# Software for accounting firms, compared by job

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

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

Fifteen tools in one table, alphabetical, with the layer of the stack each one covers. The six columns apply across layers: price, how it's charged, e-signing, links to the ledger, links to tax software, and AI. Every cell is sourced and was checked on 10 Nov 2026. Firmary is ours, and it appears only in the layers it serves.

| Layer it covers | Product | Price | How it's priced | E-signing | QuickBooks and Xero links | Tax software links | AI features |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Practice management | Canopy | From $74 (Standard) to $109 (Plus) per user per month on annual billing, with a custom Enterprise plan, as of 10 Nov 2026.[^1] | Per user, with per-client add-ons for tax workflow automation and close automation.[^2] | On every plan; KBA is $1.25 per credit.[^3] | QuickBooks Online sync of contacts, invoices and service items; Xero contacts for invoicing and payments.[^4] | File saving from UltraTax, Drake Tax, Lacerte and ProSeries; CCH Axcess and ProConnect status links marked coming soon.[^5] | Canopy Coworker in open beta, included with monthly credits.[^6] |
| Tax prep | CCH Axcess Tax | Prices aren't published. Packages are quoted; eStore packages are for new customers only. As of 10 Nov 2026.[^7] | Packages by users, returns and states; Essentials is for four or fewer users with up to 5 states.[^8] | CCH eSign for any document, including Form 8879.[^9] | Not covered in the pages we checked. | Is the tax software. Connects with other CCH Axcess modules and third-party tools.[^10] | AI return preparation from client documents and prior-year data, for review; availability and pricing not stated.[^11] |
| Tax prep | Drake Tax | Drake Tax Pro, multi-user, $3,145 per tax year until 30 Nov 2026, then $3,295 from 1 Dec; Pay-Per-Return $379.99 with 10 individual returns, as of 10 Nov 2026.[^12][^13] | An annual license per tax year, not a monthly subscription.[^14] | Drake E-Sign needs Drake Portals and is charged per event: KBA from $2.50 down to $1.75.[^15] | Not covered in the pages we checked. | Is the tax software. Drake sells its own client file portal, workflow and e-sign as a $599-a-year bundle.[^16] | AI explanations of return diagnostics; SmartExtract is a limited beta.[^17] |
| Practice management | Financial Cents | Solo $19 a month (one user), Team $49 and Scale $69 per user per month, billed annually. As of 10 Nov 2026.[^18] | Per user, on 12-month agreements.[^19][^20] | On all plans; KBA is an add-on at $1 to $2 each.[^21] | Two-way QuickBooks Online sync on every plan; Xero isn't listed.[^22][^23] | Drake, UltraTax, ProConnect, ProSeries and CCH Axcess files through Google Drive, on Scale.[^24] | Three AI agents for client uploads on every plan; MCP server on Scale.[^25][^26] |
| Practice management, client requests, proposals and invoices | Firmary (Ours) | Not published. Firms join a waitlist and are emailed when they can join.[^27][^28] | Not published.[^27] | E-signing is part of Firmary.[^29] | Doesn't integrate with QuickBooks, Xero or other accounting software.[^30] | Doesn't integrate with tax software.[^30] | Staff can connect Claude as a custom connector; ChatGPT support is in testing.[^31][^32] |
| Proposals, engagement letters and payments | Ignition | Solo $39 a month (1 user, 20 active clients); Core $99, Pro $229 and Pro+ $399 a month, billed annually. As of 10 Nov 2026.[^33][^34] | A flat monthly plan per firm with set users and active clients, plus a charge per extra client.[^35] | Client e-signature on every proposal; extra documents capped at 500 a year on Pro.[^36][^37] | Xero and QuickBooks Online, for invoicing and reconciliation.[^38] | ProConnect, UltraTax CS, CCH Axcess and Practice CS, for importing clients and sending tax engagement proposals.[^39] | AI Price Insights, sold as an annual add-on.[^40] |
| Practice management | Karbon | Team $59 and Business $89 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^41] | Per user; client count doesn't change the price.[^42] | Credit bundles from 100 for $100; KBA uses two credits.[^43] | QuickBooks Online Accountant contacts and invoices; Xero contacts, invoices and two-way payments.[^44][^45] | ProConnect return statuses; Drake, Lacerte, UltraTax and CCH aren't listed.[^46] | Karbon AI at no extra cost; Kai in limited early access.[^47][^48] |
