# Best software for accounting firms, from tax prep to payments

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

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

The best software for accounting firms is a small stack with one tool per job. Tax software (CCH Axcess Tax, Drake Tax, Lacerte, ProConnect Tax or UltraTax CS) and a ledger (QuickBooks or Xero) do the accounting. Practice management software such as Karbon or TaxDome runs the work around them, often with proposals and payments included.[^1][^2]

## The shortlist, by what your firm needs

- **Best for tax practices that want published, per-year tax pricing**: Drake Tax. Drake publishes its prices, and its Practice Essentials bundle adds Drake Portals, Drake Workflow and Drake E-Sign for $599 a year to buyers of qualifying Drake Tax packages, as of 10 Nov 2026.[^3] Drake Tax Pro's price rises on 1 December, when the current discount ends.[^4]
- **Best for a solo bookkeeper on QuickBooks Online**: Financial Cents. Financial Cents Solo is $19 a month billed annually for one user, and every plan includes proposals and a two-way QuickBooks Online sync.[^5][^6][^7]
- **Best for firms that want proposals, requests and invoices on one client record**: Firmary (Ours). Ours. A firm sends a proposal and keeps the accepted agreement with the engagement it starts, and invoice and payment status stay with the client record.[^8][^9] Clients can answer a single request from an emailed link with a one-time code.[^10] Firmary is waitlist-only and doesn't integrate with QuickBooks, Xero or tax software.[^11][^12]
- **Best for firms that want a signed proposal to start the billing**: Ignition. Ignition includes engagement letters and client e-signature in every proposal, and automated billing and payment collection in its plans.[^13][^14] Core is $99 a month on annual billing for 3 users and 50 active clients.[^15]
- **Best for teams that work from shared email and keep books in Xero or QuickBooks**: Karbon. Karbon lets a team share, assign and comment on client email from connected inboxes, on every plan.[^16] Its Xero integration syncs payments both ways.[^17]
- **Best for firms whose clients keep their books in QuickBooks Online**: QuickBooks Online Accountant. Intuit Accountant Suite Core costs $0 a month and replaces QuickBooks Online Accountant, which ends on 31 December 2026.[^18][^19]
- **Best for firms with many clients and few seats**: TaxDome. TaxDome charges per active client and includes 20 seats, so adding staff up to that number doesn't change the bill; inactive contacts cost nothing.[^20]
- **Best for Xero partners at Silver level and above**: Xero. Practice Management in Xero Partner Hub, with jobs, time and billing, is included free for Silver, Gold and Platinum partners.[^21][^22]

## Which practice management software runs the firm?

Practice management software holds your clients, jobs, deadlines and time. Choose it after your tax and ledger software, because it has to connect to both. For picks by firm type, see this [shortlist of practice management software by firm type](https://bestaccountingpracticemanagementsoftware.pages.dev/).

- **Canopy** charges per user, from $74 a month on annual billing, and sells a Tax Resolution add-on that pulls IRS transcripts and tracks notices.[^23][^24]
- **Financial Cents** starts at $19 a month for one user and syncs client records, invoices and payments with QuickBooks Online on every plan.[^5][^7]
- **Firmary** (ours) covers client requests and documents, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking.[^25] It has no QuickBooks, Xero or tax-software links, and it's waitlist-only with unpublished pricing.[^12][^11][^26]
- **Karbon** is built around shared team email and syncs invoices to both QuickBooks Online Accountant and Xero, from $59 per user per month on annual billing.[^16][^27][^17][^28]
- **TaxDome** charges per active client, from $1,500 a year for 150 active clients and 20 seats, and reads prior-year returns from Drake, Lacerte, UltraTax, CCH Axcess and others.[^29][^30]
- **Xero Partner Hub** includes practice management (jobs, time and billing) free for Silver, Gold and Platinum Xero partners.[^21][^31]

## Which tax software, and what does it cost?

Tax software is sold per tax year, and two of the five programs here don't publish prices. All prices are as of 10 Nov 2026.

