Basic
FREE
Always Free
Centralized Contacts
Due Date & Tracker Reports
First 5 Users Included
+$24 per additional user/mo.
Sole Proprietor
$49/mo.
30-Day Free Trial
Contacts
Due Date & Tracker Reports
Timesheets & Analytics
Web Links
To Do Lists
Email Client Reminders
Client Tax Checklists
Notes
Client Timers
Billing Rates
Email Notifications
Instruction Sheets
1 User
Premium
$129/mo.
30-Day Free Trial
Centralized Contacts
Due Date & Tracker Reports
Timesheets & Analytics
Web Links
To Do Lists
Email Client Reminders
Client Tax Checklists
Notes
Client Timers
Billing Rates
Email Notifications
Instruction Sheets
First 5 Users Included
+$24 per additional user/mo.
50+ Users? Call (203) 816-6065 For Special Pricing
Perfect to run your office. Essential for your remote team.
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USING CPApp
1. Staff Roles
2. Staff
3. Contacts (watch video)
4. Tracker (watch video)
5. Rates
6. Timesheet