| Tax prep | Lacerte | Pay-per-return starts with a $599 annual single-user license, returns extra; bundles not published. As of 10 Nov 2026.[^49] | Annual license with per-return purchases or custom bundles.[^50] | Intuit Sign with KBA on every plan.[^51] | Trial-balance transfer from QuickBooks Desktop.[^52] | Is the tax software. Lists SmartVault for documents; Karbon, Canopy and TaxDome aren't listed.[^52] | No AI features found on its pricing page. Intuit Tax Advisor builds tax plans from return data, with the Fast Path license.[^53] |
| Tax prep | ProConnect Tax | Bundles from $2,478 a year (1 user, 50 returns) to $8,462 (400 returns), business returns extra; Intuit labels this current pricing ending 1 March. As of 10 Nov 2026.[^54] | Per return, pay-as-you-go or in prepaid bundles, plus a User Access license.[^55] | Unlimited Intuit Sign signatures and KBA at no extra fee.[^56] | Built into Intuit Accountant Suite, Intuit's platform for books, tax and insights.[^57] | Is the tax software. | SmartReturn, labeled new, creates low- to medium-complexity 1040s from imported data; Intuit doesn't say it uses AI.[^58] |
| Ledger (firm workspace) | QuickBooks Online Accountant | Intuit Accountant Suite Core $0 a month; Accelerate free to try, then $149 a month from 20 Jan 2027. As of 10 Nov 2026.[^59][^60] | Monthly firm plans, Core and Accelerate.[^60] | Not covered in the pages we checked. | Is the ledger workspace. QuickBooks Online Accountant ends 31 Dec 2026, replaced by Intuit Accountant Suite.[^61] | Manage ProConnect clients and returns inside the suite.[^62] | Intuit Intelligence chat in beta; AI month-end close coming soon, paid after beta.[^63] |
| Documents | ShareFile | Advanced $16.50, Premium $26 and Enterprise $35 per user per month, paid annually, 3-user minimum. As of 10 Nov 2026.[^64][^65][^66] | Per employee user; clients log in as client users.[^67] | On Premium and above, KBA at no extra cost.[^68] | Not covered in the pages we checked. | No named tax programs on its accounting page.[^69] | AI Document Assistant on Premium and above, with usage limits.[^70] |
| Documents | SmartVault | Accounting Pro $65 and Accounting Unlimited $85 per user per month, billed annually, 2-user minimum. As of 10 Nov 2026.[^71][^72] | Per user, with unlimited clients and seasonal licenses from 15 Dec to 30 Apr.[^73] | Through DocuSign: add-on on Accounting Pro, unlimited on Accounting Unlimited.[^74] | QuickBooks Online and Desktop, and Xero, are listed.[^75] | Direct with Lacerte, ProConnect and ProSeries; configurable with UltraTax CS, Drake Tax and CCH.[^76] | SmartRequestAI at $15 per return, in bundles of 50.[^77] |
| Practice management | TaxDome | From $1,500 a year for 150 active clients and 20 seats, billed annually. As of 10 Nov 2026.[^78] | Per active client, with 20 seats included; existing customers switch at renewals from 1 Jan 2027.[^79][^80] | Unlimited e-signatures and KBA.[^81] | QuickBooks Online payments and invoices; Xero isn't listed.[^82][^83] | Reads prior-year returns from Drake, ProSeries, UltraTax, ATX, CCH Axcess and Lacerte; takes finished returns from any program that prints.[^84] | AI add-on $200 a month, including the firm MCP server; Atlas coming soon.[^85][^86] |
| Tax prep | UltraTax CS | Prices aren't published. Thomson Reuters prices it by users, returns and states. As of 10 Nov 2026.[^87] | Custom quotes based on users, returns and states.[^87] | Through SafeSend One, a separate Thomson Reuters product.[^88] | Accounting CS and Accounting Payroll CS, inside Thomson Reuters' suite.[^89] | Is the tax software. Integrates with Practice CS.[^89] | CoCounsel Tax, sold as a separate product.[^90] |
| Ledger, with optional practice management | Xero | Free for new partners; Practice Management free for Silver partners and above, otherwise US$149 a month for up to 10 users. As of 10 Nov 2026.[^91][^92] | Per firm, by partner status.[^92] | Not covered in the pages we checked. | Is the ledger. Xero Partner Hub is live for all US partners, per Xero's July 2026 post.[^93] | Not covered in the pages we checked. | JAX is in beta in Partner Hub.[^94] |

