# My CPA Dashboard

> Online CPA management software for accounting firms and client relations. (iPhone/iPad app by Tareq Salah.)

- Source: https://appshunter.io/ios/app/my-cpa-dashboard/id1592978661 (this page in markdown: same URL + `.md`)
- Developer: [Tareq Salah](https://appshunter.io/developer/1592978663)
- Category: Finance, Business
- Price: Free with in-app purchases
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 32 MB
- Languages: American English
- Released: 2022-01-11
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-cpa-dashboard/id1592978661/reviews.md

## What is My CPA Dashboard?

MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants,  bookkeepers, and tax professionals, improving client communication and satisfaction.

## Key features

- Client relationship management
- Accounting firm management
- Paperless client portal
- Seamless client communication
- Document management

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Mail Document | $0.99 | one-time |



## Frequently asked questions about My CPA Dashboard

### What is My CPA Dashboard?

My CPA Dashboard is an online management software designed for CPAs and accounting firms. It helps manage client relationships, streamline paperwork, and improve communication.

### Who can use My CPA Dashboard?

This platform is intended for CPAs, accountants, bookkeepers, and tax professionals who manage accounting firms and interact with clients.

### Is My CPA Dashboard secure for client data?

The description emphasizes a 'paperless portal' for improved client communication and satisfaction, suggesting a focus on secure digital interactions. Specific security protocols are not detailed.

### What types of transactions can be managed?

The app focuses on client management and communication within an accounting firm. It is not described as a tool for direct transaction processing or banking.

### How often is My CPA Dashboard updated?

The latest version is 51 (1.5.0), updated on November 26, 2025. This indicates regular updates to improve functionality and reliability.

### What devices support My CPA Dashboard?

My CPA Dashboard is available on iPhones and iPods, as indicated by its supported devices list.

### What is the user sentiment for My CPA Dashboard?

The app has a perfect 5.0-star rating from 3 reviews, suggesting very positive user sentiment among its current users.

### Does My CPA Dashboard have ads?

No, My CPA Dashboard does not contain advertisements. The app is free to use without ad interruptions.

## Version history (last 5 releases)

### 51 (1.5.0) — 2025-11-26

New Features,
Bug Fixes

### 50 (1.4.2) — 2024-08-02

Bug Fixes,
New Features

### 48 (1.4.1) — 2024-03-05

New Features,
Bug Fixes

### 42 (1.4.0) — 2024-02-12

New Features,
Bug Fixes

### 41(1.3.9) — 2024-01-18

Bug Fixes

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## More apps by Tareq Salah

- [My CPA Dashboard Employee](https://appshunter.io/ios/app/my-cpa-dashboard-employee/id6739530803)

All apps by Tareq Salah: https://appshunter.io/developer/1592978663

## Related topics

[cpa australia ltd](https://appshunter.io/ios/topics/cpa-australia-ltd)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*