Published by Firmary, which makes one of the products listed here. How we choose

Client management software for accounting firms

Questions owners ask about client management software

Each answer stands on its own and cites the vendor page it relies on, checked on 10 Nov 2026. Firmary publishes this site and appears in some answers, labeled as ours where it does. Firmary doesn’t integrate with QuickBooks, Xero or tax software, and has no client text messaging.1,2

What is client management software for accounting firms?

Client management software for accounting firms runs the work with clients a firm already serves. It holds each client’s record, document requests, secure messages, e-signatures and invoices, and gives clients an app or link to respond. Canopy, Financial Cents, Karbon, Liscio and TaxDome all work in this category, as does Firmary, which publishes this site.

How is client management software different from a CRM?

A sales CRM tracks people who aren’t clients yet: leads, a pipeline and proposals awaiting signature. Client management software takes over once the engagement letter is signed and handles requests, documents, messages and billing for years after. For the earlier job, see our guide to CRMs that help accounting firms win clients.

Do clients need to install an app?

Clients of an accounting firm don’t always need an app. Canopy, Karbon, Liscio and TaxDome offer client mobile apps,3–6 and TaxDome will publish one under your firm’s name on custom pricing.7 Firmary’s PocketFirm runs in a phone or computer browser, and clients can add it to their home screen.8

Can clients answer a request without a password?

Yes, in several client management tools. Financial Cents clients use a magic link, with no password to create.9 Firmary lets a client respond to one request from an emailed link once they enter a one-time code.8 Liscio’s Smart Client Requests open from a secure link with no password.10

Which client management tools can text clients?

As of 10 Nov 2026, two-way SMS isn’t listed on Canopy’s, Karbon’s or Liscio’s pages.11–13 Financial Cents sends automated text reminders for requests, though two-way texting isn’t on its pricing page.14 Firmary has no client text messaging.2 TaxDome lists two-way SMS from the TaxDome account.15

Which tools sync with QuickBooks Online or Xero?

Canopy and Karbon list both QuickBooks Online and Xero integrations.16–18 Financial Cents and TaxDome list QuickBooks Online but not Xero, as of 10 Nov 2026.19–22 Firmary, which publishes this guide, doesn’t integrate with any ledger or tax software.1 Liscio’s integrations page lists neither ledger.23

How much does client management software cost a small firm?

For a 6-person firm at list price on 10 Nov 2026, billed annually: $5,328 a year on Canopy Standard, $4,968 on Financial Cents Scale, $6,408 on Karbon Business and $3,528 on Liscio Platform.24–27 TaxDome charges by active client instead, $4,125 a year at 400.28 Firmary’s pricing isn’t published.29

Is KBA e-signing for Form 8879 included?

KBA for Form 8879 is included on some tools only. Canopy charges $1.25 per KBA credit,30 Financial Cents $1 to $2 depending on package size,31 and Liscio $2 per signer.32 Karbon sells e-signature credits in bundles, and one KBA request uses two credits.33 TaxDome’s plan lists KBA alongside unlimited e-signatures.34 Prices are list prices on 10 Nov 2026.

What do client card payments cost in fees?

Published card rates as of 10 Nov 2026: Canopy charges 3.30% + $0.20,35 Karbon 2.6% + $0.30 for standard cards36 and TaxDome Payments 2.9% + $0.30.37 Financial Cents doesn’t list its rates on its pricing or billing pages.38 Firmary clients pay through Stripe, and Firmary’s fees aren’t published.29,39

Does Firmary have QuickBooks, Xero or tax-software integrations?

No. Firmary doesn’t integrate with QuickBooks, Xero or any tax software, and it has no client text messaging.1,2 Firmary covers the work around clients, including requests, forms, messages, e-signing, invoices paid through Stripe and its client app, PocketFirm.39,40 The general ledger and tax software stay in their own systems.41

Can I get my client data out if I switch?

Export detail varies by client management tool, so ask before you sign. Canopy’s help center describes a client-list CSV export.42 A Firmary owner can export the whole firm as CSV files and documents.43 Karbon marks data export as standard on Team and Business.44 TaxDome describes zipped CSV exports of accounts, jobs and time.45

Can staff or clients use AI assistants with these tools?

