Who publishes this guide, and why Firmary appears in only some layers
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
What this site covers
The whole stack a 2 to 20 person US accounting firm runs on, one job at a time: practice management, tax preparation, the ledger, documents, CRM and proposals, payments and AI. Where a layer deserves its own shortlist, the page links to the guide that goes deeper on it.
How tools were chosen
For each layer we kept tools whose own pages gave us a dated price or a plain statement that prices aren’t published. Fifteen tools made the comparison. Products appear in alphabetical order, with no scores and no order of merit.
Why Firmary is missing from some layers
Firmary is practice management software. It doesn’t prepare returns or keep books, and it doesn’t integrate with QuickBooks, Xero or tax software,1 so it’s left out of the tax prep and ledger layers. It appears in practice management, client requests, proposals, invoices and AI, where its public pages describe what it does today.
How facts are checked
We read every source page on 10 Nov 2026, using the vendor’s own page wherever one exists, and each fact links to its source with that date. A price that has an end date shows it. Beta, early-access and coming-soon features are labeled as such.
Our conflict of interest
Firmary makes one of the products here and benefits if you choose it. So Firmary’s row is marked Ours, uses the same columns as every other tool, and gets a best-for pick only for something it does today. The comparison names the situations where another tool fits better.
Corrections
Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
All facts on this guide were last checked on 10 Nov 2026.
What this site compares
- 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.
- 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.
- 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.
- 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.
- Proposals and engagement letters
- Sending a priced proposal or engagement letter the client signs, ideally starting billing. From the vendor’s product or pricing pages.
- CRM and pipeline
- Tracking prospects and contacts, a sales pipeline, and turning a won lead into a client. From the vendor’s product or pricing 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.
- Document storage and retention
- Folder structure, search, version history, retention rules and audit trails for stored client files. From the vendor’s product or help pages.
- 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
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.