- SuiteDash Consulting & Implementation
- Pure Source: SuiteDash Validated Agency Partner
You know what your business needs. We know how to build it in SuiteDash.
Workflows, client portals, automation, and integrations, configured around how your business actually operates, not the other way around.
Free workshop · Dec 3Tax and accounting firms: run tax season through one client portal. 1:00 PM ET. Save your seat →Not ready to talk? Take the free readiness assessment
You describe the outcome. We build it in SuiteDash.
Tell us what your business needs to do; we design the workflows, portals, and automations that deliver it. Three common examples.
| Your objective | What Run And Scale designs |
|---|---|
| Reduce manual client onboarding | A coordinated intake, onboarding, and notification workflow |
| Centralize client interactions | A secure, role-appropriate client portal |
| Standardize project delivery | Repeatable project templates and workflow automations |
| Reduce administrative invoicing | Connected proposals, agreements, and payment workflows |
Who we build for
Document collection, engagement letters, and return status updates, live before January.
Get a 60-minute audit and a written, prioritized fix list.
Client onboarding, portals, and billing, one system for the client journey.
How every engagement runs
Solution design before configuration: the same four steps, every time.
Two ways to start
Setup, a year of support, and (if you want it) your SuiteDash license, in one monthly plan.
SuiteDash Pinnacle alone is $99/month. For $199/month we include the license, set it up for your industry, and support you all year.
All-in plan
$399 today, then $199/mo
12 monthly payments, the first one 30 days after kickoff
- SuiteDash Pinnacle included ($99/month on its own)
- White-labeled client portal on your own web address
- Email sent from your own domain, so it lands in inboxes
- Sales pipeline and proposals with e-signature
- Intake form, welcome email, and your client list imported
- Project template, client folders, and file permissions
- Client messaging in one place
- Invoicing with online payments
- Staff roles and two-factor sign-in
- 3 automations: client onboarding, task notifications, payment reminders
- Launch test, recorded walkthrough, and video guide
- Up to 2 hours of changes every month: forms, automations, templates, fixes
After year 1: keep Pinnacle at $99/month, or Pinnacle with support at $149/month.
Talk to us firstBring your own SuiteDash
$399 today, then $119/mo
12 monthly payments, the first one 30 days after kickoff
- Built on the SuiteDash license you already have
- White-labeled client portal on your own web address
- Email sent from your own domain, so it lands in inboxes
- Sales pipeline and proposals with e-signature
- Intake form, welcome email, and your client list imported
- Project template, client folders, and file permissions
- Client messaging in one place
- Invoicing with online payments
- Staff roles and two-factor sign-in
- 3 automations: client onboarding, task notifications, payment reminders
- Launch test, recorded walkthrough, and video guide
- Up to 2 hours of changes every month: forms, automations, templates, fixes
After year 1: support continues month to month.
Talk to us firstPrefer one payment, already own SuiteDash, or need just one module? See all pricing and plan terms →
When SuiteDash configuration isn't enough
Some requirements live inside SuiteDash; others need integrations or purpose-built software. We scope from the requirement, not a preferred stack.
Every custom project starts the same way: with your business requirement, not a predetermined technology. Tell us what your systems need to do; we'll design the right approach.
Implementation expertise, not just configuration
Defined scope, documented decisions, a handoff you own.
Trusted by a law-and-tax practice, a city government, and growing small businesses.
Read the client stories →Discuss Your SuiteDash Project.
Tell us what you need your business to do. We’ll recommend the right path, whether that’s a setup package, a custom solution, or both.