# How client management tools for accounting firms compare

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

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

Six tools that run work with a firm's existing clients, on the same seven columns, in alphabetical order. Every cell has a numbered source, checked on 10 Nov 2026. Firmary publishes this site and is labeled Ours. Firmary doesn't integrate with QuickBooks, Xero or tax software, and it has no client text messaging.[^1][^2]

"Not listed" means we read the named vendor page and didn't find the feature there. It isn't a claim that the product can't do it, so ask in the demo.

| Product | Price | Client app or portal | Document requests | E-signing | Invoicing and payments | Client text messaging | QuickBooks and Xero links |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Canopy | As of 10 Nov 2026, Standard $74 and Plus $109 per user per month, billed annually; Enterprise is custom.[^3] | Branded portal on your own domain,[^4] with a client mobile app that's free for clients.[^5] Secure client messaging is labeled Beta.[^6] | Client requests, document checklists and automated reminders.[^7] | On every plan. KBA $1.25 per credit; AI placement of signature fields in beta.[^8] | Invoices with recurring and group billing; clients pay by card at 3.30% + $0.20 or by ACH at 1%, capped at $10.[^9] | Two-way SMS not listed; text appears only as a sign-in verification method.[^10] | QuickBooks Online sync (contacts, invoices, service items and more) and a Xero link for invoices and payments.[^11] |
| Financial Cents | As of 10 Nov 2026, Solo $19 a month for one user; Team $49 and Scale $69 per user per month billed annually ($69 and $89 billed monthly).[^12] Every plan is a 12-month agreement.[^13] | A client follows a magic link, with no username or password.[^14] Secure chat, saved with the client.[^15] Firm branding on Scale and Enterprise only.[^16] | Client tasks with automated text and email reminders; auto follow-ups are listed under Scale.[^17] | On all plans. KBA $1 to $2 each, by package size.[^18] | Fixed-fee, recurring and hourly invoices, card and ACH, autopay, retainers and files locked behind an invoice. Its pricing and billing pages don't list processing rates.[^19] | Automated text reminders for requests; two-way SMS not listed.[^20] | QuickBooks Online two-way sync on every plan.[^21] Xero not listed.[^22] |
| Firmary (Ours) | Not published. Firms join Firmary through a waitlist.[^23][^24] | PocketFirm, with the firm's name and logo: clients review requests, upload, complete forms and message the team.[^25] Runs in a phone or computer browser with nothing to install; a single request can be answered from an emailed link with a one-time code.[^26] Firms choose which tools each client segment sees.[^27] | Requests and forms in PocketFirm.[^25] A submitted form can become a review task with an owner and a due date, linked to the client.[^28] | E-signing is included.[^29] KBA signing is not among Firmary's published features.[^29] | Invoice details and payment status on the client record, with balances across clients. Clients pay through Stripe.[^30] | Not offered. Firmary has no client text messaging.[^2] | Not offered. Firmary connects to no ledger or tax program.[^1] |
| Karbon | As of 10 Nov 2026, Team $59 and Business $89 per user per month billed annually ($79 and $99 billed monthly); Enterprise is custom.[^31] | Karbon for Clients on the web and on iOS and Android, with the firm's logo and colors; the store listing is under the Karbon for Clients name.[^32] | Client requests and uploads on all plans; automatic reminders need Business or Enterprise.[^33] | Sold as credits, from 100 for $100 to 4,000 for $2,000. A KBA request uses 2 credits.[^34] | Recurring billing, autopay and fee surcharges. Standard cards 2.6% + $0.30; ACH 1% + $0.30, max $5.[^35] | Two-way SMS not listed.[^36] | QuickBooks Online Accountant (two-way contacts, one-way invoices) and Xero (contacts, invoices, two-way payments).[^37][^38] |
| Liscio | As of 10 Nov 2026, File Intelligence $19 and Liscio Platform $49 per user per month, billed annually; organizers and tax deliveries $4 to $7 each.[^39][^40] | Your logo and colors on every client screen.[^41] Clients use the Liscio mobile app or web portal, and secure messages sit on the client Timeline.[^42] | Client tasks, requests and due dates. Smart Client Requests open from a secure link with no app or password.[^43] | Listed among Liscio's plan features. KBA is $2 per signer.[^44] | Invoicing and payments not listed on its pricing page.[^45] | Two-way SMS not listed on its pricing page.[^46] | QuickBooks Online and Xero not listed; the integrations page lists OneDrive, Google Drive, Box and SmartVault.[^47] |
| TaxDome | As of 10 Nov 2026, from $1,500 a year for 150 active clients and 20 seats, billed annually.[^48] TaxDome's own example is $4,125 a year at 400 active clients.[^49] | Client app on web, iOS and Android with a white-labeled URL and branded design.[^50] Secure client chats.[^51] An app under the firm's own name in the stores is custom-priced.[^52] | Document request lists show what each client has completed, with automated reminders for tasks, approvals and unpaid invoices.[^53] | E-signatures without a cap, KBA signature requests, and an audit trail certificate for each signed document.[^54] | Invoices, recurring invoices, deposits, buy-now-pay-later and documents locked until paid.[^55] TaxDome Payments: 2.9% + $0.30 per card, 1% per ACH debit, max $10.[^56] | Two-way SMS from the TaxDome account.[^57] | Invoices and payments created in TaxDome sync to QuickBooks Online.[^58] Xero not listed.[^59] |

