What six practice management tools cover, job by job
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.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| 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 | 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 | 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 | ||
| Firmary OursWaitlist | Not published.18 | 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 | ||||
| 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 | |
| TaxDome | 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 | Workflow templates for tax, bookkeeping and CAS, with custom job statuses.46 |
Each tool in brief
Financial Cents
Firmary Ours
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.32,33,58
- 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
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.
What each column means
- How it’s priced
- Per user (seat), per active client, per connected client, or per firm. From the vendor’s pricing page.
- 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.
Join the Firmary waitlist
Firms join the Firmary waitlist and are emailed when they can join.
Sources
Each product fact on this page links to a numbered source. Quotes are copied as the page’s text reads on the date shown, spacing included.
- 1
Canopy
Starting at $34 credit/client annual billing; volume discounts available ... $10 connected client/month annual billing; first 5 connections included
- 2
Canopy
Secure portal customized with your firm’s branding. ... Use your own domain for the client portal.
- 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.
- 4
Canopy
Automatically nudge clients to complete requests or upload documents.
- 5
Canopy
$1.25 per KBA credit
- 6
Canopy
Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work.
- 7
Canopy
Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)
- 8
Canopy
Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists
- 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.
- 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
- 11
Financial Cents
Open API Branded client portal Shared email Inbox
- 12
Financial Cents
Financial Cents will send automated text and email reminders until your client completes the request.
- 13
Financial Cents
$1–$2 per KBA, depending on package size.
- 14
Financial Cents
Proposals & engagement letters
- 15
Financial Cents
clients can pay however they prefer, thanks to our flexible payment options, including card and ACH payments.
- 16
Financial Cents
Includes Workflow and to-do lists ... Everything in Team Plan , plus
- 17
Financial Cents
400+ templates built for accounting firms just like you
- 18
Firmary Ours
Firmary’s pricing isn’t published.
- 19
Firmary Ours
Clients review requests, upload documents, complete forms and message the firm in PocketFirm, which carries the firm’s name and logo.
- 20
Firmary Ours
Clients use PocketFirm in a web browser on a computer or phone and can add it to the home screen; no app install. For a single request, a client can answer from an emailed link after entering a one-time code, without signing in.
- 21
Firmary Ours
Firmary covers client requests and documents, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking, with PocketFirm as the client side.
- 22
Firmary Ours
Firms define their services, send a proposal, and keep the accepted agreement with the engagement it starts.
- 23
Firmary Ours
Invoice details and payment status stay with the client record, with outstanding balances across clients. Clients pay invoices through Stripe.
- 24
Firmary Ours
When a client submits a form, Firmary can assign the review: the firm chooses who reviews it and when it’s due, and the task links to the client and can include the form’s answers.
- 25
Jetpack Workflow
Unlimited projects & clients
- 26
Jetpack Workflow
Jetpack Workflow is a workflow tool, not an all-in-one practice management suite.
- 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.
- 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.
- 29
Jetpack Workflow
Set tasks and projects to repeat daily, weekly, monthly, or yearly.
- 30
Karbon
Karbon is priced per user. ... Your client count and document volume do not determine the subscription price.
- 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
- 32
Karbon
Business adds automatic client reminders, task automation, and industry integrations.
- 33
Karbon
Each eSignature request with knowledge-based authentication uses two credits.
- 34
Karbon
Team includes core workflow, email, collaboration, time and budgets, billing, payments, and Engagements.
- 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)
- 36
Karbon
Assign tasks, create work from templates, schedule jobs, and view dashboards.
- 37
Karbon
Work Templates 40 75 Unlimited
- 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.
- 39
TaxDome (press)
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.
- 40
TaxDome
Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm.
- 41
TaxDome
Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices.
- 42
TaxDome
Unlimited e-signatures ... IRS-compliant signature requests with KBA.
- 43
TaxDome
Proposals and engagement letters ... Up to 3 tiers for clients to pick from.
- 44
TaxDome
Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid.
- 45
TaxDome (help)
Cards & wallets: 2.9% + $0.30 per transaction ... ACH debit: 1% per transaction (maximum $10)
- 46
TaxDome
End-to-end processes for tax, bookkeeping, and CAS.
- 47
Canopy
20 years of transcripts, quick and easy
- 48
Canopy
Standard $74 user/month ... Plus $109 user/month
- 49
Canopy
Schedule a demo and talk with a sales representative to set up a trial.
- 50
Canopy
COMING SOON Premium Built to scale for the autonomous firm $149
- 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.
- 52
Financial Cents
All plans are a 12-month agreement. ... Minimum 5 users required for monthly billing.
- 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
- 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)
- 55
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
- 56
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 57
Jetpack Workflow
**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually.
- 58
Karbon
Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations
- 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
- 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.
- 61
TaxDome
Available for $200 per month.
- 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.
- 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)
- 64
Financial Cents
Financial Cents offers a free 14-day trial with no credit card required.
- 65
Karbon
Karbon invoices will be synced to Xero, and payments collected from either system will be auto-synced with the other.
- 66
Karbon
Karbon’s web application product is SOC 2 Type 2 certified.
- 67
Firmary Ours
Firmary has not completed a SOC 2 examination or a third-party security audit.
- 68
TaxDome
Collect tax data with customizable, compliant templates.