Simple, Transparent Pricing

  • Sign up risk free!
  • Month-to-month
  • Customize to your needs
  • Flexible scaling – Easily add/remove users

Try SonarCX free for 30 days

Limited Time Offer

Professional Plan

$137.99

$95.00

/per user per month

Enterprise Plan

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Modernize your Accounting firm with SonarCX and unlock its growth potential.

Streamline manual tasks, centralizing your data, connect your teams, and provide your clients self-service access 24/7. Gain Visibility into your operations.

Try It For Yourself!

Discover the Success Stories: Why Users Love SonarCX
SonarCX makes business life easy, organized and quick.

John S.

Founder of S&S Accounting

One of the easiest to use and most time-saving options available.

Melissa K.

Director

It is easy to have a look on every task and see which task is assigned to whom and what progress has been made.

Ekta M.

Analyst

SonarCX makes my work life easy and gives me peace of mind. I know that nothing is getting missed, and work is being done by remote teams on time, in order of priority, and with the required detail. Everything is kept together to maintain a complete case file. Thank you!

Sarah A.

Managing Partner at Robinson & Palmer CPA

SonarCX helps me track all the work assigned to me and lets me know what I need to work on and when. Moreover, the details and timestamps attached to the tasks acted as proof in a case, helping to resolve a dispute with a client. Without this, it would have been a case of “I said” versus “what you said.”

Mark J.

Tax Accountant at Global Tax Partners LLP

Seeing all client data in the same system where work is being organized, and the team is collaborating, along with storing all our process documentation, has changed my life. The dashboards are fantastic and help keep me organized and system is constantly improving. Thank you SonarCX team!

Manminder S.

Analyst

We were able to create tailored workflows to capture client details according to various industries and services we offer. Being able to lock down fields so that they cannot be changed without permissions has been a relief, knowing that no one is going to accidentally make an update to critical dates.

Rivera M.

Partner

My clients always want a number where they can text. I used to have to give out my personal number, but now I can just give out the SonarCX number. When clients message, the text comes right into my inbox in the client timeline in SonarCX. It helps me and my team separate work life from personal life.

Terry A.

Partner

It is so convenient being able to collaborate with the back office through the SonarCX Mobile App while I am on the go, without having to jump into different applications

Singh G.

Partner

Frequently Asked Questions

  • SonarCX is an all-in-one practice management platform designed to simplify and enhance how you serve clients and run your firm.
  • By centralizing communication, information, collaboration, and payments, SonarCX provides an integrated solution to:
    • Streamline client onboarding and engagements
    • Organize clients, projects, and teams
    • Enable secure client messaging
    • Centralize client documents and data
    • Share knowledge across the firm
    • Get paid quickly online
  • With SonarCX, you can:
    • Create client engagement experiences that convert leads faster
    • Keep leads, clients, teams, and projects organized in one place
    • Send text messages and securely communicate with clients
    • Store all client data and documents in a centralized database
    • Share institutional knowledge internally or with clients
    • Get paid instantly and securely with online payment processing
    • By consolidating your firm’s systems and workflows, SonarCX makes it easier to deliver exceptional client experiences while also improving team collaboration and firm management.

To start your 15-day free trial:

 

  1. Book a quick demo meeting with one of our specialists. This gives us an opportunity to learn about your firm’s needs and ensure we set up your trial properly.
  2. After the demo, we’ll create your firm’s account, users, and sample data so you can fully test SonarCX.
  3. You’ll then have 15 days of access to try all of SonarCX’s features, free of charge and with no credit card required.
  4. During the trial, feel free to add your own clients, contacts, documents, and other data to see how SonarCX works with your real workflows.
  5. If you have any questions as you evaluate SonarCX, our support team is available by email, chat, Phone and Text
  6. On day 15, if you decide SonarCX is not the right solution, your access will simply expire and nothing will convert to a paid plan.

 

The 15-day free trial gives you ample time to fully experience SonarCX for your firm before making any commitment. And starting with a quick custom demo ensures we set you up for success. Give SonarCX a try today!

Our dedicated support team is available right within SonarCX to help with any questions you have. Using the in-app messaging, you can get assistance instantly without having to open another window.

Some key features of our support include:

 

  • In-platform messaging – Reach out right within SonarCX and our team can respond directly to you there.
  • Live chat – For quick inquiries, chat with us real-time from the SonarCX interface.
  • Email support – For more detailed questions, email us anytime and we’ll respond promptly.
  • Phone support – For urgent issues, call our support line to speak directly with an expert.
  • Onboarding training – We provide customized onboarding to get you up and running smoothly.
  • Ongoing education – Our team constantly creates resources like help docs, videos, and webinars.

 

Our goal is to provide an exceptional support experience by meeting you where you work. With in-platform messaging, chat, email, phone, and training, we’ve got you covered!

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Elevate Your Operations, Client Service and Success

SonarCX offers a user-friendly platform ready to help unlock new levels of productivity, experiences and growth for your firm. Implement quickly as we support you every step of implementation and beyond.

Get started now with a personalized demo.

Schedule a Demo