Pricing
Pricing that fits small CPA firms
Pick a plan based on how many client projects you manage at once. No hidden fees.
Plan comparison
Choose a plan based on active client projects.
Free 1 active project
Pro 15 active projects
Enterprise Unlimited projects
Simple plans with clear limits
Choose the plan that matches your client volume and upgrade when you are ready.
Free
Trial access for one client.
$0
- 1 active client
- 1 active project
- 10 files total
- Portal access expires after 14 days
- Basic client portal
- Email notifications
- No templates
- No branding
- No client reminders
- No export
Pro
Most popularThe real product for solo CPAs.
$29 /month
- Up to 15 active clients
- Unlimited contacts
- Unlimited file requests
- Custom request templates
- Client portal branding
- Automatic client reminders
- Portal access expires after 90 days
- Standard support
Enterprise
For growing firms with staff.
$79 /month
- Unlimited active clients
- Unlimited projects
- Multi-user access
- Portal access expires after 365 days
- Advanced reporting
- Priority support
Common pricing questions
Can I cancel after busy season?
Yes. Use it when volume is high and scale down when needed.
Will my clients actually use it?
Yes. The portal is designed for clarity: a single link, clear requests, and obvious progress.
Do I have to change my workflow?
No. Portezza works alongside your existing tax prep process. It just organizes intake.
Spend less time chasing documents
Pick a plan, invite a client, and see how much time you save.