- Pricing Plans
Plans That Fit Your Needs
- Our Pricing
Simple & Transparent Pricing
No Portfolio Value-Based Charges (Unlike traditional software charging based on AUM).
Complete Solution for CA Practice
AccFolioPlus CA helps you:
- Manage Client Portfolios
- Import Broker Contracts & Bank Statements
- Maintain Client Accounts
- Compute Capital Gains & Taxes
- Track Insurance Policies
- Get Smart Alerts & Due Date Reminders
- Generate Professional & Rent Invoices
- Analyze Wealth & Portfolio Performance
- Prepare Financial Statements & Reports
Ideal For: Individuals and families managing their own investment portfolio and looking for professional reporting.
Popular
Complete Solution for Personal Finance
AccFolioPlus Investor helps you manage up to 5 Personal Accounting & Investment Files with:
Includes :
- Investment Portfolio Management
- Broker Contract & Bank Statement Import
- Personal Accounting
- Insurance Management
- Smart Alerts & Reminders
- Service & Rent Invoicing
- Wealth & Portfolio Analysis
- Financial Statements & Tax Reports
Ideal For: Chartered Accountants, tax consultants, wealth managers and professionals managing multiple client portfolios.
Contact us for pricing details and customized enterprise solutions.
- Our Pricing
Simple & Transparent Pricing
No Portfolio Value-Based Charges (Unlike traditional software charging based on AUM).
AccFolioPlus Investor – ₹14,999
Designed For: Individual Investors
Key Features
- Up to 5 Personal Files
- Unlimited Investment Transactions
- Support for Equity, Mutual Funds, Bonds, Fixed Deposits (FDs), Gold and other investments
- Capital Gain Reports
- Portfolio Performance Reports
- Asset Allocation Analysis
- Dividend & Interest Tracking
- Comprehensive Tax Reports
- Excel Import & Export
- Single User License
- Free Installation & Online Training
Ideal For: Individuals and families managing their own investment portfolio and looking for professional reporting.
Popular
AccFolioPlus Professional (CA Edition) – ₹44,999
Includes Everything in the Investor Edition, Plus:
- Unlimited Client Files
- Unlimited Clients
- Bulk Import Facility
- Client-wise Capital Gain Reports
- Client-wise Tax Reports
- Batch Printing
- Multi-user Support
- Priority Technical Support
- Advanced Report Export
- Online Training
Ideal For: Chartered Accountants, tax consultants, wealth managers and professionals managing multiple client portfolios.
Contact us for pricing details and customized enterprise solutions.
- Our Pricing
Simple & Transparent Pricing
No Portfolio Value-Based Charges (Unlike traditional software charging based on AUM).
Basic Plan
For Individual Investors
Features
- Portfolio tracking dashboard
- Taxation & capital gain reports
- Asset and liability tracking
- Alerts & reminders
Popular
Professional Plan
For CAs & Financial Advisors
Features
- Multi-client portfolio management
- Advanced reporting & analytics
- Capital gain automation
- Advisor dashboard
- Priority support
Enterprise Plan
For Large Users & Organizations
Features
- Enterprise-level user management
- Custom workflows & dashboards
- Dedicated onboarding support
- Advanced analytics & integrations
- Scalable infrastructure
Contact us for pricing details and customized enterprise solutions.
- Why Choose us
Why Our Pricing is Better
Traditional spreadsheets are time-consuming, difficult to maintain, and prone to errors.
01
No hidden charges
02
No AUM-based billing
03
Affordable pricing for all users
04
Transparent and scalable plans
05
Flexible plans for individuals and enterprises
06
Better value compared to traditional platforms
AccFolioPlus vs Traditional Platforms
Compare features, pricing models, reporting capabilities, and usability to understand why modern investors and professionals choose AccFolioPlus.
| Feature | AccFolioPlus | Traditional Platforms |
|---|---|---|
| Pricing | Fixed & Transparent | AUM-Based Billing |
| Ease of Use | Simple & User Friendly | Complex Workflow |
| Tax Reports | Advanced & Automated | Limited Features |
| Multi-Asset Support | Yes | Limited |
| Analytics | Real-Time Insights | Basic Reporting |
| Support | Dedicated Support | Limited Support |
| Automation | High Automation | Mostly Manual |
| Implementation | Quick Setup | Lengthy Setup |
Why Switch to AccFolioPlus?
Save operational and reporting costs
Better taxation and capital gain reporting
Easy-to-use interface for all users
Faster onboarding and implementation
Centralized wealth and portfolio tracking
Modern analytics and automation tools
Scalable solution for advisors and enterprises
- Testimonials
Trusted by Investors & Professionals
Rated
by over 12.000+ users
- Our Pricing
Simple & Transparent Pricing
No Portfolio Value-Based Charges (Unlike traditional software charging based on AUM).
Basic Plan
$1,200
/ Month
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Including
- 5 Team Members
- 10 GB Cloud Storage
- Basic Integrations
Profesional Plans
Popular
$1,400
/ Month
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Including
- 5 Team Members
- 10 GB Cloud Storage
- Basic Integrations
- Real-Time Dashboard
- Standard Support
Enterprise Plans
$1,600
/ Month
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Including
- 5 Team Members
- 10 GB Cloud Storage
- Basic Integrations
- Real-Time Dashboard
- Standard Support
- AI-Powered Analytics
- 24/7 Premium Support