Some client management tools now connect to assistants. Financial Cents’ MCP server is on Scale.46 Firmary staff can connect Claude as a custom connector; ChatGPT support is in testing.47,48 TaxDome’s firm MCP server, rolling out since 28 Oct 2026, needs its $200-a-month AI add-on,49,50 and its client MCP, released in November 2026, is free.51

Join the Firmary waitlist

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. 1

    Firmary Ours

    Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.

    firmary.app/llms.txt Checked 10 Nov 2026

  2. 2

    Firmary Ours

    Firmary doesn’t offer client text messaging or calendar scheduling integrations.

    firmary.app/llms.txt Checked 10 Nov 2026

  3. 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.

    getcanopy.com/client-portal Checked 10 Nov 2026

  4. 4

    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

    karbonhq.com/feature/client-portal Checked 10 Nov 2026

  5. 5

    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.

    liscio.me/features/secure-messages Checked 10 Nov 2026

  6. 6

    TaxDome

    Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm.

    taxdome.com/pricing Checked 10 Nov 2026

  7. 7

    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.

    taxdome.com/add-ons Checked 10 Nov 2026

  8. 8

    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.

    firmary.app Checked 10 Nov 2026

  9. 9

    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

    financial-cents.com/accounting-client-portal Checked 10 Nov 2026

  10. 10

    Liscio

    Create professional client requests with your own questions, sections, and conditional logic.

    liscio.me/features/smart-client-requests Checked 10 Nov 2026

  11. 11

    Canopy

    email, text/SMS, and authenticator apps

    getcanopy.com/accounting-client-portal Checked 10 Nov 2026

  12. 12

    Karbon

    Reach clients effortlessly via email, push notifications, or in-app notifications.

    karbonhq.com/feature/client-portal Checked 10 Nov 2026

  13. 13

    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

    liscio.me/pricing Checked 10 Nov 2026

  14. 14

    Financial Cents

    Use automated requests and text / email reminders to get documents faster.

    financial-cents.com/client-tasks Checked 10 Nov 2026

  15. 15

    TaxDome

    Send and receive texts from your TaxDome account.

    taxdome.com/pricing Checked 10 Nov 2026

  16. 16

    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.

    getcanopy.com/integrations Checked 10 Nov 2026

  17. 17

    Karbon

    Two-way contact sync ... Automatic one-way invoice sync

    karbonhq.com/integrations/intuit-quickbooks-online-accountant Checked 10 Nov 2026

  18. 18

    Karbon

    Karbon invoices will be synced to Xero, and payments collected from either system will be auto-synced with the other.

    karbonhq.com/integrations/xero Checked 10 Nov 2026

  19. 19

    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.

    financial-cents.com/billing Checked 10 Nov 2026

  20. 20

    Financial Cents

    Import clients, link employees, and sync time logs effortlessly with QuickBooks Online.

    financial-cents.com/apps-and-integrations Checked 10 Nov 2026

  21. 21

    TaxDome

    Automatically sync all payments and invoices created in TaxDome with your QuickBooks Online account.

    taxdome.com/quickbooks Checked 10 Nov 2026

  22. 22

    TaxDome

    QuickBooks Online

    taxdome.com/integrations Checked 10 Nov 2026

  23. 23

    Liscio

    A two-way integration: push and pull documents between Liscio and SmartVault.

    liscio.me/integrations Checked 10 Nov 2026

  24. 24

    Canopy

    Standard $74 user/month ... Plus $109 user/month

    getcanopy.com/pricing Checked 10 Nov 2026

  25. 25

    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)

    financial-cents.com/pricing Checked 10 Nov 2026

  26. 26

    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

    karbonhq.com/pricing Checked 10 Nov 2026

  27. 27

    Liscio

    $19 per user / month Billed annually per user ... $49 per user / month Billed annually per user

    liscio.me/pricing Checked 10 Nov 2026

  28. 28

    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)

    taxdome.com/pricing Checked 10 Nov 2026

  29. 29

    Firmary Ours

    Firmary’s pricing isn’t published.

    firmary.app/llms.txt Checked 10 Nov 2026

  30. 30

    Canopy

    $1.25 per KBA credit

    getcanopy.com/pricing Checked 10 Nov 2026

  31. 31

    Financial Cents

    $1–$2 per KBA, depending on package size.

