Who each practice management tool suits, and what rules it out
This page is for narrowing the shortlist. The price column works out one bill for a made-up firm: 6 people doing tax and monthly bookkeeping for 400 active clients, billed annually, at list price as of 10 Nov 2026. Where a vendor puts automatic client reminders on a higher plan, we price that plan too. The other columns cover what you’ll hit before and after signing: a trial, the move in, AI and assistant connections, and links to your ledger and tax program. For what each tool covers module by module, see the explainer on what practice management software does.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| Product | Price | Free trial or free plan | Switching and onboarding | AI features | API and AI-assistant connections | QuickBooks and Xero links | Tax software links |
|---|---|---|---|---|---|---|---|
| Canopy | A full-platform trial, set up through a sales demo.3 | Self-guided setup is $199, refunded after six milestones in 60 days; guided migration is quoted.4 | QuickBooks Online sync, close automation on the QuickBooks ledger, and Xero for invoices and payments.9 | Saves files from UltraTax, Drake, Lacerte and ProSeries; CCH Axcess and ProConnect status links are coming soon.10 | |||
| Financial Cents | From $19 a month for a single user on Solo, and $49 per user per month on Team, billed annually, as of 10 Nov 2026.11 | 14 days free, no credit card.12 | Premium onboarding and a dedicated success manager are listed only on Enterprise.13 | Three AI agents that check, rename and route client uploads, on every plan.14 | MCP server for Claude, ChatGPT and Gemini, and an open API, on Scale; webhooks on Enterprise.15 | Drake, UltraTax, ProConnect, ProSeries and CCH Axcess on Scale, as file access through Google Drive.18 | |
| Firmary OursWaitlist | No self-serve sign-up. Firms join a waitlist and are emailed when they can join.20 | CSV import of clients, tasks and time entries, with the rows shown for review first; documents, messages, engagements and billing history stay behind.21 | None. Firmary doesn’t integrate with QuickBooks, Xero or other accounting software.26 | None. Firmary doesn’t integrate with tax software.26 | |||
| Jetpack Workflow | From $40 per user per month on Starter, billed annually, as of 10 Nov 2026.27 | 14 days free, no credit card.28 | Four free onboarding sessions for every account; a $1,500 package has a success manager set up your workflows.29 | No AI features listed.30 | Zapier, in version 1 of the product.31 | QuickBooks Online in version 1, with version 2 support on the roadmap. Xero isn’t listed.31 | None named; the vendor lists QuickBooks Online and Zapier as its integrations.31 |
| Karbon | No self-serve trial; guided demos use a sample of your own data.34 | Intuit ProConnect is listed. Drake, Lacerte, UltraTax and CCH aren’t listed on its integrations page.43 | |||||
| TaxDome | From $1,500 a year for 150 active clients and 20 seats, billed annually, as of 10 Nov 2026.44 | Book a demo. A free trial is not listed on its pricing page as of 10 Nov 2026.45 | Reads prior-year returns from six named programs, including Drake, UltraTax and Lacerte, and takes finished returns from any program that prints.56 | ||||
| Uku | 14 days of the full Elite plan, no credit card.59 | The first 90 minutes of onboarding help are free; packages are $700 for up to 4 people and $2,000 for up to 15.60 | AI agents for a morning briefing and drafting client emails are marked as coming.61 | MCP server for Claude or ChatGPT under the user’s permissions, and a REST API, on Elite and above.62 | QuickBooks and Xero, plus e-conomic, Fortnox and other European ledgers, on every plan.63 | CCH Axcess Tax two-way; Lacerte, ProConnect, UltraTax CS and Drake Tax also listed.64 |
Each tool in brief
Financial Cents
Firmary Ours
- Best for
- Firms whose staff already use Claude and want it working inside the firm’s rules, with every change on the record.24
Jetpack Workflow
Karbon
TaxDome
Uku
When another tool is a better fit than Firmary
Canopy
Your clients expect to download an app from the App Store or Google Play. Canopy’s client portal has a mobile app clients sign in to, and Canopy says it’s free for your clients.66 Firmary’s client side, PocketFirm, runs in the phone’s browser and can be added to the home screen instead.78
Financial Cents
Your staff work in ChatGPT or Gemini rather than Claude. Financial Cents’ MCP server connects to Claude, ChatGPT and Gemini on its Scale plan.15 Firmary connects to Claude today, and its ChatGPT support is in testing.23,24
