Who publishes this guide, and how it chooses tools
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
What this site covers. Software for running the clients an accounting firm already has: client records, requests, documents, messages, e-signing, invoices and the app clients use. Winning new clients is a different job, covered in a separate guide to CRMs. We keep them apart because “client management” gets used for both, and a sales CRM bought to fix client follow-up solves the wrong problem.
How vendors were chosen. We looked for tools whose own pages describe a client app plus requests or messaging for accounting firms, and kept those with enough sourced facts to fill every column: Canopy, Financial Cents, Karbon, Liscio and TaxDome, plus Firmary. Leaving a tool out isn’t a judgment on it.
How facts are checked. Each fact comes from the vendor’s own page wherever possible, read on 10 Nov 2026, and every one has a numbered note linking the page. We use trade press only where a vendor page doesn’t cover something, and the note says so, as with TaxDome’s November 2026 pricing change.1 “Not listed” means we read the named page and didn’t find the feature. Prices are list prices on the date shown. We report the security attestations vendors state; we haven’t seen the reports.
Our conflict of interest. Firmary competes with every other product here, and we’d like you to choose it. To keep that from bending the pages, Firmary is labeled Ours, gets the same columns as everyone else, and is described only with facts Firmary publishes on firmary.app. Its gaps for client work are stated wherever Firmary is described: no QuickBooks, Xero or tax-software integration, and no client text messaging.2,3 There are no rankings or scores, and the comparison has a section on when another tool is a better fit than Firmary.
Corrections. Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
Every vendor page behind this guide was last read on 10 Nov 2026.
What this site compares
- 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.
- 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.
- Client text messaging
- Two-way SMS with clients from the platform. 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.
- 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.
- How it’s priced
- Per user (seat), per active client, per connected client, or per firm. From the vendor’s pricing page.
- Email in the workflow
- Connecting Gmail or Outlook so client email sits with the client and the work. From the vendor’s product pages.
- 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.
- AI features
- AI features the vendor says are available now, with what they cost; announced or beta features are labeled as such. From the vendor’s pages and dated trade press. Beta and waitlist status is stated.
- API and AI-assistant connections
- A public API, and whether staff or clients can connect AI assistants such as Claude or ChatGPT (for example over MCP). From the vendor’s developer pages and dated announcements.
- 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.
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
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.
- 2
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 3
Firmary Ours
Firmary doesn’t offer client text messaging or calendar scheduling integrations.