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Kveldo Logo

Cloud-based practice management for CPA firms

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Kveldo - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2026

Kveldo overview

What is Kveldo?

Kveldo is a cloud-based practice management platform built for small and mid-size accounting, CPA, and bookkeeping firms. It centralizes client management, project tracking, time logging, invoicing, and team collaboration into a single workspace, eliminating the need for multiple disconnected tools. Kveldo supports unlimited users under a flat per-firm pricing model, making it cost-effective for growing teams.

Kveldo provides firms with structured workflows for managing recurring and one-time engagements, with task-level visibility across all active projects. Built-in time tracking ties directly to billing, allowing firms to generate invoices from logged hours without manual reconciliation. The platform includes a client portal for document sharing and communication, reducing reliance on email for sensitive exchanges. Role-based access controls allow firm administrators to define permissions across staff levels.

Designed for cloud deployment, Kveldo requires no on-premise infrastructure and is accessible from any browser. The platform targets accounting professionals who need operational oversight across client work, staff capacity, and firm financials in one place. Reporting tools surface utilization, project status, and billing data to support informed decision-making at the firm level.

Starting price

79flat rate /
per month

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Kveldo’s user interface

Ease of use rating:

Kveldo reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

5

4

3

2

1

0

0

0

0

0

Kveldo's key features

Most critical features, based on insights from Kveldo users:

Contact management
Interaction tracking
Lead management

All Kveldo features

Contact management
Interaction tracking
Lead management

Kveldo alternatives

Kveldo logo

Starting from

79

Per month

Free trial
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Features
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Customer Support

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Customer Support

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No pricing info

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Customer Support

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Free version
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Kveldo pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Solo

79

Per month

Features included:

  • 1 staff seat
  • Unlimited client portal users
  • Bank statement conversion to CSV, Excel, QIF, and QuickBooks Desktop IIF
  • Kveldo Sign e-signature with unlimited envelopes, no per-envelope fee
  • Time and billing, invoicing, and payments
  • AI intake extraction
  • Client portal in your colors with your logo
  • Client email sent from your own domain
  • 2M AI tokens per month included

Team

199

Per month

Features included:

  • Up to 5 staff seats
  • Unlimited client portal users
  • Everything in Solo
  • Staff teams and per-client access scoping
  • Roles your firm creates and renames
  • Capacity planning and offboarding
  • Monthly bookkeeping and sales tax grids
  • 6M AI tokens per month included

Firm

399

Per month

Features included:

  • Up to 15 staff seats
  • Unlimited client portal users
  • Everything in Team
  • Full audit, security, and activity logs
  • Firm-wide reporting and ROI measurement
  • Support access you can audit and export
  • 9M AI tokens per month included

Premium

699

Per month

Features included:

  • Up to 25 staff seats
  • Unlimited client portal users
  • Everything in Firm
  • Your own domain (app.yourfirm.com) with a managed TLS certificate
  • Full white-label, with no Kveldo branding anywhere
  • 12M AI tokens per month included

User opinions about Kveldo price and value

Value for money rating:

Kveldo support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Chat

Training options

Documentation
Live Online

Kveldo FAQs

Q. Who are the typical users of Kveldo?

Kveldo has the following typical customers:
Freelancers, Small Business

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Q. What level of support does Kveldo offer?

Kveldo offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

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