Karbon
You plan who takes the next client by looking at each person’s load. Karbon includes capacity planning on every plan.79 Firmary’s time reports cover budgets, unbilled time and realization;80 capacity planning is not among Firmary’s published features.81
TaxDome
You want clients to use their own AI assistants with their accounts. TaxDome’s client MCP, released in November 2026, lets clients connect Claude, ChatGPT or other assistants at no cost.53 Firmary’s Claude connection is for staff.24
Uku
Your bookkeeping clients are split across QuickBooks and Xero, and you want both links on the entry plan. Uku includes both on every plan.63 Firmary has no ledger integration of any kind.26
How we compared them
We chose these columns because they decide fit and rule tools out: what the firm would pay, whether it can try first, what moving in takes, what the AI and API offer today, and which ledger and tax programs connect. Module coverage lives on our explainer site, so it isn’t repeated here. The example firm is made up; its bills are seats times list price times 12, or the vendor’s own published example, with no discounts, add-ons or processing fees. Every cell cites the vendor’s page, read on 10 Nov 2026, except where trade press is the only dated source and the note says so. Firmary is ours, and it gets a pick only where the reason is live on firmary.app today.
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.
- Free trial or free plan
- Whether a firm can try it before paying, and for how long. From the vendor’s pricing or sign-up page.
- 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.
- 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.
- QuickBooks and Xero links
- A built-in integration with QuickBooks Online or Xero, and what it syncs. From the vendor’s integrations page.
- Tax software links
- A built-in integration with tax preparation software (for example Drake, Lacerte, UltraTax, CCH Axcess, ProConnect). 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
Canopy
Standard $74 user/month ... Plus $109 user/month
- 2
Canopy
COMING SOON Premium Built to scale for the autonomous firm $149
- 3
Canopy
Schedule a demo and talk with a sales representative to set up a trial.
- 4
Canopy
Self-guided implementation costs $199 dollars. You receive a full refund when you complete six setup milestones within 60 days.
- 5
Canopy
AI coworker that plans, does, and checks work across Canopy. Monthly AI credits per user. Add more as your needs grow.
- 6
Canopy
Automates tax return preparation with AI-powered document extraction and mapping, powered by Filed and Juno
- 7
Canopy
A secure, governed API for reading and writing your firm’s client, contact, task, document, and billing data
- 8
Canopy
Access Canopy’s API to sync data and build custom integrations tailored to your firm.
- 9
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.
- 10
Canopy
CCH Axcess (Coming Soon) ... Intuit Proconnect (Coming Soon) ... Save files from Drake Tax to Canopy.
- 11
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)
- 12
Financial Cents
Financial Cents offers a free 14-day trial with no credit card required.
- 13
Financial Cents
Premium training & onboarding Dedicated customer success manager
- 14
Financial Cents
The agents are available on every Financial Cents plan, and your firm decides whether each one acts automatically or waits for approval.
- 15
Financial Cents
Available on the Financial Cents Scale plan.
- 16
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.
- 17
Financial Cents
Import clients, link employees, and sync time logs effortlessly with QuickBooks Online.
- 18
Financial Cents
Tax Integrations: Drake, UltraTax, ProConnect, ProSeries, CCH Axcess
- 19
Firmary Ours
Firmary’s pricing isn’t published.
- 20
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
- 21
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.
- 22
Firmary Ours
AI is optional: the team can do all its work directly in Firmary, and an administrator can turn AI access off, allow only certain apps, or limit each connection.
- 23
Firmary Ours
ChatGPT support is in testing (not live).
- 24
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.
- 25
Firmary Ours
A firm’s own software can read and update supported records through Firmary’s API and receive webhooks.
- 26
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 27
Jetpack Workflow
**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually.
- 28
Jetpack Workflow
14-day free trial. No credit card required to start.
- 29
Jetpack Workflow
4 complimentary onboarding sessions for every account.
