OCTA Pricing for Accounting Firms
Build the accounting firm you want with OCTA. Reach more clients, grow revenue, and create more opportunity for your team while your brand and client relationships stay yours.
OCTA plans
- Starter: $800 monthly, 60% OCTA Commission, 2 team members, and 5 AI Workspace credits.
- Practice: $1,200 monthly, 30% OCTA Commission, 10 team members, and 300 AI Workspace credits.
- Firm: $2,500 monthly, 20% OCTA Commission, 30 team members, and 800 AI Workspace credits.
Every OCTA plan includes routines, marketing, client billing, CRM and client management, workflow automation, reporting and insights, document management, a client portal, practice management, integrations, email support, Slack support, ISO 27001, PCI DSS, SOC 2, and GDPR. Card payments cost 3.5% + $0.50 per transaction.
Frequently Asked Questions
How does OCTA pricing work?
OCTA brings clients and runs marketing while your firm delivers the accounting work. OCTA and your firm then share the client revenue at the percentage set by your plan.
Which OCTA plan is best for me?
Starter costs $199 per month and lets your firm keep 40% of client revenue. Practice costs $999 and lets your firm keep 70%. Firm costs $1,999 and lets your firm keep 80%.
What is included with OCTA?
Every plan includes routines, marketing, client billing, CRM and client management, workflow automation, reporting and insights, document management, a client portal, practice management, integrations, email and Slack support, and core security standards.
Why does the revenue share change by plan?
The more your firm pays monthly, the smaller OCTA's revenue share, so your firm keeps more revenue from each client.
Can I switch plans later?
Yes — you can upgrade or downgrade your plan at any time. Upgrades apply immediately with prorated billing; downgrades take effect at the start of your next billing cycle.