# What six practice management tools cover, job by job

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

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

Read across a row to see which jobs one tool covers, or down a column to see how the six handle one job. Each cell reports what the vendor's own pages list, and names the plan when a feature isn't on every plan. A feature missing from a vendor's pages isn't proof it doesn't exist, so cells say "not listed" where that's all the pages tell us. Every price is the list price on 10 Nov 2026. This page maps coverage only; for which tool fits which kind of firm, see [the shortlist by firm type](https://bestaccountingpracticemanagementsoftware.pages.dev/).

| Product | How it's priced | Client app or portal | Document requests | E-signing | Proposals and engagement letters | Invoicing and payments | Recurring work and checklists |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Canopy | Per user. Add-ons for tax workflow automation and close automation are priced per client.[^1] | Branded, on your own domain,[^2] with a client mobile app.[^3] | Requests, document checklists and automatic reminders.[^4] | On every plan. KBA is $1.25 per credit.[^5] | Branded proposals and engagement letters; a signed engagement can create tasks and invoices.[^6] | Invoicing, recurring and group billing. Cards 3.30% + $0.20, ACH 1% capped at $10.[^7] | Every plan has recurring task logic and a scheduler.[^8] |
| Financial Cents | Per user. The Month-End Close add-on is $5 per client per month.[^9] | Clients sign in from a magic link, with no username or password to create.[^10] Firm branding starts on Scale.[^11] | Client tasks with automated text and email reminders; the pricing page lists auto follow-ups for client tasks on Scale.[^12] | On every plan. KBA costs $1 to $2 each, by package size.[^13] | On every plan, Solo included.[^14] | Fixed-fee, recurring and hourly invoices, card and ACH, retainers. Processing rates aren't listed on its pricing or billing pages.[^15] | Workflows and to-do lists on every plan, and a library of 400+ templates.[^16][^17] |
| Firmary (Ours) | Not published.[^18] | PocketFirm, which carries the firm's name and logo. Clients use it in a phone or computer browser, with no app to install.[^19][^20] | Clients review requests and upload documents in PocketFirm. For a single request they can answer from an emailed link after entering a one-time code.[^19][^20] | E-signing is included.[^21] KBA is not among Firmary's published features.[^21] | Define services, send a proposal, and keep the accepted agreement with the engagement it starts.[^22] | Invoices and payment status on the client record; clients pay through Stripe.[^23] | Tasks with an owner and a due date, for example the review of a form a client submits.[^24] Scheduled repeating jobs are not offered today.[^21] |
| Jetpack Workflow | Per user, with unlimited clients and projects on every plan.[^25] | Not listed. The vendor says firms that need one pair Jetpack with another tool.[^26] | Document management isn't listed; the vendor points firms that need it to other tools.[^27] | Not among its listed features.[^28] | Not among its listed features.[^28] | None. The vendor says it doesn't handle billing or invoicing.[^27] | The core of the product: templates applied in one click, repeating daily to yearly, with every due date tracked.[^29] |
| Karbon | Per user. Client count and document volume don't change the price.[^30] | Karbon for Clients, on the web and as an iOS and Android app from the stores. Firms add their logo and colors.[^31] | Requests and uploads on every plan; automatic client reminders from Business.[^32] | Bought as credits, from 100 for $100 to 4,000 for $2,000. A KBA request uses two credits.[^33] | Karbon Engagements on every plan, with upfront payment collection.[^34] | Recurring billing and autopay. Standard cards 2.6% + $0.30, ACH 1% + $0.30 (maximum $5).[^35] | Work templates and scheduled recurring jobs on every plan; Team allows 40 templates.[^36][^37] |
| TaxDome | Per active client since 2 Nov 2026 for new firms; existing firms move at their first renewal on or after 1 Jan 2027.[^38][^39] | Client app on web, iOS and Android with a white-labeled URL; an app under the firm's own name is a paid add-on.[^40] | Request lists that track completion, plus automated reminders for tasks, approvals and unpaid invoices.[^41] | Unlimited e-signatures, KBA signature requests and audit trail certificates.[^42] | Proposals and engagement letters with up to three service-package tiers.[^43] | Invoices, recurring invoices and deposits; documents can stay locked until paid. Cards 2.9% + $0.30, ACH 1% (maximum $10).[^44][^45] | Workflow templates for tax, bookkeeping and CAS, with custom job statuses.[^46] |

