Pro plan
$69/mo
Per Internal Seat
Integrated Trial Balance
Workflow Automations
Time & Billing
Document Management
Automated Payment Collection
Client Portal
Business plan
$89/mo
Per Internal Seat
Integrated Email
Custom-branded Client Portal
Unlimited Trial Balance
Client Audit Risk Monitoring
Priority support
Trial Balance Intelligent Auto-fill
Soon
Enterprise plan
Custom
Pro plan
$59/mo
Per Internal Seat
Integrated Trial Balance
Workflow Automations
Time & Billing
Document Management
Automated Payment Collection
Client Portal
Business plan
$79/mo
Per Internal Seat
Integrated Email
Custom-branded Client Portal
Unlimited Trial Balance
Client Audit Risk Monitoring
Priority support
Trial Balance Intelligent Auto-fill
Soon
Enterprise plan
Custom
Billing & Payments
Get paid on time, everytime
Collect client payments conveniently (by credit card or ACH), quickly, and directly in the Client Portal
Time savings, convenience, less context switching, and more insights—just a few benefits of having payments processed inside of Dime.
Automated Payments: Once you’ve invoiced your clients, it’s time to get paid fast with Dime. Our flexible payment options let you collect payments how and when you need to.
One time, partial, scheduled, recurring payments.
Pro
Business
Enterprise
Trial Balance
Unlimited Clients
Enjoy unlimited Trial Balance care
Up to 100 clients
Attach notes and files to tax lines
Add annotations and comments directly to trial balance line items for better context.
Automated credit/debit balancing
Our software automatically tags credit and debit balances, saving you time.
Automated Data Import
Seamlessly import trial balance data from CSVs and Excel without any manual work.
Customized Reporting
Tailor trial balance reports with custom columns, filtering, and more to suit your needs.
Advanced Grouping & Tagging
Flexibly group and tag accounts to segment trial balances for better analysis.
Intelligent Auto-fill
Data from previous periods automatically populates for new periods to minimize rework.
Client Collaboration
AI Email Generator
Get intelligent suggestions for client communications to save time writing emails.
Send Client Requests
Securely request documents, tax forms, and info from clients in just a few clicks.
Integrated Client Onboarding
Smoothly transition prospects to active clients with customizable onboarding workflows.
Unlimited Secured Messaging
Chat, audio call, video conference and screenshare with clients over our encrypted platform.
Audit Risk Monitoring
Get real-time alerts on client audit red flags so you can proactively address issues.
Branded Client Portal
Fully customizable client portal that reflects your firm's brand for a seamless client experience.
Proposal with E-signatures
Create polished proposals and get them signed in minutes
Billing and Payments
Automated Payment Collection
Accept recurring and one-time credit card or ACH payments from clients automatically..
One-time Payment Links
Generate secure credit card or ACH payment links to request one-time payments.
Setup Flexible Billing Options
Configure customized credit card or ACH billing and payment terms for each client.
Invoicing
Create detailed invoices integrated with payment processing to easily collect from clients.
Credit Card
Securely accept client credit card payments and store card information for future billing.
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
ACH Payments
Accept bank transfers directly from client checking and savings accounts.
1% + $0.30 ($5.00 max)
1% + $0.30 ($5.00 max)
1% + $0.30 ($5.00 max)
Reporting
Team insights
Track team productivity, capacity, and workflows to identify opportunities and bottlenecks.
Revenue insights
Dive into revenue and collections across clients, projects, and services to guide growth.
Time Tracking
Automatically track time or simplify manual entry to capture billable and non-billable hours.
Workflow Automation
Email Triggers by Task
Send emails to clients, staff, and yourself when key tasks are completed, documents are received, and more.
Notifications
Get notified when important events occur like overdue assignments, pending approvals, and external file uploads.
Recurring Work
Schedule templates for work that repeats on a daily, weekly, monthly or custom basis like time tracking reminders, follow-ups, meetings invites.
Support
Email & Live Chat Support
Get help instantly via email and live chat with our responsive support team.
Dedicated Account Manager
An account manager will be assigned to your firm for hands-on onboarding and ongoing optimization.
Historical Data Migration
We can migrate your existing historical data into our system.