# How accounting workflow tools compare on recurring jobs and capacity

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

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

Six tools that plan and track recurring client work, on the same columns: price, recurring jobs and checklists, time and capacity, the client side, and switching in. Each cell comes from the vendor's own page, checked on 10 Nov 2026, with the source in the numbered notes. Firmary is ours and is labeled that way. Tools are listed alphabetically, with no ranking.

| Product | Price | Recurring work and checklists | Time, budgets and capacity | Client app or portal | Switching and onboarding |
| --- | --- | --- | --- | --- | --- |
| Canopy | Standard $74 and Plus $109 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^1] | Recurring task logic, a scheduler, role-based assignments and task automations on every plan.[^2] | Time tracking, WIP and time budgets on every plan. Capacity planning and forecasting start on Plus.[^3] | Branded client portal on your own domain,[^4] with a client mobile app.[^5] Clients can finish a task from a secure link without logging in.[^6] | Self-guided implementation costs $199, refunded if six setup milestones are done within 60 days. Guided implementation is quoted by firm size.[^7] |
| Financial Cents | Solo $19 a month billed annually (one user); Team $49 and Scale $69 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^8] | Workflows and to-do lists on every plan, with a community library of 400+ templates.[^9][^10] | Time tracking, budgeting and reporting on every plan; profitability reports on Scale.[^11] | Passwordless client portal opened from a magic link.[^12] Firm branding is on Scale and above.[^13] | Premium training and onboarding and a dedicated customer success manager are listed only on Enterprise.[^14] A 14-day free trial needs no card.[^15] |
| Firmary (Ours) | Not published. Firms join Firmary through a waitlist.[^16][^17] | Not offered today.[^18] A submitted client form can create a review task with the reviewer and due date you choose.[^19] | Staff record time against client work and compare it with budgets; reports show unbilled time and realization.[^20] A capacity planning view is not among Firmary's published features.[^18] | PocketFirm, with your firm's name and logo.[^21] Clients use it in a browser on a computer or phone, and a client can answer a single request from an emailed link after entering a one-time code.[^22] | Import clients, tasks and time entries from CSV and review the rows before anything is created; documents, messages, engagements and billing history aren't imported.[^23] An owner can export the whole firm as a ZIP.[^24] |
| Jetpack Workflow | Starter $40 and Premium $50 per user per month billed annually ($49 and $59 billed monthly); Enterprise is custom. As of 10 Nov 2026.[^25] | Reusable checklists and templates applied to a client in one click; tasks and projects repeat daily, weekly, monthly or yearly, with every due date tracked.[^26] | Time tracking, budget-vs-actual reports and weekly and yearly capacity management are on Premium.[^27] | Not listed on the pricing page. Jetpack says firms that need a client portal pair it with other tools.[^28] | Four free onboarding sessions for every account, or a $1,500 one-time package in which a customer success manager sets up workflows and trains the team.[^29] |
| Karbon | Team $59 and Business $89 per user per month billed annually ($79 and $99 billed monthly); Enterprise is custom. As of 10 Nov 2026.[^30] | Work templates, scheduled recurring jobs, workflow statuses and task lists on every plan.[^31] Team allows 40 work templates and Business 75.[^32] | Time tracking, work budgets and capacity planning on every plan; custom reporting is a paid add-on.[^33] | Karbon for Clients on web, iOS and Android, carrying your logo and colors; the app in the stores is Karbon-branded.[^34] | Free group onboarding sessions; guided implementation is a one-time fee set by firm size and scope.[^35] Data import is self-service on Team and assisted on Business.[^36] |
| TaxDome | One plan from $1,500 a year, billed annually, covering 150 active clients and 20 seats; the minimum applies with fewer clients. As of 10 Nov 2026.[^37] | Jobs recur daily, weekly, biweekly, monthly, quarterly or annually, set per client or as a pipeline default.[^38] Custom job statuses and ready-made templates are in the plan.[^39] | Time tracking, time budgets per job, WIP, and team workload and capacity management.[^40] | Client app on web, iOS and Android with a white-labeled URL; an app under your own name in the stores is a separately priced add-on.[^41] | TaxDome says most firms complete implementation in 6 to 8 weeks.[^42] Implementation help is a paid service; client import help is listed in the plan.[^42] |

## Each tool in brief

### Canopy

- Best for: Firms that want capacity planning, a client app on their own domain, and the option of IRS-transcript and notice tools through the Tax Resolution add-on.[^3][^43]
- Watch out for: Capacity planning isn't on Standard, so price Plus if you need it.[^3] The trial is set up through a sales demo rather than self-serve sign-up.[^44]
- Price: Standard $74 and Plus $109 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^1]

### Financial Cents

- Best for: Small teams that want workflows and a two-way QuickBooks Online sync on every plan.[^10][^45]
- Watch out for: Auto-follow-ups for client tasks, task dependencies and auto-created work are Scale features.[^46] Every plan is a 12-month agreement, and monthly billing on Team or Scale needs at least 5 users.[^47]
- Price: Solo $19 a month billed annually (one user); Team $49 and Scale $69 per user per month, billed annually; Enterprise is custom. As of 10 Nov 2026.[^8]

### Firmary (Ours)

- Best for: Firms whose work starts when a client sends something, and who want each submitted form to become an assigned review task.[^19]
- Watch out for: Firmary doesn't schedule recurring jobs today[^18] and doesn't integrate with QuickBooks, Xero or tax software.[^48] Pricing isn't published, and firms join through a waitlist.[^17]
- Price: Not published. Firms join Firmary through a waitlist.[^16][^17]