## Each tool in brief

### Canopy

- Best for: Tax practices that also take on IRS resolution work, through the Tax Resolution add-on at $50 per user per month, billed annually.[^47]
- Watch out for: The highest published entry-plan price per user of the tools here, and a trial only through a sales demo.[^48][^49]
- Price: Standard $74 and Plus $109 per user per month, billed annually; Premium ($149) is marked coming soon; Enterprise is custom, as of 10 Nov 2026.[^48][^50]

### Financial Cents

- Best for: Firms on QuickBooks Online, which syncs with Financial Cents on every plan.[^51]
- Watch out for: Every plan is a 12-month agreement, and automatic client follow-ups need Scale.[^52][^53]
- Price: Solo $19 a month for one user; Team $49 and Scale $69 per user per month, billed annually; Enterprise is custom, as of 10 Nov 2026.[^54]

### Firmary (Ours)

- Best for: Firms whose clients won't keep another login, since a client can answer a single request from an emailed link after entering a one-time code.[^20]
- Watch out for: Waitlist only, no published price, and no QuickBooks, Xero or tax-software integration.[^55][^18][^56]
- Price: Not published. Firms join Firmary through a waitlist.[^18][^55]

### Jetpack Workflow

- Best for: Firms that want recurring work tracked and are content to keep billing, a client portal and documents in tools they already pay for.[^28]
- Watch out for: By the vendor's own account, billing, a client portal and document management stay in other tools, so expect to keep paying for those.[^27]
- Price: Starter $40 and Premium $50 per user per month billed annually ($49 and $59 billed monthly); Enterprise is custom, as of 10 Nov 2026.[^57]

### Karbon

- Best for: Firms that want proposals with upfront payment collection and scheduled recurring jobs on the entry plan.[^34][^36]
- Watch out for: Automatic client reminders need Business, at $89 per user per month billed annually, and e-signatures are bought separately as credits.[^32][^58][^33]
- Price: Team $59 and Business $89 per user per month billed annually ($79 and $99 billed monthly); Enterprise is custom, as of 10 Nov 2026.[^59]

### TaxDome

- Best for: Firms that want every job on this map in one plan, including unlimited e-signatures and KBA.[^60][^42]
- Watch out for: The $1,500 minimum applies below 150 active clients, and AI document tagging and the API need a $200-a-month add-on.[^60][^61][^62]
- Price: One plan from $1,500 a year for 150 active clients and 20 seats, billed annually; TaxDome's own examples are $4,125 a year for 400 active clients and $9,000 for 1,000, as of 10 Nov 2026.[^60][^63]

## When another tool is a better fit than Firmary

- **Canopy**: You resolve IRS problems for clients. Canopy's Tax Resolution add-on pulls 20 years of transcripts, tracks notices and fills in more than 200 federal and state forms.[^47] Firmary's own list of what it covers has no tax-resolution tools,[^21] and it doesn't integrate with tax software.[^56]
- **Financial Cents**: You want to try a product this week. Financial Cents offers a 14-day trial with no credit card.[^64] Firmary has no self-serve sign-up; firms join a waitlist and are emailed when they can start.[^55]
- **Jetpack Workflow**: Your main need is scheduling repeating jobs, such as monthly closes and quarterly estimates, across the year. That is what Jetpack Workflow is built for.[^29] Firmary doesn't offer scheduled repeating jobs today.[^21]
- **Karbon**: Your bookkeeping clients are on Xero, or a client or insurer asks for a SOC 2 report. Karbon syncs invoices and payments with Xero and states it holds SOC 2 Type 2.[^65][^66] Firmary has no Xero integration and has not completed a SOC 2 examination.[^56][^67]
- **TaxDome**: You need to be running before tax season, with Form 8879 signed using KBA. TaxDome includes unlimited e-signatures, KBA and tax organizers in its plan.[^42][^68] Firmary is waitlist-only,[^55] and KBA is not among Firmary's published features.[^21]

## How we compared them

The columns are the jobs a firm hands to practice management software, plus the pricing unit, because the unit decides how the bill grows. The six tools are the ones this site was planned around; each stayed because its own pages gave enough facts to fill every column. Every cell comes from the vendor's pricing, product or help pages, read on 10 Nov 2026, except one pricing-change cell that cites dated trade press and says so in its note. Each note links to its page. We report what vendors say. We didn't test the products, and where a page marks a feature as beta, coming soon or limited to a higher plan, the cell says so. Firmary is ours, and its row uses the same columns and only facts from firmary.app.