    financial-cents.com/pricing Checked 10 Nov 2026

  32. 32

    Liscio

    Organizers and document collection eSignature Custom branding ... KBA $2 per signer

    liscio.me/pricing Checked 10 Nov 2026

  33. 33

    Karbon

    Each eSignature request with knowledge-based authentication uses two credits.

    karbonhq.com/pricing Checked 10 Nov 2026

  34. 34

    TaxDome

    Unlimited e-signatures ... IRS-compliant signature requests with KBA.

    taxdome.com/pricing Checked 10 Nov 2026

  35. 35

    Canopy

    Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)

    getcanopy.com/pricing Checked 10 Nov 2026

  36. 36

    Karbon

    Standard Cards Most standard Visa/Mastercard credit and debit cards 2.6% + $0.30 ... ACH Direct Debit 1% + $0.30 (max $5.00)

    karbonhq.com/pricing Checked 10 Nov 2026

  37. 37

    TaxDome (help)

    Cards & wallets: 2.9% + $0.30 per transaction ... ACH debit: 1% per transaction (maximum $10)

    help.taxdome.com/article/1781-taxdome-payments Checked 10 Nov 2026

  38. 38

    Financial Cents

    clients can pay however they prefer, thanks to our flexible payment options, including card and ACH payments.

    financial-cents.com/billing Checked 10 Nov 2026

  39. 39

    Firmary Ours

    Invoice details and payment status stay with the client record, with outstanding balances across clients. Clients pay invoices through Stripe.

    firmary.app Checked 10 Nov 2026

  40. 40

    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.

    firmary.app/llms.txt Checked 10 Nov 2026

  41. 41

    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.

    firmary.app Checked 10 Nov 2026

  42. 42

    Canopy (help)

    Check if your role has the “Export client & contacts” permission enabled. ... Your clients will be downloaded to a .CSV file named

    support.getcanopy.com/en/articles/9375770-export-client-lists-from-canopy Checked 10 Nov 2026

  43. 43

    Firmary Ours

    Staff with permission export clients, contacts, tasks, time entries, aged receivables and the audit log as CSV and documents as a ZIP; an owner can export the whole firm.

    firmary.app Checked 10 Nov 2026

  44. 44

    Karbon

    Data Import Self-Service Assisted Fully Managed Data Export Standard Standard Custom

    karbonhq.com/pricing Checked 10 Nov 2026

  45. 45

    TaxDome (help)

    To export all the data from your active accounts to a CSV file ... You’ll receive a zipped CSV file containing all your time-tracking data ... If you want your documents to be stored on your computer, copy their folders from ... then paste them to your local drive.

    help.taxdome.com/article/278-how-do-i-back-up-all-my-account-data Checked 10 Nov 2026

  46. 46

    Financial Cents

    Available on the Financial Cents Scale plan.

    financial-cents.com/mcp Checked 10 Nov 2026

  47. 47

    Firmary Ours

    Staff can connect Claude to Firmary today as a custom connector. It acts as the staff member, within their permissions and the firm’s AI rules; Claude asks before running a change unless the staff member has set that tool to always allow, and every change made through Claude is recorded in the firm’s audit log.

    firmary.app/claude Checked 10 Nov 2026

  48. 48

    Firmary Ours

    ChatGPT support is in testing (not live).

    firmary.app/llms.txt Checked 10 Nov 2026

  49. 49

    TaxDome (press)

    The public API and MCP server are rolling out to all TaxDome firms over the coming weeks.

    cpapracticeadvisor.com/2026/10/28/taxdome-releases-public-api-and-mcp-server-for-ai-agents-and-developers/192686 Checked 10 Nov 2026

  50. 50

    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.

    taxdome.com/taxdome-ai Checked 10 Nov 2026

  51. 51

    TaxDome (press)

    The AI client experience is included with the TaxDome platform, independent of the firm’s AI add-on.

    cpapracticeadvisor.com Checked 10 Nov 2026

Your privacy choices

This site counts page views and clicks with PostHog, without cookies, so Firmary can see which pages help. It runs no ads. Untick the box and this browser stops sending anything.