# Elephant CPA Review: Pricing, Features, Alternatives Elephant CPA: Flat-priced practice management for small firms, with no visible development since early 2023. Pricing from $45 / user/month, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/practice-management/elephant-cpa/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Practice Management](https://node8.ai/accounting-tools/practice-management/) # Elephant CPA Dated · Elephant Flat-priced practice management for small firms, with no visible development since early 2023 [Visit Elephant CPA](https://elephantcpa.com/) [All 49 practice management tools](https://node8.ai/accounting-tools/practice-management/) Best for Small firms already running it that want one simple per-user price and nothing more Starting price $45 / user/month ($49.95 per user per month month to month, or $45.00 per user per month billed annually, a 10 percent saving; client accounts are free) SOC 2 Unconfirmed Multi-factor auth Unconfirmed The read ## What Elephant CPA does Built by CPAs for CPAs, according to its own description, Elephant offers a small and coherent set of practice management pieces: task management, time tracking, a client record, secure document storage with managed client requests, in-app messaging, e-signature, and billing with electronic payment processing. One price covers all of it. The site advertises $49.95 per user per month month to month or $45.00 billed annually, with client accounts free and no per-feature upcharges, and a 30-day trial that does not ask for a card. For a four-person firm that is roughly $2,160 a year for a working portal, document store and time and billing system, which is competitive on paper. The problem is that the evidence points to a product that stopped moving. The marketing site returns a last-modified header of 19 January 2023 and the application login at app.elephantcpa.com returns 30 January 2023. The footer copyright reads 2023. The site is built on Gatsby 4.10.3, a 2022 release. Social preview metadata still points at a Firebase staging domain, landingelephant.web.app, with a broken image URL, which is the kind of thing a maintained marketing site fixes. There is no blog, no changelog, no press page and no customer stories. Functionally the gaps follow from that. No integrations are published at all: no QuickBooks Online, no Xero, no Drake, UltraTax, Lacerte or ProSeries, no Zapier. That means client data, ledger data and return status are all rekeyed, and a firm running Elephant is running it as an island. There is no security page, no SOC 2 statement, no encryption disclosure and no data residency information, so there is nothing to hand a client who asks how their SSN is protected. The e-signature is not described as supporting knowledge-based authentication, so Form 8879 signing is not covered. There is no workflow template library and no capacity or profitability reporting. Financial Cents sits at $19 per user per month for a solo and $49 for a team, undercutting Elephant while carrying 250-plus workflow templates, a QuickBooks Online sync and tax software connections. Firm360 is $49 to $99 per user per month with UltraTax, Lacerte, Drake and ProConnect integrations and a published SOC 2 Type II report. Both are the same order of price with several years of visible development behind them, which makes the case for Elephant hard to construct for a firm choosing today. Dated is confirmed, and the evidence is unusually direct. This is not a judgement about the interface or the feature list, which are fine as far as they go. It is that two HTTP last-modified timestamps, a 2023 copyright, a broken staging-domain image reference and an empty integration list all say the same thing: nobody has shipped here in a long time. A firm already using Elephant and happy with it is not in trouble, but it should have an export plan and should not expect new capability. No firm should be adopting it now, and no security posture could be confirmed either way. Capabilities ## What you get Task management and time tracking against clients Secure document storage with managed client requests In-app messaging between firm and client Billing, invoicing and electronic payment processing E-signature on stored documents Pricing, security, integrations ## What it costs and what it connects to Elephant CPA starts at $45 per user/month ($49.95 per user per month month to month, or $45.00 per user per month billed annually, a 10 percent saving; client accounts are free). Pricing is per user, per month. A free trial is available: 30 days, no card. We could not confirm a SOC 2 report for Elephant CPA from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. Elephant CPA does not integrate directly with a general ledger. [Vendor pricing page](https://elephantcpa.com/pricing) · [Vendor security page](https://elephantcpa.com/security) Our rating ## Why we rate Elephant CPA a Dated Elephant CPA is rated Dated: it is one of 18 of the 49 practice management tools here that still works but is no longer keeping pace. Still sold and still working, but no longer keeping pace — thin investment, an aging interface, or a roadmap that has visibly stalled. Fine to stay on, hard to recommend adopting. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## Elephant CPA alternatives ### [Firm360](https://node8.ai/accounting-tools/practice-management/firm360/) All-in-one practice management for tax-led CPA firms, with its own SOC 2 Type II report Strong Option ### [Canopy](https://node8.ai/accounting-tools/practice-management/canopy/) Modular practice management with CRM, documents, portal, workflow and billing for tax and accounting firms Top Pick ### [TaxDome](https://node8.ai/accounting-tools/practice-management/taxdome/) Practice management, client portal, e-signature and billing sold as one per-user subscription Strong Option ### [Jetpack Workflow](https://node8.ai/accounting-tools/practice-management/jetpack-workflow/) Recurring job and deadline tracking for firms, with no portal or document store Strong Option ### [Client Hub](https://node8.ai/accounting-tools/practice-management/client-hub/) Practice management built around client communication and uncategorized-transaction chasing Strong Option ### [OfficeTools WorkSpace](https://node8.ai/accounting-tools/practice-management/officetools-workspace/) Windows desktop practice management with time, billing, projects and a client portal Dated [Compare all 49 practice management tools](https://node8.ai/accounting-tools/practice-management/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Elephant CPA homepage and feature list](https://elephantcpa.com/) Retrieved 2026-09-08 ### [Elephant CPA pricing](https://elephantcpa.com/pricing) Retrieved 2026-09-08 ### [Elephant CPA features](https://elephantcpa.com/features) Retrieved 2026-09-08 Keep browsing ## Other categories [General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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