## Each tool in brief

### Canopy

- Best for: Firms that want the client app on their own domain plus QuickBooks Online and Xero links.[^4][^11]
- Watch out for: Client messaging carries a Beta label, and the trial is arranged through a sales demo.[^6][^60]
- Price: As of 10 Nov 2026, Standard $74 and Plus $109 per user per month, billed annually; Enterprise is custom.[^3]

### Financial Cents

- Best for: Firms whose clients won't keep a password, and bookkeeping firms on QuickBooks Online.[^14][^21]
- Watch out for: The branded portal and automatic client follow-ups are Scale features, at $69 per user per month billed annually.[^16][^61]
- Price: As of 10 Nov 2026, Solo $19 a month for one user; Team $49 and Scale $69 per user per month billed annually ($69 and $89 billed monthly).[^12] Every plan is a 12-month agreement.[^13]

### Firmary (Ours)

- Best for: Firms whose clients won't install an app, and whose ledger and tax software can stay separate.[^26][^62]
- Watch out for: Waitlist only, with no published price.[^24][^23] Firmary has not completed a SOC 2 examination or a third-party security audit.[^63]
- Price: Not published. Firms join Firmary through a waitlist.[^23][^24]

### Karbon

- Best for: Firms that run client conversations through a shared, assignable email inbox.[^64]
- Watch out for: Automatic client reminders need Business, and there's no self-serve trial.[^65][^66]
- Price: As of 10 Nov 2026, Team $59 and Business $89 per user per month billed annually ($79 and $99 billed monthly); Enterprise is custom.[^31]

### Liscio

- Best for: Firms that want a secure layer for messages and files next to tools they already use, including firms leaving FileCabinet CS.[^42][^67]
- Watch out for: Invoicing isn't listed on its pricing page, and neither is a free trial.[^45][^68]
- Price: As of 10 Nov 2026, File Intelligence $19 and Liscio Platform $49 per user per month, billed annually; organizers and tax deliveries $4 to $7 each.[^39][^40]

### TaxDome

- Best for: Firms that want two-way texting and KBA e-signing in the plan, with up to 20 staff seats included.[^57][^54][^48]
- Watch out for: Any login, upload, message or invoice in 12 months makes a client active and billable, and TaxDome says most firms take 6 to 8 weeks to implement.[^69][^70]
- Price: As of 10 Nov 2026, from $1,500 a year for 150 active clients and 20 seats, billed annually.[^48] TaxDome's own example is $4,125 a year at 400 active clients.[^49]