## Each tool in brief

### Canopy

- Best for: Tax and tax-resolution practices that want transcripts and notices in their practice tool.[^95]
- Watch out for: Several capabilities are metered add-ons, and the Premium plan is marked coming soon.[^2][^96]
- Price: From $74 (Standard) to $109 (Plus) per user per month on annual billing, with a custom Enterprise plan, as of 10 Nov 2026.[^1]

### CCH Axcess Tax

- Best for: Firms that want e-signing for Form 8879 inside the tax platform.[^9]
- Watch out for: No published prices.[^7]
- Price: Prices aren't published. Packages are quoted; eStore packages are for new customers only. As of 10 Nov 2026.[^7]

### Drake Tax

- Best for: Price-sensitive and seasonal practices that want published, per-year pricing.[^13]
- Watch out for: The current Pro price is a discount that ends 30 Nov, and the practice bundles can't be canceled mid-term.[^12][^16]
- Price: Drake Tax Pro, multi-user, $3,145 per tax year until 30 Nov 2026, then $3,295 from 1 Dec; Pay-Per-Return $379.99 with 10 individual returns, as of 10 Nov 2026.[^12][^13]

### Financial Cents

- Best for: Small bookkeeping firms on QuickBooks Online.[^22]
- Watch out for: Client follow-ups, the branded client portal and tax links need Scale.[^97][^98][^24]
- Price: Solo $19 a month (one user), Team $49 and Scale $69 per user per month, billed annually. As of 10 Nov 2026.[^18]

### Firmary (Ours)

- Best for: Firms that want proposals, requests and invoices on each client's record.[^99][^100]
- Watch out for: Firms join a waitlist, and it has no links to the ledger or tax software.[^28][^30]
- Price: Not published. Firms join a waitlist and are emailed when they can join.[^27][^28]

### Ignition

- Best for: Firms that want signed agreements to drive billing.[^101]
- Watch out for: Price rises with active clients, and document collection isn't on its product list.[^35][^102]
- Price: Solo $39 a month (1 user, 20 active clients); Core $99, Pro $229 and Pro+ $399 a month, billed annually. As of 10 Nov 2026.[^33][^34]

### Karbon

- Best for: Teams that work from shared email with books in Xero or QuickBooks.[^103]
- Watch out for: Client reminders and task automation need Business, and there's no self-serve trial.[^104][^105]
- Price: Team $59 and Business $89 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^41]

### Lacerte

- Best for: Firms with complex returns that want KBA e-signing in the license.[^51]
- Watch out for: Bundle prices aren't published, and new customers have five business days to ask for a refund.[^49][^106]
- Price: Pay-per-return starts with a $599 annual single-user license, returns extra; bundles not published. As of 10 Nov 2026.[^49]

### ProConnect Tax

- Best for: Firms that want tax returns and QuickBooks client books on one Intuit platform.[^57]
- Watch out for: Listed prices carry a 1 March end date, and per-return costs add up with volume.[^54][^107]
- Price: Bundles from $2,478 a year (1 user, 50 returns) to $8,462 (400 returns), business returns extra; Intuit labels this current pricing ending 1 March. As of 10 Nov 2026.[^54]

### QuickBooks Online Accountant

- Best for: Firms whose clients keep their books in QuickBooks Online.[^59]
- Watch out for: The product name and plans change on 31 Dec 2026 and 20 Jan 2027, and Books Close is in beta.[^61][^108]
- Price: Intuit Accountant Suite Core $0 a month; Accelerate free to try, then $149 a month from 20 Jan 2027. As of 10 Nov 2026.[^59][^60]

### ShareFile

- Best for: Firms that want file storage with version history and full-text search, priced per staff user.[^109][^67]
- Watch out for: Request lists and e-signing need Premium.[^110]
- Price: Advanced $16.50, Premium $26 and Enterprise $35 per user per month, paid annually, 3-user minimum. As of 10 Nov 2026.[^64][^65][^66]

