Who publishes this guide, and how it’s checked
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
The site covers one decision: which tool a 2 to 20 person accounting, tax or bookkeeping firm should use to plan and track its recurring client work. It explains what the software does, compares six tools on the same columns, and prices them for an example firm. What to automate inside the tool is covered by a separate guide, also published by Firmary.
How the tools were chosen. We included tools that sell recurring jobs, checklists and due dates to small US firms, and whose own websites let us fill every column with a source: Canopy, Financial Cents, Jetpack Workflow, Karbon and TaxDome. Firmary is included because we make it, and it’s labeled “Ours” wherever it appears.
How facts are checked. Each fact comes from the vendor’s own pricing, product or help page where one exists, and otherwise from dated trade press. Every fact carries a numbered note with the link and the date we read it. “Not listed” means we didn’t find it on the named page that day; it doesn’t mean the tool can’t do it. Prices are list prices.
The conflict of interest. Firmary competes with every other tool here, so weigh our opinions with that in mind. We don’t rank or rate tools, products appear in alphabetical order, and the compare page has a section on when another tool is a better fit than Firmary. Firmary’s facts come only from its own live public pages. Firmary doesn’t schedule recurring jobs today,1 and the pages say so wherever it matters.
Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
Facts on this site were last checked on 10 Nov 2026.
What this site compares
- Recurring work and checklists
- Templates for repeating jobs (monthly close, quarterly estimates, returns) with due dates, statuses and assignees. From the vendor’s product or pricing pages.
- Time, budgets and capacity
- Time tracking, budgets against actuals, and seeing who has room for more work. From the vendor’s product or pricing pages.
- Client app or portal
- Where clients log in to answer requests, upload files, sign and pay; whether it carries the firm’s brand and has a mobile app. From the vendor’s product or pricing pages.
- 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.
- 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.
- 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.
- QuickBooks and Xero links
- A built-in integration with QuickBooks Online or Xero, and what it syncs. 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
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.