- 30
Jetpack Workflow
Unlimited templates & customizable automation
- 31
Jetpack Workflow
QuickBooks Online and Zapier integrations are available in version 1. Support for both in version 2 is on the roadmap.
- 32
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
- 33
Karbon
Monthly subscription only available for teams of 4+
- 34
Karbon
self-serve free trials are not available
- 35
Karbon
guided implementation is an optional paid service led by a specialist. Its one-time fee depends on your firm’s size and scope
- 36
Karbon
Data Import Self-Service Assisted Fully Managed Data Export Standard Standard Custom
- 37
Karbon
Karbon AI is currently available to all Karbon customers at no additional cost.
- 38
Karbon
Kai is available to Karbon customers now in limited early access with the list of capabilities growing each week. You can join the waitlist
- 39
Karbon
Understand Karbon’s API rate limit of 120 requests per minute
- 40
Karbon (press)
Public MCP server: Connects Karbon to external AI tools via an open standard
- 41
Karbon
Two-way contact sync ... Automatic one-way invoice sync
- 42
Karbon
Karbon invoices will be synced to Xero, and payments collected from either system will be auto-synced with the other.
- 43
Karbon
tax returns in ProConnect become repeating work items in Karbon, and tax return statuses become filterable work statuses
- 44
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.
- 45
TaxDome
Book a demo and see TaxDome in action
- 46
TaxDome
Most firms complete TaxDome implementation in 6–8 weeks.
- 47
TaxDome
Get for $749, or included with a 12-month Account management package.
- 48
TaxDome
AI intake is included in every plan, and Atlas is coming soon.
- 49
TaxDome
Available for $200 per month.
- 50
TaxDome
AI intake is included in every plan, and Atlas is coming soon.
- 51
TaxDome (press)
The public API and MCP server are rolling out to all TaxDome firms over the coming weeks.
- 52
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.
- 53
TaxDome (press)
The AI client experience is included with the TaxDome platform, independent of the firm’s AI add-on.
- 54
TaxDome
Automatically sync all payments and invoices created in TaxDome with your QuickBooks Online account.
- 55
TaxDome
QuickBooks Online
- 56
TaxDome
Works with Drake, ProSeries, UltraTax, ATX, CCH Axcess, and Lacerte.
- 57
Uku
Solo 1 member · 20 active clients
- 58
Uku
$ 38 /mo per member, billed annually or $49/mo billed monthly ... $ 48 /mo per member, billed annually or $62/mo billed monthly ... $ 88 /mo per member, billed annually or $99/mo billed monthly
- 59
Uku
Every plan starts with a 14-day full Elite trial.
- 60
Uku
The first 90 min of onboarding help is free for every new account
- 61
Uku
AI agents for the busywork — on the way.
- 62
Uku
88 tools let Claude or ChatGPT run tasks, time, clients, invoicing and BI reports inside Uku, under the permissions of the person who signed in.
- 63
Uku
Uku’s powerful billing automatically generates all invoices and exports them to QuickBooks. The sync is bidirectional — changes flow both ways.
- 64
Uku
Keep clients in sync in either direction, turn each return into a task, and see its e-file status on the task.
- 65
Canopy
20 years of transcripts, quick and easy
- 66
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.
- 67
Canopy
ALL PLUS FEATURES + ... Advanced workflows and automation
- 68
Financial Cents
Financial Cents is SOC II Type I certified by AICPA
- 69
Firmary Ours
Firmary has not completed a SOC 2 examination or a third-party security audit.
- 70
Jetpack Workflow
Set tasks and projects to repeat daily, weekly, monthly, or yearly.
- 71
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.
- 72
Karbon
Share, assign and comment on emails across your team.
- 73
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.
- 74
TaxDome
talk to sales about Custom pricing any time your firm grows past 20 seats or 3,000 active clients ... Not right now. Plans are billed annually.
- 75
Uku
Manage clients with contacts, notes, agreements, status, color codes & work plans.
- 76
Uku
On the roadmap Email Triage Capacity planning Proposals
- 77
Uku
SOC 2 Type I audited
- 78
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.
- 79
Karbon
Time Tracking Work Budgets Capacity Planning
- 80
Firmary Ours
Staff record time against client work and compare it with budgets; reports show unbilled time and realization.
- 81
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.