## When another tool is a better fit than Firmary

- **Canopy**: **Your books are in Xero, or you want the client app on your own web address.** Canopy connects to Xero to send invoices and take payments, syncs with QuickBooks Online, and puts its branded portal on a custom domain.[^11][^4] Firmary has no Xero or QuickBooks integration.[^1]
- **Financial Cents**: **You want to start this month, or you keep clients' books in QuickBooks Online.** Financial Cents has a 14-day free trial with no card, and its QuickBooks Online sync moves client records, invoice statuses and payments both ways.[^71][^21] Firmary is waitlist only.[^24]
- **Karbon**: **Your team works out of email.** Karbon lets staff share, assign and comment on client emails from connected inboxes on every plan, and it connects to Xero and QuickBooks Online Accountant.[^64][^38][^37] Connecting staff inboxes isn't among Firmary's published features, and Firmary has no ledger integration.[^29][^1]
- **Liscio**: **You're moving off FileCabinet CS, or you want incoming files read and named for you.** Liscio offers a flat-fee FileCabinet CS migration and says most take 1 to 2 weeks; its File Intelligence classifies and names new files across 274+ document types.[^67][^72] Firmary's import doesn't bring documents across.[^73]
- **TaxDome**: **Your clients text you, or your tax clients sign 8879s with KBA.** TaxDome includes two-way SMS in an inbox shared with email and chat, plus unlimited e-signatures and KBA.[^57][^74][^54] Firmary has no client text messaging,[^2] and KBA is not among its published features.[^29]
- **TaxDome**: **You want an app in the stores under your firm's own name.** TaxDome builds, publishes and maintains a white-labeled app, on custom pricing.[^52] Firmary's PocketFirm is a browser app that clients can add to their home screen.[^26]

## How we compared them

We picked the columns for the work a firm does with clients it already has: what the client uses, how requests and reminders work, signing, payment, texting and the ledger link. Workflow, capacity and sales pipeline are left out on purpose. Each cell comes from the vendor's own pricing, product, help or integrations page, read on 10 Nov 2026, and the numbered note links the exact page. Prices are list prices on that date, before tax and discounts. Firmary's row uses only facts Firmary publishes on firmary.app. Spotted something wrong? Email support@firmary.app and we'll check it and fix the page.

