

Simple, Transparent Pricing for Accounting Firms

Solo

Micro Team

Small Team

Enterprise

Every Plan Includes

Client Management

Document Sharing

Workflows & Automation

Office Management

Integrations & API

Support

Frequently Asked Questions

What's included in the free trial?

Can I change plans later?

What happens if I need more seats?

Is there a setup fee?

What payment methods do you accept?

Can I cancel anytime?

Do you offer discounts for annual billing?

Is my data secure?

Ready to streamline your practice?

We value your privacy