- **CCH Axcess Tax** (Wolters Kluwer). Prices aren't published; packages are quoted. Its Essentials package is for firms with four or fewer users and covers up to 5 states.[^32][^33]
- **Drake Tax.** Drake Tax Pro, multi-user, is $3,145 per tax year at a discount that runs through 30 November, and $3,295 from 1 December.[^4] Pay-Per-Return is $379.99 a tax year including 10 individual returns.[^34]
- **Lacerte** (Intuit). Pay-per-return starts with a $599 annual single-user license, with returns bought on top; bundle and unlimited prices aren't published.[^35] Intuit Sign e-signatures with KBA come with every plan.[^36]
- **ProConnect Tax** (Intuit). Bundles start at $2,478 a year for 1 user and 50 individual returns, at what Intuit labels current pricing that ends 1 March.[^37]
- **UltraTax CS** (Thomson Reuters). Prices aren't published; Thomson Reuters prices it by users, returns and states.[^38]

Firmary isn't in this layer. It doesn't integrate with tax software, so returns stay in your tax program.[^12][^39] Canopy, SmartVault and TaxDome each list links to several tax programs, and each link does a different job.[^40][^41][^30]

## What changed for firms on QuickBooks and Xero in 2026?

Your ledger usually follows your clients, because you work in the books they already keep.

- **QuickBooks Online Accountant** goes away on 31 December 2026, and Intuit says firms should move to Intuit Accountant Suite, with no data migration or switching costs.[^19] The suite's Core plan is $0 a month. Accelerate is free to try and costs $149 a month from 20 January 2027, except for ProPartner firms at Premier tier and above.[^18][^42]
- **Xero** is free for new partners, Xero Partner Hub included.[^43] Partner Hub brings together Xero's older practice tools, Xero Practice Manager and Xero HQ among them, and Xero said in July 2026 that it is live for all US partners.[^44][^45] Practice Management inside it costs US$149 a month for up to 10 users unless you're a Silver partner or above.[^21]

Firmary isn't in this layer either; it doesn't sync with QuickBooks or Xero.[^12] If invoices and payments must sync with the ledger, Canopy, Ignition and Karbon list links to both, while Financial Cents and TaxDome list QuickBooks Online and not Xero.[^46][^47][^27][^17][^48][^49]

## Do you need a separate document tool?

Check what your practice software already does with client files before you pay for a separate document tool. This hub covers two dedicated ones:

- **ShareFile** starts at $16.50 per user per month on annual billing, with a 3-user minimum.[^50] Request lists and e-signing with KBA start on Premium at $26.[^51][^52]
- **SmartVault** starts at $65 per user per month on annual billing and lists a direct integration with Lacerte, ProConnect and ProSeries.[^53][^41]

In Firmary, clients review requests, upload documents and complete forms in PocketFirm, which carries the firm's name and logo, and uploads are virus-scanned before anyone can download them.[^54][^55] Retention schedules aren't among Firmary's published features, so use it for the client side of documents and keep your long-term archive where it is.[^25] For retention, search and vendor security reports, compare the options in this [guide to document management software for accountants](https://bestdocumentmanagementsoftwareforaccountants.pages.dev/).

## Do you need a CRM, or just proposals that start billing?

In our view, a small firm needs proposals that the client signs, and that start billing, well before it needs a sales CRM. Canopy, Financial Cents, Karbon and TaxDome all include proposals and engagement letters.[^56][^6][^1][^57]

- **Firmary** lets a firm define its services, send a proposal and keep the accepted agreement with the engagement it starts.[^8]
- **HubSpot** offers its free CRM for up to 2 users if you want a general sales tool.[^58]
- **Ignition** is built for this job: branded proposals with engagement letters and e-signature, and automated billing and payment collection.[^13][^14] It imports clients from ProConnect, UltraTax CS and CCH Axcess for tax engagement letters, and its deals pipeline is a paid add-on below the Pro+ plan.[^59][^60]

Whether a firm needs a separate CRM at all is the question this [comparison of CRM options for accounting firms](https://bestcrmforaccountingfirms.pages.dev/) works through.

## What do card and ACH payments cost in each tool?

Payments usually come with your practice software or proposal tool. Published rates as of 10 Nov 2026:

| Tool | Standard card | ACH |
|---|---|---|
| Canopy | 3.30% + $0.20[^61] | 1%, capped at $10 |
| Ignition | 2.5% + $0.30[^62] | 1% + $0.30, capped at $5, plus 0.3% on the part above $3,000 |
| Karbon | 2.6% + $0.30[^63] | 1% + $0.30, max $5.00 |
| TaxDome | 2.9% + $0.30[^64] | 1%, max $10 |

Financial Cents doesn't publish processing rates on its pricing or billing pages.[^65] In Firmary, invoice details and payment status stay with the client record, and clients pay through Stripe.[^9] Firmary's pricing, fees included, isn't published.[^26]

Say your firm collects $200,000 a year by standard card. At list rates as of 10 Nov 2026, 2.5% comes to $5,000 in percentage fees and 3.30% to $6,600, before any per-transaction charge.

