How client management tools for accounting firms compare
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.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| 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 | 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 | 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 | |||
| Firmary OursWaitlist | 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 | 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 | |
| Liscio | 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 | 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 | Two-way SMS from the TaxDome account.57 |
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.4,11 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.21,71 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.37,38,64 Connecting staff inboxes isn’t among Firmary’s published features, and Firmary has no ledger integration.1,29
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.54,57,74 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.
What each column means
- 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.
- 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.
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
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 2
Firmary Ours
Firmary doesn’t offer client text messaging or calendar scheduling integrations.
- 3
Canopy
Standard $74 user/month ... Plus $109 user/month
- 4
Canopy
Secure portal customized with your firm’s branding. ... Use your own domain for the client portal.
- 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.
- 6
Canopy
Client portal and secure messaging ... Secure Client Messaging Beta Message clients directly in the client portal, with encryption for added security.
- 7
Canopy
Automatically nudge clients to complete requests or upload documents.
- 8
Canopy
$1.25 per KBA credit
- 9
Canopy
Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)
- 10
Canopy
email, text/SMS, and authenticator apps
- 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.
- 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)
- 13
Financial Cents
All plans are a 12-month agreement. ... Minimum 5 users required for monthly billing.
- 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
- 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.
- 16
Financial Cents
Open API Branded client portal Shared email Inbox
- 17
Financial Cents
Financial Cents will send automated text and email reminders until your client completes the request.
- 18
Financial Cents
$1–$2 per KBA, depending on package size.
- 19
Financial Cents
clients can pay however they prefer, thanks to our flexible payment options, including card and ACH payments.
- 20
Financial Cents
Use automated requests and text / email reminders to get documents faster.
- 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.
- 22
Financial Cents
Import clients, link employees, and sync time logs effortlessly with QuickBooks Online.
- 23
Firmary Ours
Firmary’s pricing isn’t published.
- 24
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
- 25
Firmary Ours
Clients review requests, upload documents, complete forms and message the firm in PocketFirm, which carries the firm’s name and logo.
- 26
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.
- 27
Firmary Ours
Firms choose which PocketFirm tools each client group sees (Firmary calls client groups segments), starting from a blueprint for their type of practice.
- 28
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.
- 29
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.
- 30
Firmary Ours
Invoice details and payment status stay with the client record, with outstanding balances across clients. Clients pay invoices through Stripe.
- 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
- 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
- 33
Karbon
Business adds automatic client reminders, task automation, and industry integrations.
- 34
Karbon
Each eSignature request with knowledge-based authentication uses two credits.
- 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
Reach clients effortlessly via email, push notifications, or in-app notifications.
- 37
Karbon
Two-way contact sync ... Automatic one-way invoice sync
- 38
Karbon
Karbon invoices will be synced to Xero, and payments collected from either system will be auto-synced with the other.
- 39
Liscio
$19 per user / month Billed annually per user ... $49 per user / month Billed annually per user
- 40
Liscio
You can send organizers and deliveries any time without a bundle. Each one is $7.
- 41
Liscio
Your logo, your colors, your brand — on every screen your clients see.
- 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.
- 43
Liscio
Create professional client requests with your own questions, sections, and conditional logic.
- 44
Liscio
Organizers and document collection eSignature Custom branding ... KBA $2 per signer
- 45
Liscio
Two plans, plus organizers and deliveries when you need them.
- 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
- 47
Liscio
A two-way integration: push and pull documents between Liscio and SmartVault.
- 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.
- 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)
- 50
TaxDome
Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm.
- 51
TaxDome
Secure client chats Real-time messaging, integrated into your workflow.
- 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.
- 53
TaxDome
Send required documents, track completion. ... Reminders for tasks, approvals, and unpaid invoices.
- 54
TaxDome
Unlimited e-signatures ... IRS-compliant signature requests with KBA.
- 55
TaxDome
Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid.
- 56
TaxDome (help)
Cards & wallets: 2.9% + $0.30 per transaction ... ACH debit: 1% per transaction (maximum $10)
- 57
TaxDome
Send and receive texts from your TaxDome account.
- 58
TaxDome
Automatically sync all payments and invoices created in TaxDome with your QuickBooks Online account.
- 59
TaxDome
QuickBooks Online
- 60
Canopy
Schedule a demo and talk with a sales representative to set up a trial.
- 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
- 62
Firmary Ours
Firmary replaces the separate tools around client work (portal logins, emailed document requests, intake forms, task lists, message threads, proposals, e-signing and invoicing); the general ledger and tax software stay where they are.
- 63
Firmary Ours
Firmary has not completed a SOC 2 examination or a third-party security audit.
- 64
Karbon
Share, assign and comment on emails across your team.
- 65
Karbon
Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations
- 66
Karbon
self-serve free trials are not available
- 67
Liscio
Most migrations take 1 to 2 weeks, depending on the size of your
- 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.
- 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.
- 70
TaxDome
Most firms complete TaxDome implementation in 6–8 weeks.
- 71
Financial Cents
Financial Cents offers a free 14-day trial with no credit card required.
- 72
Liscio
When a document falls outside what it recognizes, it flags it for review rather than guessing.
- 73
Firmary Ours
Firms import clients, tasks and time entries from CSV, review the rows before anything is created, and inviting clients is a separate step. Documents, messages, engagements and billing history aren’t imported.
- 74
TaxDome
Email, SMS, and chat in one secure inbox.