---
description: Learn more about Kveldo pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Kveldo Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Kveldo](/software/1326767/Kveldo)

# Kveldo

Canonical: https://www.capterra.ca/software/1326767/Kveldo

> Cloud-based practice management tool for accounting firms with client portal, document management, and e-signatures.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Kveldo?

Small to midsize accounting, CPA, and bookkeeping firms, from solo practitioners to teams of up to 50 staff.

## About the vendor

- **Company**: Kveldo

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: Kveldo is priced per firm, not per user. Each plan covers a band of staff seats, so adding a person inside your band costs nothing more. Your clients are never seats. Client portal access is unlimited and free on every plan.

Solo is $79 a month for 1 staff seat. Team is $199 a month for up to 5. Firm is $399 a month for up to 15. Premium is $699 a month for up to 25 and adds your own domain with full white-label.

Every plan includes the client portal, bank statement conversion, Kveldo Sign e-signature with unlimited envelopes, time and billing, invoicing, payments, and AI intake. Larger plans add staff seats, a bigger monthly AI allowance, and team and reporting tools.

Billing is month to month, and you can cancel anytime with no penalty. Annual billing is optional and gives you two months free. Upgrades take effect immediately with prorated billing. Downgrades take effect at the start of your next cycle, and your firm’s roles stay as you set them.

AI work on client documents, such as converting a statement or reading an intake form, draws on your monthly token allowance. Past the allowance it costs $15 per million tokens, billed and never blocked. The help and drafting assistants are never charged.

Nonprofit organizations and accounting school programs can apply for discounted pricing at info@kveldo.com.

Firms running several offices or brands can get quoted pricing for the operator platform.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Contact Management Software
- Interaction Tracking
- Lead Management Software

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Chat

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Alternatives

1. [Clio](https://www.capterra.ca/software/105428/clio) — 4.7/5 (1751 reviews)
2. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (7007 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (745 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18816 reviews)
5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5863 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1326767/Kveldo)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10271590/Kveldo/> |
| en-AE | <https://www.capterra.ae/software/1326767/Kveldo> |
| en-AU | <https://www.capterra.com.au/software/1326767/Kveldo> |
| en-CA | <https://www.capterra.ca/software/1326767/Kveldo> |
| en-GB | <https://www.capterra.co.uk/software/1326767/Kveldo> |
| en-IE | <https://www.capterra.ie/software/1326767/Kveldo> |
| en-IL | <https://www.capterra.co.il/software/1326767/Kveldo> |
| en-IN | <https://www.capterra.in/software/1326767/Kveldo> |
| en-NZ | <https://www.capterra.co.nz/software/1326767/Kveldo> |
| en-SG | <https://www.capterra.com.sg/software/1326767/Kveldo> |
| en-ZA | <https://www.capterra.co.za/software/1326767/Kveldo> |

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