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Run And Scale
Run And Scale
SUITEDASH CONSULTING & AUTOMATION
Pricing

Plans and pricing

Fixed prices, defined scope. Buy online and we'll schedule your kickoff, or talk to us first.

Monthly plans

Setup, support, and (if you want it) the license

SuiteDash Pinnacle alone is $99/month. For $199/month we include the license, set it up for your industry, and support you all year.

Most popular

All-in plan

$399 today, then $199/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license
  • SuiteDash Pinnacle included ($99/month on its own)
Your complete setup, built for your industry in two weeks
  • White-labeled client portal on your own web address
  • Email sent from your own domain, so it lands in inboxes
  • Sales pipeline and proposals with e-signature
  • Intake form, welcome email, and your client list imported
  • Project template, client folders, and file permissions
  • Client messaging in one place
  • Invoicing with online payments
  • Staff roles and two-factor sign-in
  • 3 automations: client onboarding, task notifications, payment reminders
  • Launch test, recorded walkthrough, and video guide
Support, all year
  • Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: keep Pinnacle at $99/month, or Pinnacle with support at $149/month.

Talk to us first

Bring your own SuiteDash

$399 today, then $119/mo

12 monthly payments, the first one 30 days after kickoff

SuiteDash license
  • Built on the SuiteDash Pinnacle license you already have
Your complete setup, built for your industry in two weeks
  • White-labeled client portal on your own web address
  • Email sent from your own domain, so it lands in inboxes
  • Sales pipeline and proposals with e-signature
  • Intake form, welcome email, and your client list imported
  • Project template, client folders, and file permissions
  • Client messaging in one place
  • Invoicing with online payments
  • Staff roles and two-factor sign-in
  • 3 automations: client onboarding, task notifications, payment reminders
  • Launch test, recorded walkthrough, and video guide
Support, all year
  • Up to 2 hours of changes every month: forms, automations, templates, fixes

After year 1: support continues month to month.

Talk to us first

Accounting or tax firm? The all-in plan is what powers Tax Season Ready.

1
Check out
Accept the 12-month plan terms and pay the $399 setup fee.
2
Kickoff
We schedule your kickoff with you. That call is your planning session.
3
Two-week build
We build, you review. Your first monthly payment comes 30 days after kickoff.
Year 1 compared

Monthly plan or one payment

What each option costs over the first year, with the SuiteDash license counted in every column.

All-in planBring your ownOne-time setup
Setup and plan$399 + $199 × 12 = $2,787$399 + $119 × 12 = $1,827$1,985
SuiteDash licenseIncluded$1,188 (paid to SuiteDash)$1,188 (paid to SuiteDash)
Year 1 total$2,787$3,015$3,173
SupportAll yearAll year14 days

SuiteDash license: Pinnacle at $99/month, or $1,188 a year.

Pay once

One-time options

For SuiteDash owners who prefer a single payment, and teams who want to build it with us live.

One-time setup
$1,985
one-time · setup only

The same two-week build as the plans, paid in one payment, on your own SuiteDash license.

  • The full core build: branding, onboarding, client folders, messaging, billing, security, and 3 automations
  • Your client list imported and a launch test before go-live
  • 14 days of after-care

Not included: your SuiteDash license ($99/month from SuiteDash).

Talk to us first
Add ongoing support
$119
per month · cancel anytime

The Support Plan, for after a One-time setup. Monthly plans already include support for 12 months.

  • One 30-minute check-in call each month
  • Up to 2 hours of changes: forms, automations, templates, fixes
  • Priority response in your busy season
Talk to us first
VIP Setup Day
from $5,900
one-time

Everything in the One-time setup, plus advance planning, a live working session, team training, and 14 days of after-care.

Scoped on a call before you pay, so the day is planned around your business.

See the details

See exactly what's in the build and the VIP Setup Day →

Already own SuiteDash and stalled?

Start with a Rescue Audit

A 60-minute recorded review of your account and a written fix list within 2 business days. The $399 is credited in full as your setup fee if you start a plan within 14 days.

What the audit covers →
$399
one-time

Terms

  • Monthly plans: 12-month agreement, paid by card or bank on autopay. The first monthly payment is 30 days after kickoff
  • The $399 setup fee and one-time purchases are non-refundable once kickoff starts
  • Leaving a plan early: the lesser of the remaining balance or $600
  • Your data is yours: export it any time, or move the account to your own SuiteDash billing
  • Support covers up to 2 hours of changes a month; larger work is quoted separately
FAQ

Questions about buying

Do I need a call before I buy?
No. Buy online and we'll book your kickoff call right after checkout. If you'd rather talk first, book a 20-minute planning call and we'll tell you honestly which option fits.
When am I charged on a monthly plan?
You pay the $399 setup fee at checkout. Your first monthly payment ($199 or $119) is charged 30 days after kickoff, then monthly for 12 payments in total.
What happens after I check out?
You accept the terms and pay during checkout, then we schedule your kickoff with you. Your build starts at kickoff and takes about two weeks.
Why does the one-time option cost more upfront than the monthly plan?
The one-time option is setup only, paid all at once. The monthly plans spread the setup over 12 months and add the SuiteDash license (all-in plan) and a year of support. Over the first year, the all-in plan usually costs less in total.
What if I already bought a Rescue Audit?
Start a plan within 14 days of your audit and the $399 is credited in full as your setup fee.

Last updated: 2026-10-31