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CBIZ CompuData Review: Overview, Features, Pricing & Alternatives in 2025

CBIZ CompuData is a technology solutions provider focused on small and midsize businesses.

They started back in 1971 and are based in Philadelphia, PA. In March 2024, they became part of CBIZ, Inc., a large U.S. provider of financial, insurance, and advisory services.

Angela Nadeau leads CompuData as President and CEO. Jerry Grisko runs CBIZ, Inc. as its President and CEO.

CBIZ CompuData has about 60 employees and makes around $20 million in annual revenue. Their mission is to help organizations deal with technology complexity. They do this by offering tailored solutions in managed cloud, accounting/ERP software, managed IT, and cybersecurity.

In this CBIZ CompuData review, I’m going to highlight some of their key strengths and what you might gain by working with them.

By 2025, CBIZ CompuData earned the status of Sage Diamond Partner, which shows their expertise in Sage ERP/accounting solutions. They also hold Microsoft Partner certifications in Azure Cloud and Modern Work.

The March 2024 acquisition by CBIZ expanded both companies’ reach since CBIZ has over 120 offices across 33 states.

This move strengthened their ability to serve nationwide demand for technology and business services thanks to CompuData’s strong reputation and service offerings.

CBIZ CompuData – Quick Overview
What It Does Provides managed IT, cloud, ERP/accounting, and cybersecurity solutions tailored for small and midsize businesses.
Best For • Small and midsize businesses (10–500 employees)
• Organizations needing end-to-end IT, cloud, and business software management
• Companies requiring advanced accounting/ERP platforms (Sage, Microsoft Dynamics)
• Businesses that need proactive cybersecurity and compliance support
Key Products Managed Cloud Services • Accounting/ERP Software (Sage, Microsoft Dynamics) • Managed IT Services • Cybersecurity Solutions
Pricing Typically $100–$200/user/month for cloud and IT services • ERP implementation custom-quoted ($10,000–$50,000+) • No public free trial but demos/consultations available • Custom pricing based on needs
Standout Features • End-to-end cloud migration and management
• Expert Sage ERP implementation and support
• Proactive IT monitoring and 24/7 support
• Comprehensive cybersecurity including vulnerability assessments and ransomware defense
• Dedicated consulting and user-friendly support
Integrations Microsoft 365 • Sage ERP products • Custom third-party app integrations via APIs
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CBIZ CompuData Solutions

CBIZ CompuData focuses on business technology solutions for small and midsize organizations.

They offer a range of services built to fit your network needs and make technology work better for you.

1. Managed Cloud Services

This service delivers customizable cloud hosting, infrastructure management, and migration help. You can move away from costly on-premises IT setups.

It supports secure and scalable operations, so your business can grow without worrying about IT limits.

2. Accounting/ERP Software Solutions

If you use Sage or Microsoft Dynamics, you’ll like this. CompuData supports implementation and ongoing help for these platforms.

As a Sage Diamond Partner, they have deep expertise, especially around accounting, finance, and operations for SMBs.

3. Managed IT Services

They offer proactive IT management that improves your network’s reliability, efficiency, and security.

This includes help desk support, infrastructure monitoring, and handling vendor relationships so you don’t have to.

4. Cybersecurity Solutions

For security, you get vulnerability assessments, endpoint protection, ransomware defense, and compliance advice.

This is particularly important if your organization must meet strict regulations or handles sensitive information.

Key Integrations

CBIZ CompuData works well with major platforms you likely already use.

  • Microsoft 365 is integrated for productivity, collaboration, and cloud email needs
  • Sage ERP products cover core financials and operations
  • They offer custom integrations with third-party business apps depending on your ERP or cloud platform, using APIs as available

Their main offerings in Managed Cloud and erp software come with consulting, implementation, and ongoing support.

That means you get everything under one roof, so you don’t need to juggle multiple vendors.

CBIZ CompuData Features

1. End-to-End Cloud Management

You can migrate your on-premises systems to the cloud without hassle. CompuData handles infrastructure design, migration, hosting, and ongoing optimization for you.

This setup offers scalability, disaster recovery, and easier remote access, which becomes critical as your teams start working from different locations.

2. Expert ERP Implementation & Support

As a Sage Diamond Partner, CompuData customizes Sage ERP deployments to fit your business processes.

They cover financial management, inventory, project accounting, and custom reporting so your system grows with your business.

3. Proactive IT Monitoring & Maintenance

Their managed IT services help you reduce downtime.

You get automated monitoring, 24/7 support, and patch management to keep technical issues at bay.

4. Advanced Cybersecurity Services

Multi-layered solutions guard you against ransomware, phishing, and unauthorized access.

This includes vulnerability scanning, endpoint detection, managed firewalls, and user training. It’s important for keeping business compliant and secure.

5. User-Friendly Support & Strategic Consulting

A dedicated support team is there to help you with troubleshooting and improving your business processes.

Clients appreciate their hands-on approach, which focuses on building long-term partnerships with your company.

6. Flexible Integrations & API Access

Depending on the ERP or cloud tools you choose, API access is available for integrating third-party apps.

Supported platforms like Microsoft and Sage are known industry standards, making connectivity and workflow automation easier.

7. Business Continuity & Disaster Recovery

CompuData prioritizes strong backup solutions so you can quickly recover your operations if something goes wrong.

