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Pricing Plans Overview

Last updated: September 26, 2026

myVault offers three transparent pricing tiers designed to scale with your business. Every plan includes the encrypted document vault, multi-factor authentication, and dedicated support channels.

Starter Plan — The Foundation

  • Monthly: $199/mo
  • Annual: $159/mo (billed annually — save 20%)

Designed for individuals and businesses that need clean bookkeeping and a live financial dashboard without full tax or advisory services.

Growth Plan — The Compliance Shield

  • Monthly: $399/mo
  • Annual: $319/mo (billed annually — save 20%)

Our most popular plan. Adds proactive tax planning, multi-state compliance, annual tax preparation, quarterly performance reviews, and full-cycle payroll processing.

Premium Plan — The Strategic Vault

  • Monthly: $699/mo
  • Annual: $559/mo (billed annually — save 20%)

The complete package. Adds a dedicated account team with Slack channel, custom corporate tax minimization, cross-border/nexus filing support, monthly fractional CFO advice, predictive cash flow forecasting, and growth strategy sessions.

All Plans Include

  • Secure document vault with per-document access logs
  • Multi-factor authentication
  • Dedicated email and chat support
  • Live cloud financial dashboard

How to Choose

If you're unsure which plan fits, schedule a free consultation with our advisory team. We'll review your business structure, revenue, and financial goals to recommend the right tier. You can also download our New Client Guidebook from the Pricing page for a detailed comparison.

Still have questions?

Our advisory team is one call away — we respond within one business day.