A Smarter Way to Grow Your Firm.

Modern software, AI and client growth tools — all in one platform for accounting and tax firms. Simple, transparent pricing.

Save TimeAutomate work with AI-powered tools.
Grow RevenueAttract and serve more clients.
Scale ConfidentlyTools to manage, scale and succeed.
White Label PortalYour brand. Our technology. Your clients.

Cloudbase dashboard on a laptop and phone greeting Monica with revenue, opportunities and tasks

Founding 100

$50/user/month for your first 12 months,

then standard pricing. First 100 subscribers.

14-day free trial with 5 AI hours
All platform features included
No annual commitment required
Flexible monthly or annual billing

Claim Your Spot

Pricing

Simple Pricing. Built to Scale.

Annual Billing Save up to 20%Monthly Billing

Cloudbase Marketplace add-on selected — choose your software plan first.

Small Firm
1 – 25 users
$125
per user / month
billed monthly
14-Day
Free Trialwith 5 AI hours
- Full platform access
- 10 AI hours per user / month
- AI Executive Team
- AI Meeting Assistant (Note Taker)
- Client CRM & Pipeline
- White Label Portal
- Unlimited firm document storage
- A Cloudbase Vault for every client
Get Started
Mid-Sized Firm
26 – 99 users
$110
per user / month
billed monthly
14-Day
Free Trialwith 5 AI hours
- Full platform access
- 10 AI hours per user / month
- AI Executive Team
- AI Meeting Assistant (Note Taker)
- Client CRM & Pipeline
- White Label Portal
- Unlimited firm document storage
- A Cloudbase Vault for every client
Get Started
Large Firm
100 – 499 users
$105
per user / month
billed monthly
14-Day
Free Trialwith 5 AI hours
- Full platform access
- 10 AI hours per user / month
- AI Executive Team
- AI Meeting Assistant (Note Taker)
- Client CRM & Pipeline
- White Label Portal
- Unlimited firm document storage
- A Cloudbase Vault for every client
Get Started

Every plan includes 10 AI hours per user each month to use on any AI feature — like your AI Executive Team or AI Meeting Assistant. Need more? Add an AI bundle anytime.

Add Cloudbase Marketplace

Connect with prospective clients.

Expand your visibility on the Marketplace
Pay only for the professionals you list
First month free with guided activation

See Marketplace Pricing

Cloudbase Marketplace — available as an add-on to your Cloudbase subscription. The first month is free with guided 30-day activation.

Enterprise

500+ Users

A tailored solution for larger organizations. Get the power, security and support to scale your firm.

Dedicated Account Team
Custom Implementation
Security controls built to SOC 2 and ISO/IEC 27001 requirements.
Firm-Wide AnalyticsActionable insights to drive growth
Seamless IntegrationsConnect with your existing tools

Talk to Enterprise Sales

Let’s build a solution for your goals.

Everything You Need to Run and Grow Your Firm.

Client Management
Centralize client data, communications and tasks.
AI Powered Tools
Automate workflows, meeting notes and insights.
Revenue Intelligence
Identify new opportunities and grow existing clients.
White Label Portal
Your brand. Our technology. A seamless experience for your clients.
Marketplace Access
Connect with prospective clients through Cloudbase Marketplace.

Ready to Grow Your Firm?

Join the modern platform built for accounting and tax professionals.

Get Started Book a Demo