## Which AI features are live today?

Check each AI feature's label before you plan work around it.

- **Live now.** Financial Cents runs three AI agents on client uploads on every plan, and an MCP server for Claude, ChatGPT and Gemini on Scale.[^66][^67] Firmary staff can connect Claude as a custom connector. Claude acts as that staff member, and every change it makes is recorded in the firm's audit log. ChatGPT support is in testing, and an administrator can turn AI access off for the whole firm.[^68][^69][^70] Karbon AI drafts client emails and summaries at no extra cost.[^71] TaxDome's AI add-on is $200 a month for the whole team and includes its firm MCP server.[^72] Thomson Reuters sells CoCounsel Tax, an AI assistant for tax research, as a separate product alongside UltraTax CS.[^73]
- **In beta.** Canopy Coworker is in open beta.[^74] Drake's SmartExtract is a limited beta for selected Drake Tax Online customers.[^75] Intuit Intelligence chat is in beta in Intuit Accountant Suite, and Xero's JAX is in beta in Partner Hub.[^76][^77]
- **Coming or early access.** Karbon's Kai is in limited early access with a waitlist, Intuit labels AI month-end close as coming soon, and TaxDome lists Atlas as coming soon.[^78][^76][^79]
- **Status not stated.** Wolters Kluwer describes AI return preparation in CCH Axcess Tax without saying whether it's generally available or priced separately.[^80]

## Join the Firmary waitlist

If you're choosing the practice-management layer and want proposals, client requests and invoices on one client record, Firmary's waitlist is open. Your general ledger and tax software stay where they are.[^39]

[Join the Firmary waitlist](https://firmary.app/?utm_source=bestsoftwareforaccountingfirms&utm_medium=referral&utm_campaign=category-sites&utm_content=home#early-access)

