Grow your practice with SavingsBox Pro
The dedicated platform for CPAs, financial advisors, and credit counselors. Manage clients, appointments, and earnings — all in one place.
Who is SavingsBox Pro for?
We welcome all licensed and certified finance professionals.
Everything you need to succeed
Powerful tools designed specifically for finance professionals.
Appointment management
Manage your schedule with ease. Accept, reschedule, or cancel appointments from one place.
Client management
Track client sessions, health scores, and appointment history all in one dashboard.
Earnings dashboard
Monitor your income, track payments, and withdraw earnings directly to your bank account.
Video sessions
Host sessions via any video call platform. Share your meeting link directly with clients.
AI client insights
Get AI-powered summaries of client financial health to prepare for sessions. (Premium)
Priority listing
Get featured at the top of search results so clients find you first. (Premium)
How to get started
Get verified and start accepting clients in days, not weeks.
Download SavingsBox Pro
Available on iOS and Android. Create your professional account in minutes.
Submit your credentials
Upload your professional certifications and licenses for verification.
Get verified
Our team reviews your credentials within 1-2 business days.
Start earning
Your profile goes live and clients can start booking sessions with you.
Professional plans
Affordable plans that grow with your practice.
Basic
Premium
Platform fee: SavingsBox retains a 5% fee per completed session. All amounts shown in your earnings dashboard are net after this fee. Subscription fees are separate and cover platform access only.
Ready to grow your practice?
Join verified finance professionals on SavingsBox Pro. Download the app and get started today.
Available on iOS and Android. Verification required before going live.