### SmartVault

- Best for: Firms on Intuit tax software that want a separate document archive.[^76]
- Watch out for: E-signing and KBA cost extra below the top plan.[^74]
- Price: Accounting Pro $65 and Accounting Unlimited $85 per user per month, billed annually, 2-user minimum. As of 10 Nov 2026.[^71][^72]

### TaxDome

- Best for: Firms with many clients and few seats.[^79]
- Watch out for: Pricing starts at 150 active clients however small the firm, and most firms take 6 to 8 weeks to implement.[^78][^111]
- Price: From $1,500 a year for 150 active clients and 20 seats, billed annually. As of 10 Nov 2026.[^78]

### UltraTax CS

- Best for: Firms already on Thomson Reuters CS products.[^89]
- Watch out for: No published prices, and e-signing and AI come from separate products.[^87][^88]
- Price: Prices aren't published. Thomson Reuters prices it by users, returns and states. As of 10 Nov 2026.[^87]

### Xero

- Best for: Xero partners at Silver and above.[^92]
- Watch out for: Practice Management is capped at 10 users on the paid tier.[^92]
- Price: Free for new partners; Practice Management free for Silver partners and above, otherwise US$149 a month for up to 10 users. As of 10 Nov 2026.[^91][^92]

## When another tool is a better fit than Firmary

- **Canopy**: **You need software running this season, from a vendor that states its SOC 2 status.** Canopy says it is SOC 2 Type II compliant, Ignition and Karbon's web application say they are SOC 2 Type 2 certified, and TaxDome says it holds a SOC 2 Type II attestation.[^112][^113][^114][^115] Firmary is waitlist-only and has not completed a SOC 2 examination.[^28][^116]
- **Ignition**: **You send tax engagement letters in bulk from your tax software.** Ignition imports clients from ProConnect, UltraTax CS, CCH Axcess and Practice CS for tax engagement proposals.[^39]
- **Karbon**: **Invoices must sync with QuickBooks Online or Xero.** Karbon syncs invoices to both and payments both ways with Xero, and Financial Cents runs a two-way QuickBooks Online sync on every plan.[^44][^45][^22] Firmary has no ledger integration.[^30]
- **TaxDome**: **Your practice tool must read your tax returns.** TaxDome builds document checklists from prior-year returns in Drake, Lacerte, UltraTax, CCH Axcess and others, and takes finished returns back from any program that prints.[^84] Firmary doesn't integrate with tax software.[^30]
- **Xero**: **You're a Silver Xero partner or above.** Practice Management in Xero Partner Hub is included at that level, beside the client books you already work in.[^92]

## How we compared them

For each layer we kept tools whose own pages gave us a price or a plain statement that prices aren't published. The six columns are the criteria that apply across layers; the layer column shows which job each tool does. A cell that starts with "Is the ledger" or "Is the tax software" describes the tool itself. "Not covered in the pages we checked" means the pages cited for that vendor didn't say; the feature may still exist. All facts were checked on 10 Nov 2026.