[^1]: Canopy, "Starting at $34 credit/client annual billing; volume discounts available ... $10 connected client/month annual billing; first 5 connections included" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^2]: Canopy, "Secure portal customized with your firm’s branding. ... Use your own domain for the client portal." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^3]: Canopy, "If your client has a thumb or a face, they can log in to the app. ... Canopy’s Client Portal is free for your clients." https://www.getcanopy.com/client-portal/ (checked 10 Nov 2026)
[^4]: Canopy, "Automatically nudge clients to complete requests or upload documents." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^5]: Canopy, "$1.25 per KBA credit" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^6]: Canopy, "Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^7]: Canopy, "Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^8]: Canopy, "Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^9]: Financial Cents, "Financial Cents pricing is per user. ... Month-End close, our tool for managing uncategorized transactions, is an add-on for $5/month per client, billed annually." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^10]: Financial Cents, "With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password" https://financial-cents.com/accounting-client-portal/ (checked 10 Nov 2026)
[^11]: Financial Cents, "Open API Branded client portal Shared email Inbox" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^12]: Financial Cents, "Financial Cents will send automated text and email reminders until your client completes the request." https://financial-cents.com/client-tasks/ (checked 10 Nov 2026)
[^13]: Financial Cents, "$1–$2 per KBA, depending on package size." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^14]: Financial Cents, "Proposals & engagement letters" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^15]: Financial Cents, "clients can pay however they prefer, thanks to our flexible payment options, including card and ACH payments." https://financial-cents.com/billing/ (checked 10 Nov 2026)
[^16]: Financial Cents, "Includes Workflow and to-do lists ... Everything in Team Plan , plus" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^17]: Financial Cents, "400+ templates built for accounting firms just like you" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^18]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^19]: Firmary, "Clients can review requests, upload documents, complete forms, and message your team in PocketFirm, which carries your firm's name and logo." https://firmary.app/ (checked 10 Nov 2026)
[^20]: Firmary, "Clients use PocketFirm in a web browser on a computer or phone, and can add it to their phone's home screen. ... For a single request, a client can also respond from an emailed link after entering a one-time code, without signing in to PocketFirm." https://firmary.app/ (checked 10 Nov 2026)
[^21]: Firmary, "PocketFirm, the client portal that carries the firm's branding (pocketfirm.app), document requests, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^22]: Firmary, "Define the services you offer, send a proposal, and keep the accepted agreement with the engagement it starts." https://firmary.app/ (checked 10 Nov 2026)
[^23]: Firmary, "Keep invoice details and payment status with the client record, and review outstanding balances across your clients. ... Clients pay invoices through Stripe." https://firmary.app/ (checked 10 Nov 2026)
[^24]: Firmary, "Choose who reviews the submission and when it is due. The resulting task links to the client and can include answers from the submitted form." https://firmary.app/ (checked 10 Nov 2026)
[^25]: Jetpack Workflow, "Unlimited projects & clients" https://jetpackworkflow.com/pricing/ (checked 10 Nov 2026)
[^26]: Jetpack Workflow, "Jetpack Workflow is a workflow tool, not an all-in-one practice management suite." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^27]: Jetpack Workflow, "Firms that need billing, a client portal or document management either pair Jetpack Workflow with the tools they already use, or choose a broader platform." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^28]: Jetpack Workflow, "Jetpack Workflow is a workflow tool, not an all-in-one practice management suite. ... This is deliberate: the trade is depth in recurring work and speed of setup, instead of breadth." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^29]: Jetpack Workflow, "Set tasks and projects to repeat daily, weekly, monthly, or yearly." https://jetpackworkflow.com/how-it-works/ (checked 10 Nov 2026)
[^30]: Karbon, "Karbon is priced per user. ... Your client count and document volume do not determine the subscription price." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^31]: Karbon, "Clients can download the Karbon for Clients app from the Google Play Store or App Store for mobile access. ... You can add your firm's logo and colors to the client portal" https://karbonhq.com/feature/client-portal/ (checked 10 Nov 2026)