[^1]: Karbon, "Team includes core workflow, email, collaboration, time and budgets, billing, payments, and Engagements." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^2]: TaxDome, "Automatic invoices for ongoing engagements. ... Reduce A/R with a paywall until paid." https://taxdome.com/pricing (checked 10 Nov 2026)
[^3]: 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)
[^4]: Drake Tax, "Multi-User $3,295 * $3,145 / Tax year 2026" https://www.drakesoftware.com/pricing/ (checked 10 Nov 2026)
[^5]: 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)
[^6]: Financial Cents, "Proposals & engagement letters" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^7]: 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)
[^8]: 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)
[^9]: 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)
[^10]: Firmary, "Clients use PocketFirm in a web browser on a computer or phone, and can add it to their phone's home screen. ... For a single request, a client can also respond from an emailed link after entering a one-time code, without signing in to PocketFirm." https://firmary.app/ (checked 10 Nov 2026)
[^11]: 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)
[^12]: 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)
[^13]: 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)
[^14]: 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)
[^15]: 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)
[^16]: Karbon, "Share, assign and comment on emails across your team." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^17]: 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)
[^18]: QuickBooks Online Accountant, "Core Centralized firm operations, workflows, and service delivery. $0/mo" https://quickbooks.intuit.com/accountants/pricing/ (checked 10 Nov 2026)
[^19]: 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)
[^20]: 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)
[^21]: 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)
[^22]: Xero, "Record time by duration or start and stop, then convert it into progress or final invoices automatically." https://www.xero.com/us/accountants-bookkeepers/partner-hub/practice-management/ (checked 10 Nov 2026)
[^23]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^24]: Canopy, "20 years of transcripts, quick and easy" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^25]: 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)
[^26]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^27]: Karbon, "Two-way contact sync ... Automatic one-way invoice sync" https://karbonhq.com/integrations/intuit-quickbooks-online-accountant/ (checked 10 Nov 2026)
[^28]: 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)
[^29]: 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)
[^30]: TaxDome, "Works with Drake, ProSeries, UltraTax, ATX, CCH Axcess, and Lacerte." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^31]: Xero, "Practice Management includes job tracking, task assignment, staff scheduling, time entry and invoicing, work in progress reporting, and customizable job templates and workflows." https://www.xero.com/us/accountants-bookkeepers/partner-hub/practice-management/ (checked 10 Nov 2026)
[^32]: 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)
[^33]: 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)
[^34]: 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)
[^35]: 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)
[^36]: Lacerte, "Digital signatures and KBAs for all tax clients" https://accountants.intuit.com/tax-software/lacerte/pricing/ (checked 10 Nov 2026)
[^37]: 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)
[^38]: 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)
[^39]: Firmary, "Firmary replaces the separate tools around client work: portal logins, document requests by email, intake forms, task lists, message threads, proposals, e-signing, and invoicing. Your general ledger and tax preparation software stay where they are." https://firmary.app/ (checked 10 Nov 2026)
[^40]: 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)
[^41]: SmartVault, "Thomson Reuters UltraTax CS Configurable integration DrakeTax Configurable integration Wolters Kluwer CCH Configurable integration" https://www.smartvault.com/pricing/ (checked 10 Nov 2026)
[^42]: 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)
[^43]: 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)
[^44]: Xero, "From November we will be offering partners using Xero Practice Manager the opportunity to opt in for early access to Xero Partner Hub. All other practices, including those only using Xero HQ, will make the move in early 2026." https://blog.xero.com/product-updates/xero-partner-hub/ (checked 10 Nov 2026)
[^45]: 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)
[^46]: 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)
[^47]: 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)
[^48]: 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)
[^49]: TaxDome, "QuickBooks Online" https://taxdome.com/integrations (checked 10 Nov 2026)
[^50]: 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)
[^51]: 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)
[^52]: ShareFile, "Use included KBA on e-signature documents to verify the identity of clients." https://www.sharefile.com/pricing (checked 10 Nov 2026)
[^53]: 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)
[^54]: Firmary, "Clients can review requests, upload documents, complete forms, and message your team in PocketFirm, which carries your firm's name and logo." https://firmary.app/ (checked 10 Nov 2026)
[^55]: Firmary, "Every upload is scanned for viruses before anyone can open it, and infected files are quarantined. Each firm’s data is kept separate, access follows staff roles and client assignments, and sensitive actions are recorded in an audit log. Owners and admins must use multi-factor sign-in." https://firmary.app/ (checked 10 Nov 2026)
[^56]: Canopy, "Auto-generate tasks and invoices when engagements are signed or completed to reduce manual work." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^57]: TaxDome, "Proposals and engagement letters ... Up to 3 tiers for clients to pick from." https://taxdome.com/pricing (checked 10 Nov 2026)
[^58]: HubSpot, "Free for up to 2 users. No credit card required." https://www.hubspot.com/pricing/crm (checked 10 Nov 2026)
[^59]: 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)
[^60]: Ignition, "Create and track leads, send proposals, and close deals - all in one place." https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^61]: Canopy, "Standard Cards 3.30% + $0.20 ... ACH Payments 1% (cap $10)" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^62]: Ignition, "ACH Payments An additional fee of 0.3% applies to payments above $3,000 … | 1% + $0.30 ($5.00 max) |" https://www.ignitionapp.com/pricing (checked 10 Nov 2026)
[^63]: Karbon, "Standard Cards Most standard Visa/Mastercard credit and debit cards 2.6% + $0.30 ... ACH Direct Debit 1% + $0.30 (max $5.00)" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^64]: TaxDome, "Cards & wallets: 2.9% + $0.30 per transaction ... ACH debit: 1% per transaction (maximum $10)" https://help.taxdome.com/article/1781-taxdome-payments (checked 10 Nov 2026)
[^65]: Financial Cents, "clients can pay however they prefer, thanks to our flexible payment options, including card and ACH payments." https://financial-cents.com/billing/ (checked 10 Nov 2026)
[^66]: 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)
[^67]: Financial Cents, "Available on the Financial Cents Scale plan." https://financial-cents.com/mcp/ (checked 10 Nov 2026)
[^68]: 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)
[^69]: Firmary, "Claude connects today as a custom connector; ChatGPT support is in testing." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^70]: Firmary, "No. Your team can do all of its work directly in Firmary. An administrator can turn off AI assistant access for the whole firm, allow only certain apps, or limit what each connection can reach and do." https://firmary.app/ (checked 10 Nov 2026)
[^71]: Karbon, "Karbon AI is currently available to all Karbon customers at no additional cost." https://karbonhq.com/feature/ai/ (checked 10 Nov 2026)
[^72]: TaxDome, "Available for $200 per month." https://taxdome.com/add-ons (checked 10 Nov 2026)
[^73]: 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)
[^74]: 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)
[^75]: 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)
[^76]: 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)
[^77]: 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)
[^78]: 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)
[^79]: TaxDome, "AI intake is included in every plan, and Atlas is coming soon." https://taxdome.com/taxdome-ai (checked 10 Nov 2026)
[^80]: 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)