# Who publishes this explainer, and how facts are checked

Source: https://accountingpracticemanagementsoftware.pages.dev/about/

> Firmary publishes this site and makes Firmary, one of the products below. It's labeled "Ours" wherever it appears.

This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.

**What this site is for.** It explains accounting practice management software to the owner of a 2 to 20 person US CPA, tax or bookkeeping firm: what the software does, what it replaces, how the two common pricing models work, and how to choose. It doesn't rank tools or pick one for you. A separate shortlist site, also ours, matches tools to kinds of firm.

**How the tools were chosen.** The six tools were picked when the site was planned, as practice management tools a small US firm is likely to compare. Each stayed only because its own pages gave enough dated facts to fill every column of the coverage map. They appear in alphabetical order everywhere.

**How facts are checked.** Every product fact comes from the vendor's own pricing, product or help pages, read on 10 Nov 2026, with a numbered note linking to the page. Where a vendor's page was silent, we used dated trade press and say so in the note. If a page doesn't mention a feature, we write "not listed", which isn't the same as "doesn't have". Firmary's facts come only from firmary.app, and features that aren't live yet are left out or marked as not offered today.

**Our conflict of interest.** We make Firmary and would like you to choose it. That's why it is labeled "Ours", sits in the same columns as everyone else, and has its own section on when another tool fits better. There are no ratings, scores or rankings on this site.

**Corrections.** Spotted something wrong or out of date? Email support@firmary.app and we'll check it and fix the page.

We last read every vendor page cited on this explainer on 10 Nov 2026.

## What this site compares

- **How it's priced**: Per user (seat), per active client, per connected client, or per firm. From the vendor's pricing page.
- **Price**: The public list price, the unit it's charged on, and how it's billed. Read from the vendor's own pricing page on the date shown. If no price is published, we say so.
- **Client app or portal**: Where clients log in to answer requests, upload files, sign and pay; whether it carries the firm's brand and has a mobile app. From the vendor's product or pricing pages.
- **Document requests**: Asking clients for specific files, tracking what's outstanding, and reminding them automatically. From the vendor's product or help pages.
- **E-signing**: Built-in electronic signatures, including knowledge-based authentication (KBA) where tax forms such as 8879 need it. From the vendor's product, pricing or help pages.
- **Proposals and engagement letters**: Sending a priced proposal or engagement letter the client signs, ideally starting billing. From the vendor's product or pricing pages.
- **Invoicing and payments**: Invoices, card and ACH payments, autopay and recurring billing, and the stated processing fees. From the vendor's pricing or payments pages.
- **Recurring work and checklists**: Templates for repeating jobs (monthly close, quarterly estimates, returns) with due dates, statuses and assignees. From the vendor's product or pricing pages.
- **Time, budgets and capacity**: Time tracking, budgets against actuals, and seeing who has room for more work. From the vendor's product or pricing pages.
- **QuickBooks and Xero links**: A built-in integration with QuickBooks Online or Xero, and what it syncs. From the vendor's integrations page.
- **Tax software links**: A built-in integration with tax preparation software (for example Drake, Lacerte, UltraTax, CCH Axcess, ProConnect). From the vendor's integrations page.
- **Switching and onboarding**: What the vendor says about moving in: imports, migration help, stated onboarding time, and what it costs. From the vendor's migration or implementation pages.
- **Getting your data out**: What you can export, in what format, if you leave. From the vendor's help or product pages. If nothing is published, we say so.
- **Security attestations**: Independent audits the vendor says it holds, such as SOC 2 Type II, as the vendor states them. From the vendor's security or trust page. We report what the vendor says; we didn't see the reports.