You don’t have to worry about losing critical data or downtime during emergencies.

8. Security and Compliance

If you’re in regulated industries such as healthcare, financial services, or nonprofits, CompuData offers compliance assessments and tailored controls.

This expertise helps you meet industry-specific security requirements without extra stress.

CBIZ CompuData features also include mobile apps for platforms like Microsoft 365 and some ERP solutions.

This gives you remote access to key workflows while keeping security top of mind, especially as threats for SMBs continue to grow your business.

CBIZ CompuData Pricing Plans

I know pricing for CBIZ CompuData isn’t openly listed, which makes sense since managed IT, cloud, and ERP solutions usually vary a lot based on your needs. Things like how many users you have and the technology you’re using really change the cost.

From what I’ve seen in similar services, managed cloud pricing usually starts around $100 per user each month. But that can shift depending on how complex your infrastructure is or how much storage and support you need.

It’s similar with their managed IT services. Basic support plans often begin near $150 per user monthly, and if you want more features like cybersecurity or advanced backups, it can go over $200 per user. ERP setups and accounting implementations are even more individually priced, often costing anywhere from $10,000 to over $50,000 to set up initially.

Plan Price & Features
Managed Cloud Services Starting around $100 per user per month
• Infrastructure complexity affects price
• Storage needs influence cost
• Support levels vary pricing
Managed IT Services $150+ per user per month
• Basic support included
• Premium tiers add cybersecurity
• Advanced backups and compliance
ERP/Accounting Implementations Custom pricing
• Setup costs from $10,000 to $50,000+
• Ongoing support based on users and modules
• Tailored to your specific environment
Enterprise & Custom Custom pricing – contact sales
• Unique requirements considered
• Industry regulations factored in
• Dedicated support included

You won’t find a free plan, but you can usually book a no-pressure demo or consultation to check things out. That’s pretty standard for this kind of service.

Since the March 2024 acquisition, there haven’t been clear signs of pricing changes. But integration with other CBIZ services could affect how they bundle and price their offerings down the line.

If you want to get a clearer idea, you can click here to learn more about CBIZ CompuData pricing →.

CBIZ CompuData Alternatives

If you’re exploring CBIZ CompuData alternatives, it helps to see how they stack up against the competition.

I noticed some competitors offer broader IT services but might lack deep ERP or accounting expertise.

CBIZ CompuData really shines because it blends ERP/accounting know-how with solid managed services.

You get a full-stack approach with them, which not all competitors offer. Pricing is competitive when you consider the bundled support you get.

Often, they provide one-stop access to IT, ERP, and cybersecurity, which could simplify your vendor management.

Some larger providers might have more resources, but CBIZ’s hands-on style and focus on Sage and Microsoft ERPs stand out.

That makes it a good fit if you want tight integration between your tech infrastructure and business management tools.

Competitor Their Strengths CBIZ CompuData Advantage
Ntiva National reach, focuses on managed IT, less ERP depth ERP and accounting expertise as a Sage Diamond Partner
Eide Bailly Technology Strong in managed services and accounting Custom cloud and vertical solutions tailored to your needs
SWK Technologies Strong Sage/Microsoft ERP focus, less emphasis on IT and cloud Broader managed services suite covering more ground
All Covered (Konica Minolta) Enterprise IT at scale, less accounting focus Personalized approach focused on SMBs
Aldridge Regional SMB focus with more generic IT services Deep ERP and compliance expertise tailored for your business

CBIZ CompuData offers a compelling blend of technology and business management support.

While some competitors may serve larger clients or focus more on IT, CBIZ’s specialized approach can give you more personalized service.

Overall, it’s worth considering if you want both strong ERP/accounting guidance and reliable managed IT services bundled together.

Who Should Use CBIZ CompuData

1. Small and midsize businesses (SMBs) with 10–500 employees

If your company fits in this size range, CBIZ CompuData can be a great match. They focus on businesses that often don’t have large internal IT teams but still need solid IT, cloud, and software management.

2. Organizations needing end-to-end IT and cloud management

You might find their solutions especially useful if you want someone to handle everything from IT to cloud services and business software. It’s a good fit when you don’t have a big IT department to manage these areas yourself.

3. Companies requiring advanced accounting or ERP platforms

CBIZ CompuData tailors its offerings to industries like nonprofits, financial services, professional services, and healthcare. So, if your accounting or ERP needs are industry-specific and complex, they could fit well with your requirements.

4. Businesses looking for proactive cybersecurity and compliance support

Security and compliance are areas where CBIZ CompuData can add real value. If your company wants to stay ahead of potential risks with expert help, this could be a solid choice.

If your organization has complex needs in accounting, compliance, or cloud infrastructure, CBIZ CompuData can handle those well. On the other hand, if you already have a heavy in-house IT setup or you’re only after the cheapest IT support, you might want to consider other providers that focus purely on basic, commoditized IT services.

Bottom Line

CBIZ CompuData offers a full range of managed IT, cloud, ERP, and cybersecurity services.

I like that they bring strong ERP expertise, especially with Sage, along with proactive support.

They bundle multiple tech services under one roof.

Pricing isn’t very transparent, and they might not suit large enterprises or those needing just basic IT.

If you run a small or midsize business and want a tech partner with real ERP experience, CBIZ CompuData is worth checking out.

I hope this CBIZ CompuData review has helped you.

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