Pricing
Plans built for the size of your client portfolio
Every plan includes the complete BIR compliance calendar, escalating reminders, document collection, and audit logging. Pay based on how many clients you manage.
Not ready to commit? Starter includes a 14-day free trial with no credit card required.
Starter
For freelance bookkeepers managing a growing client portfolio.
Up to 8 client profiles
- Up to 8 client profiles
- Complete BIR, SSS, PhilHealth, Pag-IBIG calendar
- Email reminders at 14, 7, 3, and 0 days
- Document upload links per deadline
- Compliance health score per client
- Timestamped audit log
- Shareable client compliance status page
Professional
For CPAs managing 10 to 30 SME clients who need client-facing features.
Up to 30 client profiles
- Up to 30 client profiles
- Complete BIR, SSS, PhilHealth, Pag-IBIG calendar
- Escalating email reminders at 14, 7, 3, and 0 days
- Document upload links per deadline
- Compliance health score per client
- Timestamped audit log
- Shareable client compliance status page
- Revenue Memorandum Circular alerts
Payments are securely processed locally via PayMongo. We prioritize local payment methods for Filipino professionals.
Accepted methods: GCash, Maya, Visa, Mastercard, BPI, UnionBank, QR Ph.
Margolio provides deadline tracking and reminders only. Not a BIR-accredited tax agent. Does not constitute professional tax advice.
Margolio provides deadline tracking and reminders only. Not a BIR-accredited tax agent. Does not constitute professional tax advice. The bookkeeper and their clients are solely responsible for filing accuracy and for verifying all deadline information against official BIR issuances.