CPA Relay
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Pricing & early access

CPA practice management pricing: one plan, priced per seat

Every seat gets every feature. You pay for the people on your staff, and your clients log in free. Add a seat when you hire and remove it when someone leaves.

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Month-to-month by default · Annual billing saves about two months · Unlimited free client logins

One plan

CPA Relay

Early Access

Solo practitioners buy one seat. Firms buy one per staff member. There's no seat minimum and no cap.

Monthly

$55/seat/month

Month-to-month. Cancel any time.

Annual

$45/seat/month

Billed yearly at $540 per seat.

  • Unlimited client portal logins ($0)
  • Tax-year projects & 1-click roll-forward
  • What's Outstanding triage sheet
  • Multi-preparer assignments & Project Leads
  • Permission controls
  • Shared client directories & entity groups
  • 53 engagement & 7216 templates
  • Form 8878/8879 e-signatures (SHA-256)
  • Spousal signing on shared emails
  • Price Book & 6-/15-min time billing
  • Staged proposal-to-invoice billing
  • Monthly client statement summaries
  • Direct Stripe ACH, card & Cash App
  • 5,000-row CSV client import
  • 50 GB storage per seat, pooled across the firm
  • Concierge onboarding for every firm
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Everything included

Every tool is in the box

We don't gate time tracking, the 53 templates, or Form 8879 e-signatures behind a higher plan or a $50/mo module. There is one plan, and every seat gets all of it.

Seasonal seats

Pay for busy season only

Bringing on two preparers from January through April? Add two seats at $55 a month and remove them in May. That's $440 for the season, not a year of seats nobody uses.

No lock-in

Month-to-month by default

Monthly billing has no contract and a 14-day refund guarantee. Annual billing costs $540 per seat, which saves about two months against paying monthly.

Storage is shared by the whole firm, so a solo practitioner gets 50 GB and a 6-seat firm gets 300 GB. Need more? Talk to us or read the FAQ.

Compare & explore features

How one all-inclusive plan compares to modular suites

Platform Capabilities

Explore all 8 core features

See everything every seat includes, from PBC checklists to Stripe billing.

Explore all features

Software Comparison

CPA Relay vs. TaxDome

Compare month-to-month seats you can add and remove against multi-year upfront contracts.

Compare vs. TaxDome

Software Comparison

CPA Relay vs. Canopy Tax

Compare one plan with every feature against add-on modules for workflow, time, and billing.

Compare vs. Canopy