[^1]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^2]: Canopy, "Starting at $34 credit/client annual billing; volume discounts available ... $10 connected client/month annual billing; first 5 connections included" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^3]: Canopy, "$1.25 per KBA credit" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^4]: 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)
[^5]: Canopy, "CCH Axcess (Coming Soon) ... Intuit Proconnect (Coming Soon) ... Save files from Drake Tax to Canopy." https://www.getcanopy.com/integrations/ (checked 10 Nov 2026)
[^6]: Canopy, "AI coworker that plans, does, and checks work across Canopy. Monthly AI credits per user. Add more as your needs grow." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^7]: CCH Axcess Tax, "Please note: CCH Axcess™Tax packages available on the eStore are intended for new customers only. These packages are not eligible for purchase by existing CCH Axcess or ProSystem fx® Tax customers." https://www.wolterskluwer.com/en/solutions/cch-axcess/tax/packages (checked 10 Nov 2026)
[^8]: CCH Axcess Tax, "For firms with four or fewer users, CCH Axcess Essentials* offers comprehensive compliance for core tax workflows." https://www.wolterskluwer.com/en/solutions/cch-axcess/tax/packages (checked 10 Nov 2026)
[^9]: CCH Axcess Tax, "Simplify client interactions with secure, integrated eSignatures that save time and reduce paper-based delays for any document, including Form 8879." https://www.wolterskluwer.com/en/solutions/cch-axcess/tax (checked 10 Nov 2026)
[^10]: CCH Axcess Tax, "Connect seamlessly with other CCH Axcess modules and third-party tools through a secure, cloud-native platform." https://www.wolterskluwer.com/en/solutions/cch-axcess/tax (checked 10 Nov 2026)
[^11]: CCH Axcess Tax, "Agentic return preparation is an Expert AI capability within CCH Axcess Tax that helps firms prepare returns using client documents, prior-year information, and established workflows while keeping tax professionals in control of review and approval." https://www.wolterskluwer.com/en/solutions/cch-axcess/tax (checked 10 Nov 2026)
[^12]: Drake Tax, "Multi-User $3,295 * $3,145 / Tax year 2026" https://www.drakesoftware.com/pricing/ (checked 10 Nov 2026)
[^13]: Drake Tax, "Additional returns can be purchased individually: $49.99 per individual return and $74.99 per business return." https://www.drakesoftware.com/pricing/ (checked 10 Nov 2026)
[^14]: Drake Tax, "Licensing for desktop software is per physical site and Electronic Filing Identification Number (EFIN) with multi-user and single user versions available. Licensing for Drake Tax Online is primarily user-based." https://www.drakesoftware.com/pricing/ (checked 10 Nov 2026)
[^15]: Drake Tax, "KBA E-Signatures Identity-verified signing Events Cost Per Event 0-99 $2.50 100-499 $2.25 SAVE 10% 500+ $1.75 SAVE 30% Minimum purchase: 5 E-Sign events" https://www.drakesoftware.com/products/drake-e-sign/ (checked 10 Nov 2026)
[^16]: Drake Tax, "Practice Essentials and Practice Essentials Plus are annual subscriptions that begin on the date of purchase and automatically renew each year. Subscriptions cannot be canceled, modified, or refunded during the active term." https://www.drakesoftware.com/bundles/practice-essentials/ (checked 10 Nov 2026)
[^17]: Drake Tax, "Assistant — Drake Tax® and Drake Tax Online™ (diagnostics and suggested next steps) Document classification — Drake Portals®" https://www.drakesoftware.com/products/drake-intelligence/ (checked 10 Nov 2026)
[^18]: 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)
[^19]: Financial Cents, "Financial Cents pricing is per user. ... Month-End close, our tool for managing uncategorized transactions, is an add-on for $5/month per client, billed annually." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^20]: 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)
[^21]: Financial Cents, "$1–$2 per KBA, depending on package size." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^22]: 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)
[^23]: 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)
[^24]: Financial Cents, "Tax Integrations: Drake, UltraTax, ProConnect, ProSeries, CCH Axcess" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^25]: Financial Cents, "The agents are available on every Financial Cents plan, and your firm decides whether each one acts automatically or waits for approval." https://financial-cents.com/artificial-intelligence/ (checked 10 Nov 2026)
[^26]: Financial Cents, "Available on the Financial Cents Scale plan." https://financial-cents.com/mcp/ (checked 10 Nov 2026)
[^27]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^28]: 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)
[^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, "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)
[^31]: Firmary, "In Claude, open Customize → Connectors and choose Add custom connector (Firmary isn’t in Claude’s directory yet) ... Claude only ever acts as you. ... Claude asks you to confirm before it runs, unless you’ve set that tool to always allow. ... Every change made through Claude is recorded in your firm’s audit log." https://firmary.app/claude/ (checked 10 Nov 2026)
