SuiteDash

Who it's for

SuiteDash is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices and tax offices on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.

What it costs

SuiteDash starts at $19/mo ($190/yr), per month flat. There is a free trial.

Good to know

SuiteDash is a white-label client portal, CRM, invoicing and e-signed engagement-letter platform whose accountants page addresses CPAs, tax practices, bookkeepers and solo practitioners, with a partner program for bookkeepers who want to resell a branded portal. Pricing is flat with unlimited users on every tier: Start $19/mo or $190/yr, Thrive $49 with automation and proposals, Pinnacle $99 with a white-label domain, plus lifetime licenses. A.I. Agents & Skills is live: you add a named agent to the staff list and it runs the Decision Skills (choosing which automation runs) and Compose Skills (writing secure client messages in the firm's voice) you assign, every run graded, recorded and held for approval when you want, on SuiteDash's AI service or your own provider key. The QuickBooks Online integration is there, though the vendor itself says it is not accounting-first. 14-day trial on Pinnacle.