Limited spots left in the season!

Tax Filing Made Simple,
Business Made Strong.

One powerful tool to manage clients, e-file returns, and grow your firm fast.

Preview of Cashy dashboard
Preview of Cashy dashboard
Preview of Cashy dashboard

Everything You Need to Run a
Modern Tax Office

Consolidated Client Dashboard

See all client data in one place.

Secure Integrations

Works seamlessly with your tools—backed by IBM® security.

Built-In E-File Management

Track every return with real-time updates—file as many as you need.

Manage Returns

Preview of cashy automated cash movement feature

Manage Returns

Preview of cashy automated cash movement feature

Manage Returns

Preview of cashy automated cash movement feature

Smart Error Checks

Get notified of issues before you file. Fix them fast, file with confidence.

Accountant

Manager

Administrator

Viewer

Accountant

Manager

Administrator

Viewer

Accountant

Manager

Administrator

Viewer

Team & Role Permissions

Add staff and control what they can access—perfect for growing offices.

Power Up Your Tax Business with the
Right Tools

Less Paperwork, More Work Done

Automate repeat tasks like filing, follow-ups, and reminders—so you can focus on growing your business.

Stronger Client Relationships

Use built-in messaging tools to keep clients updated and engaged.

Built for Compliance & Security

Work with confidence—Secure Accounting Pro is IRS authorized.

Do More in Less Time

From filing to final reports, every tool is made to help you finish faster—and with fewer errors.

Simple Pricing for Serious Tax Pros

Choose a plan that fits your pockets—whether you’re flying solo or building a firm.

Monthly Plan - $99 Setup

US

$99

per month

Base features

Manage and store all tax documents

Secure online portal for taxpayers

Get documents signed remotely

Import K-1s directly into returns

Estimate taxes with Quick Estimator

Create and view detailed reports

Annual Plan - $99 Setup

US

$699

per year

Everything on Monthly, plus

Priority onboarding service

Annual strategy call included

See How Secure Accounting Pro Helps Firms Like Yours

“Secure Accounting Pro took the stress out of tax season. Everything’s organized, fast, and easy to use.”

Robbi Firman

Finance Manager, TechStartups Inc.

“Secure Accounting Pro took the stress out of tax season. Everything’s organized, fast, and easy to use.”

Robbi Firman

Finance Manager, TechStartups Inc.

“Secure Accounting Pro took the stress out of tax season. Everything’s organized, fast, and easy to use.”

Robbi Firman

Finance Manager, TechStartups Inc.

“We’ve cut filing time in half since switching. The built-in error checks save us hours every week.”

Michael Davis

CFO, Retail Giant Corp

“We’ve cut filing time in half since switching. The built-in error checks save us hours every week.”

Michael Davis

CFO, Retail Giant Corp

“We’ve cut filing time in half since switching. The built-in error checks save us hours every week.”

Michael Davis

CFO, Retail Giant Corp

“I love being able to add team members with custom access. It keeps everything secure and smooth.”

Emily Carter

Treasury Analyst, Global Enterprises Ltd.

“I love being able to add team members with custom access. It keeps everything secure and smooth.”

Emily Carter

Treasury Analyst, Global Enterprises Ltd.

“I love being able to add team members with custom access. It keeps everything secure and smooth.”

Emily Carter

Treasury Analyst, Global Enterprises Ltd.

“The client dashboard makes it so simple to track returns and send updates. Our clients even noticed the difference!”

David Johnson

Small Business Owner, Local Coffee Shop

“The client dashboard makes it so simple to track returns and send updates. Our clients even noticed the difference!”

David Johnson

Small Business Owner, Local Coffee Shop

“The client dashboard makes it so simple to track returns and send updates. Our clients even noticed the difference!”

David Johnson

Small Business Owner, Local Coffee Shop

“From e-filing to reports, it does exactly what we need—and the support team is actually helpful.”

Olivia Martinez

Financial Analyst, Manufacturing Company

“From e-filing to reports, it does exactly what we need—and the support team is actually helpful.”

Olivia Martinez

Financial Analyst, Manufacturing Company

“From e-filing to reports, it does exactly what we need—and the support team is actually helpful.”

Olivia Martinez

Financial Analyst, Manufacturing Company

Have questions?
We’ve Got You Covered

Can’t find the answer here? Contact our support team.

What is Secure Accounting Pro?

It’s all-in-one software built for tax pros. You can manage clients, e-file returns, send updates, and track everything in one place.

Who is this software for?

Is my data safe?

Can I add team members?

How do I get started?

How much does it cost?

What is Secure Accounting Pro?

It’s all-in-one software built for tax pros. You can manage clients, e-file returns, send updates, and track everything in one place.

Who is this software for?

Is my data safe?

Can I add team members?

How do I get started?

How much does it cost?

What is Secure Accounting Pro?

It’s all-in-one software built for tax pros. You can manage clients, e-file returns, send updates, and track everything in one place.

Who is this software for?

Is my data safe?

Can I add team members?

How do I get started?

How much does it cost?

Let’s Talk Taxes (and Software)

Whether you have questions about pricing, setup, or features—we're here to help! Fill out the form and we'll get in touch soon.

Ready to Simplify Tax Season?
Start free.

Explore the tools tax pros love: e-filing, client management, and built-in error checks. One platform, all in one place.
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