[^32]: Firmary, "Claude connects today as a custom connector; ChatGPT support is in testing." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^33]: Ignition, "*$39/month paid annually, $49/month paid monthly. … Includes 20 active clients, 1 user, 1 e-signature per proposal, and email and in-app support." https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^34]: Ignition, "$229/month(billed annually) Save % (billed annually) Save 18% [Start free trial](https://go.ignitionapp.com/sign-up) Clients Active clients with signed agreements 350 Cost per additional active client (over plan inclusion) +$3 Users User accounts 15" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^35]: Ignition, "Cost per additional active client (over plan inclusion)" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^36]: Ignition, "Branded online proposals Unlimited E-signatures per proposal Single … Engagement letters Automated engagement letters or contract terms Industry standard engagement terms template Customized engagement terms" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^37]: Ignition, "Additional fees (Pro plans only): $1.20 per extra document |  |  | 500 docs/year | Unlimited docs |" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^38]: Ignition, "Streamline your workflow with Ignition + QuickBooks: Turn invoices into proposals and automate invoicing and reconciliation." https://www.ignitionapp.com/integrations (checked 10 Nov 2026)
[^39]: Ignition, "Boost efficiency with Ignition + ProConnect: Import clients by return type, send bulk proposals, tailor tax engagements, and automate payments." https://www.ignitionapp.com/integrations (checked 10 Nov 2026)
[^40]: Ignition, "Get AI-powered price insights tailored to your business, built on real proposal data." https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^41]: 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)
[^42]: Karbon, "Karbon is priced per user. ... Your client count and document volume do not determine the subscription price." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^43]: Karbon, "Each eSignature request with knowledge-based authentication uses two credits." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^44]: Karbon, "Two-way contact sync ... Automatic one-way invoice sync" https://karbonhq.com/integrations/intuit-quickbooks-online-accountant/ (checked 10 Nov 2026)
[^45]: 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)
[^46]: Karbon, "tax returns in ProConnect become repeating work items in Karbon, and tax return statuses become filterable work statuses" https://karbonhq.com/integrations/intuit-proconnect/ (checked 10 Nov 2026)
[^47]: Karbon, "Karbon AI is currently available to all Karbon customers at no additional cost." https://karbonhq.com/feature/ai/ (checked 10 Nov 2026)
[^48]: 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" https://karbonhq.com/kai/ (checked 10 Nov 2026)
[^49]: Lacerte, "Pay-per-return pricing: An annual license fee (Fast Path) is required to purchase returns on a per-return basis. If purchasing a bundle, this fee is included." https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^50]: Lacerte, "Bundles of individual and/or business returns (all states included) Unlimited individual and/or business returns (all states included)" https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^51]: Lacerte, "Digital signatures and KBAs for all tax clients" https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^52]: Lacerte, "SmartVault Manage documents securely in the cloud with unlimited storage capabilities" https://accountants.intuit.com/tax-software/lacerte/integrations/ (checked 10 Nov 2026)
[^53]: Lacerte, "Use tax return data to build custom tax plans for your clients in minutes*" https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^54]: ProConnect Tax, "ProConnect Plus For growing firms managing individual and business returns that need more capacity and alignment. starting at $8,802 $5,868per year+ applicable taxes 2 users 200 individual returns, all states included" https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^55]: ProConnect Tax, "Every account requires a User Access license." https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^56]: ProConnect Tax, "Unlimited digital signatures and authentication included, no additional purchase." https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^57]: ProConnect Tax, "ProConnect Tax is the only professional tax software built into Intuit Accountants Suite, letting you go from books, tax, and insights in one connected platform with fewer steps and less switching.*" https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^58]: ProConnect Tax, "SmartReturn Quickly create low- to medium-complexity 1040 returns using imported data." https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^59]: QuickBooks Online Accountant, "Core Centralized firm operations, workflows, and service delivery. $0/mo" https://quickbooks.intuit.com/accountants/pricing/ (checked 10 Nov 2026)
