Each myVault plan builds on the previous tier. Here's a detailed breakdown of what's included in each plan across our three service pillars.
Starter Plan ($199/mo or $159/mo annual)
Integrated Bookkeeping
- Monthly Bank & Credit Card Reconciliation
- Live Cloud Financial Dashboard
- Automated Digital Receipt Capture
- Dedicated Email & Chat Support
Strategic Tax Services
- Year-End CPA Tax Package Ready
Business Advisory
Not included in the Starter plan.
Growth Plan ($399/mo or $319/mo annual)
Integrated Bookkeeping
- Everything in Starter
- Priority Ledger Management
- Multi-Entity Reconciliation
Strategic Tax Services
- Proactive Mid-Year Tax Planning
- Multi-State Compliance Review
- Annual Federal & State Tax Preparation
Business Advisory
- Quarterly Performance Review
- Real-Time Cash Flow Monitoring
Payroll Services
- Full-Cycle Payroll Processing
- Payroll Tax Filing & Compliance
- Direct Deposit & Contractor Payments
Premium Plan ($699/mo or $559/mo annual)
Integrated Bookkeeping
- Everything in Growth
- Dedicated Account Team & Slack Channel
Strategic Tax Services
- Custom Corporate Tax Minimization
- Cross-Border / Nexus Filing Support
- Annual & Quarterly Tax Filings
Business Advisory
- Monthly Fractional CFO Advice
- Predictive Cash Flow Forecasting
- Growth & Scaling Strategy Sessions
All Plans Include
- Secure document vault with 256-bit AES encryption
- Multi-factor authentication
- Per-user data isolation
- Encrypted upload vault with access logs