[^32]: Karbon, "Business adds automatic client reminders, task automation, and industry integrations." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^33]: Karbon, "Each eSignature request with knowledge-based authentication uses two credits." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^34]: Karbon, "Team includes core workflow, email, collaboration, time and budgets, billing, payments, and Engagements." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^35]: Karbon, "Standard Cards Most standard Visa/Mastercard credit and debit cards 2.6% + $0.30 ... ACH Direct Debit 1% + $0.30 (max $5.00)" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^36]: Karbon, "Assign tasks, create work from templates, schedule jobs, and view dashboards." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^37]: Karbon, "Work Templates 40 75 Unlimited" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^38]: TaxDome, "An active client is a client with any activity in the past 12 months, such as logging in, uploading documents, sending messages, or receiving an invoice. Contacts without activity cost nothing." https://taxdome.com/pricing (checked 10 Nov 2026)
[^39]: TaxDome, "Firms that signed up before Nov. 2, 2026 can still pay per seat, based on plan tier, and their plan and price stay the same until the first renewal on or after Jan. 1, 2027." https://www.accountingtoday.com/news/taxdome-switches-from-per-seat-to-per-client-pricing (checked 10 Nov 2026)
[^40]: TaxDome, "Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm." https://taxdome.com/pricing (checked 10 Nov 2026)
[^41]: TaxDome, "Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices." https://taxdome.com/pricing (checked 10 Nov 2026)
[^42]: TaxDome, "Unlimited e-signatures ... IRS-compliant signature requests with KBA." https://taxdome.com/pricing (checked 10 Nov 2026)
[^43]: TaxDome, "Proposals and engagement letters ... Up to 3 tiers for clients to pick from." https://taxdome.com/pricing (checked 10 Nov 2026)
[^44]: TaxDome, "Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid." https://taxdome.com/pricing (checked 10 Nov 2026)
[^45]: TaxDome, "Cards & wallets: 2.9% + $0.30 per transaction ... ACH debit: 1% per transaction (maximum $10)" https://help.taxdome.com/article/1781-taxdome-payments (checked 10 Nov 2026)
[^46]: TaxDome, "End-to-end processes for tax, bookkeeping, and CAS." https://taxdome.com/pricing (checked 10 Nov 2026)
[^47]: Canopy, "20 years of transcripts, quick and easy" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^48]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^49]: Canopy, "Schedule a demo and talk with a sales representative to set up a trial." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^50]: Canopy, "COMING SOON Premium Built to scale for the autonomous firm $149" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^51]: Financial Cents, "Our two-way QuickBooks Online sync keeps your accounting data up to date by ensuring that client records, invoice statuses, and payment details are automatically reflected in both systems." https://financial-cents.com/billing/ (checked 10 Nov 2026)
[^52]: Financial Cents, "All plans are a 12-month agreement. ... Minimum 5 users required for monthly billing." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^53]: Financial Cents, "Everything in Team Plan, plus Auto-follow ups for client tasks Customize client task emails Task dependencies Auto-send email updates Auto-create work" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^54]: Financial Cents, "Solo ($19/mo annual) – Best for single-user firms. Team ($49/mo annual, $69/mo monthly) ... Scale ($69/mo annual, $89/mo monthly)" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^55]: Firmary, "Firms join the waitlist at https://firmary.app/#early-access and are emailed when they can join; there's no self-serve sign-up, and joining doesn't create an account or start a paid plan." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^56]: Firmary, "What not to say: ... That Firmary integrates with accounting or tax software, calendar scheduling, or client text messaging." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^57]: Jetpack Workflow, "**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^58]: Karbon, "Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^59]: Karbon, "Team$59/month, per user, paid annually Or $79/month per user, paid monthly ... Business$89/month, per user, paid annually Or $99/month per user, paid monthly" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^60]: TaxDome, "Pricing starts at 150 active clients, which is $1,500 a year, or about $0.83 per client a month. That minimum applies even if you have fewer than 150 active clients." https://taxdome.com/pricing (checked 10 Nov 2026)
[^61]: TaxDome, "Available for $200 per month." https://taxdome.com/add-ons (checked 10 Nov 2026)
[^62]: TaxDome, "Yes, with the TaxDome AI add-on. The open Model Context Protocol (MCP) connector lets your AI tool read and act on TaxDome data directly." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^63]: TaxDome, "Clients beyond 150 are priced in volume bands, from $15 each on their own down to $5 each in the largest band. ... 400 active clients: $4,125 per year ($0.86 per client a month)" https://taxdome.com/pricing (checked 10 Nov 2026)
[^64]: Financial Cents, "Financial Cents offers a free 14-day trial with no credit card required." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^65]: Karbon, "Karbon invoices will be synced to Xero, and payments collected from either system will be auto-synced with the other." https://karbonhq.com/integrations/xero/ (checked 10 Nov 2026)
[^66]: Karbon, "Karbon’s web application product is SOC 2 Type 2 certified." https://karbonhq.com/security/ (checked 10 Nov 2026)
[^67]: Firmary, "Firmary has not yet completed a third-party security audit or a SOC 2 examination." https://firmary.app/security/ (checked 10 Nov 2026)
[^68]: TaxDome, "Collect tax data with customizable, compliant templates." https://taxdome.com/pricing (checked 10 Nov 2026)