[^60]: QuickBooks Online Accountant, "*$149/mo starting on January 20, 2027. Remains free for ProPartner Accountants at the Premier tier and above." https://quickbooks.intuit.com/accountants/pricing/ (checked 10 Nov 2026)
[^61]: QuickBooks Online Accountant, "QuickBooks Online Accountant is going away December 31, 2026. Get ahead and transition to Intuit Accountant Suite—no data migration, no switching costs, no starting over." https://quickbooks.intuit.com/accountants/intuit-accountant-suite/ (checked 10 Nov 2026)
[^62]: QuickBooks Online Accountant, "Manage tax clients without switching between ProConnect and QuickBooks. Assign, track, and file returns with customizable workflows built for your team." https://quickbooks.intuit.com/accountants/intuit-accountant-suite/ (checked 10 Nov 2026)
[^63]: QuickBooks Online Accountant, "Agentic Books Close will be $0/client per month during beta. A paid add-on will be required post-beta to continue access." https://quickbooks.intuit.com/accountants/pricing/ (checked 10 Nov 2026)
[^64]: ShareFile, "Advanced Secure File Sharing for Teams $18.15 $16.50 $18.15 Per user/month Minimum of 3 users" https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^65]: ShareFile, "Premium End-to-End Document Workflows for Teams and Clients $28.59 $26.00 $28.59 Per user/month Minimum of 3 users" https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^66]: ShareFile, "$42.00 $35.00 $42.00 Per user/month Minimum of 3 users" https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^67]: ShareFile, "Think of employee users as internal users who work for your company and client users as external users." https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^68]: ShareFile, "Use included KBA on e-signature documents to verify the identity of clients." https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^69]: ShareFile, "Whether you’re using platforms for tax prep, client billing or reporting, ShareFile products support integrations that complement your existing systems and workflows." https://www.sharefile.com/industries/accounting (checked 10 Nov 2026)
[^70]: ShareFile, "AI Workflows Subject to usage limitations and applicable pricing, which may be modified from time to time." https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^71]: SmartVault, "Accounting Pro … $65 per user / month, billed annually 2 user minimum … $85 per user / month, billed monthly 2 user minimum" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^72]: SmartVault, "Tax/accounting firms needing unlimited eSignatures, KBAs, PDFs, quotes and proposals. … $85 per user / month, billed annually 2 user minimum … $110 per user / month, billed monthly 2 user minimum" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^73]: SmartVault, "Unlimited clients and external collaborators" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^74]: SmartVault, "KBAs / ID verification Integrate an existing DocuSign account, or create one through SmartVault. Add-on Add-on Unlimited" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^75]: SmartVault, "Intuit QuickBooks" https://www.smartvault.com/integrations/ (checked 10 Nov 2026)
[^76]: SmartVault, "Thomson Reuters UltraTax CS Configurable integration DrakeTax Configurable integration Wolters Kluwer CCH Configurable integration" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^77]: SmartVault, "Prior-year returns generate a personalized document request list … Available as an add-on to Accounting Pro and Accounting Unlimited annual plans. … $15 / return Bundles of 50 SmartRequests $750 per bundle" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^78]: 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)
[^79]: 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)
[^80]: TaxDome, "Firms that signed up before Nov. 2, 2026 can still pay per seat, based on plan tier, and their plan and price stay the same until the first renewal on or after Jan. 1, 2027." https://www.accountingtoday.com/news/taxdome-switches-from-per-seat-to-per-client-pricing (checked 10 Nov 2026)
[^81]: TaxDome, "Unlimited e-signatures ... IRS-compliant signature requests with KBA." https://taxdome.com/pricing (checked 10 Nov 2026)
[^82]: TaxDome, "Automatically sync all payments and invoices created in TaxDome with your QuickBooks Online account." https://taxdome.com/quickbooks (checked 10 Nov 2026)
[^83]: TaxDome, "QuickBooks Online" https://taxdome.com/integrations (checked 10 Nov 2026)
[^84]: TaxDome, "Works with Drake, ProSeries, UltraTax, ATX, CCH Axcess, and Lacerte." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^85]: TaxDome, "Available for $200 per month." https://taxdome.com/add-ons (checked 10 Nov 2026)
[^86]: TaxDome, "AI intake is included in every plan, and Atlas is coming soon." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^87]: UltraTax CS, "Custom pricing for UltraTax CS is available based on the number of users, tax returns, and states and jurisdictions of operations." https://tax.thomsonreuters.com/en/products/ultratax-cs (checked 10 Nov 2026)