[^1]: 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)
[^2]: 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)
[^3]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^4]: 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)
[^5]: 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)
[^6]: Canopy, "Client portal and secure messaging ... Secure Client Messaging Beta Message clients directly in the client portal, with encryption for added security." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^7]: Canopy, "Automatically nudge clients to complete requests or upload documents." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^8]: Canopy, "$1.25 per KBA credit" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^9]: Canopy, "Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^10]: Canopy, "email, text/SMS, and authenticator apps" https://www.getcanopy.com/accounting-client-portal/ (checked 10 Nov 2026)
[^11]: Canopy, "Sync Canopy and QBO information, including classes, categories, locations, contacts, invoices, and service items. ... Send invoices and accept payments with Xero by syncing your Canopy contacts." https://www.getcanopy.com/integrations/ (checked 10 Nov 2026)
[^12]: 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)
[^13]: 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)
[^14]: 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)
[^15]: Financial Cents, "You can chat with clients securely in the portal, and every conversation is saved with the client, so your team has an audit trail of who spoke to the client, when, and about what." https://financial-cents.com/accounting-client-portal/ (checked 10 Nov 2026)
[^16]: Financial Cents, "Open API Branded client portal Shared email Inbox" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^17]: 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)
[^18]: Financial Cents, "$1–$2 per KBA, depending on package size." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^19]: 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)
[^20]: Financial Cents, "Use automated requests and text / email reminders to get documents faster." https://financial-cents.com/client-tasks/ (checked 10 Nov 2026)
[^21]: 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)
[^22]: Financial Cents, "Import clients, link employees, and sync time logs effortlessly with QuickBooks Online." https://financial-cents.com/apps-and-integrations/ (checked 10 Nov 2026)
[^23]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^24]: 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)
[^25]: 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)
[^26]: 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)
[^27]: Firmary, "Use client groups to determine which tools are available. In Firmary, client groups are called segments. Blueprints: a starting configuration for your type of practice" https://firmary.app/ (checked 10 Nov 2026)
[^28]: 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)
[^29]: 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)
[^30]: 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)
[^31]: 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)
[^32]: 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)
[^33]: Karbon, "Business adds automatic client reminders, task automation, and industry integrations." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^34]: Karbon, "Each eSignature request with knowledge-based authentication uses two credits." 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, "Reach clients effortlessly via email, push notifications, or in-app notifications." https://karbonhq.com/feature/client-portal/ (checked 10 Nov 2026)
[^37]: Karbon, "Two-way contact sync ... Automatic one-way invoice sync" https://karbonhq.com/integrations/intuit-quickbooks-online-accountant/ (checked 10 Nov 2026)
[^38]: 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)
[^39]: Liscio, "$19 per user / month Billed annually per user ... $49 per user / month Billed annually per user" https://liscio.me/pricing (checked 10 Nov 2026)
[^40]: Liscio, "You can send organizers and deliveries any time without a bundle. Each one is $7." https://liscio.me/pricing (checked 10 Nov 2026)
[^41]: Liscio, "Your logo, your colors, your brand — on every screen your clients see." https://liscio.me/features/custom-branding (checked 10 Nov 2026)
[^42]: Liscio, "you and your client message each other inside Liscio, and every message lands on the client Timeline. ... Clients can access Secure Messages through the Liscio mobile app or web portal." https://liscio.me/features/secure-messages (checked 10 Nov 2026)
[^43]: Liscio, "Create professional client requests with your own questions, sections, and conditional logic." https://liscio.me/features/smart-client-requests (checked 10 Nov 2026)
[^44]: Liscio, "Organizers and document collection eSignature Custom branding ... KBA $2 per signer" https://liscio.me/pricing (checked 10 Nov 2026)
[^45]: Liscio, "Two plans, plus organizers and deliveries when you need them." https://liscio.me/pricing (checked 10 Nov 2026)
[^46]: Liscio, "Everything in File Intelligence, plus Email integration (Outlook and Gmail) Client tasks, requests, and due dates Organizers and document collection eSignature Custom branding Onboarding included" https://liscio.me/pricing (checked 10 Nov 2026)
[^47]: Liscio, "A two-way integration: push and pull documents between Liscio and SmartVault." https://liscio.me/integrations (checked 10 Nov 2026)
[^48]: 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)
[^49]: 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)
[^50]: 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)
[^51]: TaxDome, "Secure client chats Real-time messaging, integrated into your workflow." https://taxdome.com/pricing (checked 10 Nov 2026)
[^52]: TaxDome, "A fully branded iOS and Android app with your firm’s name in the App Store and Google Play. TaxDome builds, publishes, and maintains it." https://taxdome.com/add-ons (checked 10 Nov 2026)
[^53]: TaxDome, "Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices." https://taxdome.com/pricing (checked 10 Nov 2026)
[^54]: TaxDome, "Unlimited e-signatures ... IRS-compliant signature requests with KBA." https://taxdome.com/pricing (checked 10 Nov 2026)
[^55]: TaxDome, "Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid." https://taxdome.com/pricing (checked 10 Nov 2026)
[^56]: 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)
[^57]: TaxDome, "Send and receive texts from your TaxDome account." https://taxdome.com/pricing (checked 10 Nov 2026)
[^58]: TaxDome, "Automatically sync all payments and invoices created in TaxDome with your QuickBooks Online account." https://taxdome.com/quickbooks (checked 10 Nov 2026)
[^59]: TaxDome, "QuickBooks Online" https://taxdome.com/integrations (checked 10 Nov 2026)
[^60]: Canopy, "Schedule a demo and talk with a sales representative to set up a trial." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^61]: 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)
[^62]: Firmary, "Firmary replaces the separate tools around client work: portal logins, document requests by email, intake forms, task lists, message threads, proposals, e-signing, and invoicing. Your general ledger and tax preparation software stay where they are." https://firmary.app/ (checked 10 Nov 2026)
[^63]: Firmary, "Firmary has not yet completed a third-party security audit or a SOC 2 examination." https://firmary.app/security/ (checked 10 Nov 2026)
[^64]: Karbon, "Share, assign and comment on emails across your team." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^65]: Karbon, "Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^66]: Karbon, "self-serve free trials are not available" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^67]: Liscio, "Most migrations take 1 to 2 weeks, depending on the size of your" https://liscio.me/filecabinet-cs-file-transfer (checked 10 Nov 2026)
[^68]: Liscio, "Book a tailored demo and we will show File Intelligence on the documents your firm handles most, then help you choose the right plan." https://liscio.me/pricing (checked 10 Nov 2026)
[^69]: 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)
[^70]: TaxDome, "Most firms complete TaxDome implementation in 6–8 weeks." https://taxdome.com/migration-guidance (checked 10 Nov 2026)
[^71]: Financial Cents, "Financial Cents offers a free 14-day trial with no credit card required." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^72]: Liscio, "When a document falls outside what it recognizes, it flags it for review rather than guessing." https://liscio.me/features/file-intelligence (checked 10 Nov 2026)
[^73]: Firmary, "You can import clients, tasks, and time entries from CSV files. ... Importing clients doesn't invite them. Documents, messages, engagements, and billing history aren't imported." https://firmary.app/ (checked 10 Nov 2026)
[^74]: TaxDome, "Email, SMS, and chat in one secure inbox." https://taxdome.com/pricing (checked 10 Nov 2026)