[^88]: UltraTax CS, "SafeSend One Automate your firm’s delivery and e-signing process with this powerful accounting solution." https://tax.thomsonreuters.com/en/products/ultratax-cs (checked 10 Nov 2026)
[^89]: UltraTax CS, "UltraTax CS is a part of the CS Professional Suite and integrates seamlessly with all CS products, including Accounting CS, Accounting Payroll CS, Practice CS, and more." https://tax.thomsonreuters.com/en/products/ultratax-cs (checked 10 Nov 2026)
[^90]: UltraTax CS, "Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform." https://tax.thomsonreuters.com/en/products/ultratax-cs (checked 10 Nov 2026)
[^91]: Xero, "All new partners can use Xero and Xero Partner Hub for free, with more products added at higher status levels." https://www.xero.com/us/accountants-bookkeepers/ (checked 10 Nov 2026)
[^92]: Xero, "It's included free for practices at Silver, Gold or Platinum level. If you're new to Xero or at Bronze level, you can try it free for 14 days, then subscribe for USD $149 per month for up to 10 users." https://www.xero.com/us/accountants-bookkeepers/partner-hub/practice-management/ (checked 10 Nov 2026)
[^93]: Xero, "Following rollout in the UK earlier in the year, Xero Partner Hub is now live for all partners in the US, Ireland, Singapore, Hong Kong, Indonesia, Malaysia, the Philippines, South Africa and Canada ... if you use Xero Practice Management tools, then Jobs, Time and Billing are there too." https://blog.xero.com/us/product-updates/xero-partner-hub-rolls-out-more-regions/ (checked 10 Nov 2026)
[^94]: Xero, "JAX is Xero's AI finance partner, available in beta in Xero Partner Hub." https://www.xero.com/us/accountants-bookkeepers/partner-hub/practice-management/ (checked 10 Nov 2026)
[^95]: Canopy, "20 years of transcripts, quick and easy" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^96]: Canopy, "COMING SOON Premium Built to scale for the autonomous firm $149" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^97]: 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)
[^98]: Financial Cents, "Open API Branded client portal Shared email Inbox" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^99]: Firmary, "Define the services you offer, send a proposal, and keep the accepted agreement with the engagement it starts." https://firmary.app/ (checked 10 Nov 2026)
[^100]: 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)
[^101]: Ignition, "Automated invoice creation via ledger integration Import unpaid invoices from accounting software Flexible billing options Manual or automated billing Bill for out of scope work Send one-off invoices" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^102]: Ignition, "Platform Overview Proposals Contracts & Engagement Letters Payments Invoicing Billing WIP Billing AML Compliance New Reporting Integrations AI Price Insights Forms Deals" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^103]: Karbon, "Share, assign and comment on emails across your team." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^104]: Karbon, "Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^105]: Karbon, "self-serve free trials are not available" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^106]: Lacerte, "you may request a refund within five (5) business days of the software release date for the tax year purchased or your payment date, whichever is later. No other refund requests shall be honored." https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^107]: ProConnect Tax, "Individual returns $109.95 $93.46 each Business returns $129.95 $110.46 each … + $210 per User Access license ($2,100 flat for 10+ users)" https://accountants.intuit.com/tax-software/tax-online/pricing/ (checked 10 Nov 2026)
[^108]: QuickBooks Online Accountant, "Books Close is available as part of Intuit Accountant Core and Accelerate at no additional cost." https://quickbooks.intuit.com/accountants/pricing/ (checked 10 Nov 2026)
[^109]: ShareFile, "Search for a document or folder name, as well as for words within documents." https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^110]: ShareFile, "Client collaboration tools - e-signature, requests, tasks, forms, workflow automation Enhanced client portal" https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^111]: TaxDome, "Most firms complete TaxDome implementation in 6–8 weeks." https://taxdome.com/migration-guidance (checked 10 Nov 2026)
[^112]: Canopy, "SOC 2 type II compliant" https://www.getcanopy.com/security/ (checked 10 Nov 2026)
[^113]: Ignition, "Ignition is SOC 2 Type 2 certified." https://www.ignitionapp.com/security (checked 10 Nov 2026)
[^114]: Karbon, "Karbon’s web application product is SOC 2 Type 2 certified." https://karbonhq.com/security/ (checked 10 Nov 2026)
[^115]: TaxDome, "TaxDome completes the PCI DSS Questionnaire A (SAQ A) and holds a SOC 2 Type II attestation." https://taxdome.com/security (checked 10 Nov 2026)
[^116]: Firmary, "Firmary has not yet completed a third-party security audit or a SOC 2 examination." https://firmary.app/security/ (checked 10 Nov 2026)