### Jetpack Workflow

- Best for: Firms that want recurring jobs, deadlines and workload organized and are happy with the billing and file sharing they already have.[^49]
- Watch out for: By the vendor's own description it doesn't handle billing or invoicing.[^49] Time tracking and capacity need Premium.[^27]
- Price: Starter $40 and Premium $50 per user per month billed annually ($49 and $59 billed monthly); Enterprise is custom. As of 10 Nov 2026.[^25]

### Karbon

- Best for: Teams that run client work out of shared email and want capacity planning on the entry plan.[^50][^33]
- Watch out for: Automatic client reminders and task automation need Business.[^51] There's no self-serve free trial, and monthly billing is only for teams of four or more.[^52][^53]
- Price: Team $59 and Business $89 per user per month billed annually ($79 and $99 billed monthly); Enterprise is custom. As of 10 Nov 2026.[^30]

### TaxDome

- Best for: Firms with several staff and a few hundred active clients, because the price follows active clients and includes 20 seats.[^54]
- Watch out for: The price climbs with active clients: TaxDome's own examples are $4,125 a year for 400 and $9,000 for 1,000.[^55] Firms that signed up before 2 Nov 2026 keep their per-seat plan and price until their first renewal on or after 1 Jan 2027.[^56]
- Price: One plan from $1,500 a year, billed annually, covering 150 active clients and 20 seats; the minimum applies with fewer clients. As of 10 Nov 2026.[^37]

## When another tool is a better fit than Firmary

- **Canopy**: If you also do tax resolution, Canopy's Tax Resolution add-on ($50 per user per month, billed annually) pulls 20 years of IRS transcripts, tracks notices and auto-fills 200+ federal and state forms, next to its recurring task workflows.[^43][^2]
- **Financial Cents**: If your books live in QuickBooks Online and you want the workflow tool to sync with it, Financial Cents syncs client records, invoice statuses and payments both ways on every plan.[^45] Firmary doesn't integrate with QuickBooks or Xero.[^48]
- **Jetpack Workflow**: If your billing, file sharing and engagement letters already work and you only want the jobs organized, Jetpack Workflow describes itself as a workflow tool, and Starter costs $40 per user per month billed annually.[^28][^25]
- **Karbon**: If recurring jobs are why you're buying, pick a tool that schedules them today. Karbon schedules recurring jobs on every plan and includes capacity planning from Team at $59 per user per month billed annually.[^31][^33][^30] Firmary doesn't schedule recurring jobs today.[^18]
- **TaxDome**: If you have many staff and relatively few active clients, TaxDome's per-client plan can cost less than the per-user tools here, and its price is published.[^54] Say a 10-person firm has 150 active clients (an example). TaxDome's $1,500 a year covers 20 seats and 150 active clients,[^37] less than a third of Karbon Team's $7,080 (10 × $59 × 12), at list price as of 10 Nov 2026.[^30] Firmary's pricing isn't published.[^16]

## How we compared them

We chose these columns because they decide whether a workflow tool works for a small firm: whether jobs repeat on their own, whether you can see who has capacity and on which plan, where clients answer requests, and what moving in costs. Each cell comes from the vendor's own pricing, product or help page, read on 10 Nov 2026; TaxDome's pricing change is also reported by Accounting Today.[^56] "Not listed" means we didn't find it on the named page that day, which doesn't prove the tool can't do it. Prices are list prices before discounts, payment fees and add-ons. Automation features appear here only where a plan limit affects the choice.

[^1]: Canopy, "Standard $74 user/month ... Plus $109 user/month" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^2]: Canopy, "Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^3]: Canopy, "ALL STANDARD FEATURES + ... Capacity planning and forecasting ... Custom reporting" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^4]: Canopy, "Secure portal customized with your firm’s branding. ... Use your own domain for the client portal." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^5]: 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." https://www.getcanopy.com/client-portal/ (checked 10 Nov 2026)
[^6]: Canopy, "Provide secure, login-free access to Canopy tasks via single-use links. ... Secure links use 256-bit encryption and expire based on predetermined timeframes" https://www.getcanopy.com/secure-links/ (checked 10 Nov 2026)
[^7]: Canopy, "Self-guided implementation costs $199 dollars. You receive a full refund when you complete six setup milestones within 60 days." https://www.getcanopy.com/implementation/ (checked 10 Nov 2026)
[^8]: 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)
[^9]: Financial Cents, "Includes Workflow and to-do lists ... Everything in Team Plan , plus" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^10]: Financial Cents, "400+ templates built for accounting firms just like you" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^11]: Financial Cents, "Time tracking Invoicing & billing Proposals & engagement letters QuickBooks Online Integration Budgeting & reporting" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^12]: Financial Cents, "With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password" https://financial-cents.com/accounting-client-portal/ (checked 10 Nov 2026)
[^13]: Financial Cents, "Open API Branded client portal Shared email Inbox" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^14]: Financial Cents, "Premium training & onboarding Dedicated customer success manager" https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^15]: Financial Cents, "Financial Cents offers a free 14-day trial with no credit card required." https://financial-cents.com/pricing/ (checked 10 Nov 2026)
[^16]: Firmary, "Pricing isn't published." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^17]: 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)
[^18]: 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)
[^19]: Firmary, "Choose who reviews the submission and when it is due. The resulting task links to the client and can include answers from the submitted form." https://firmary.app/ (checked 10 Nov 2026)
[^20]: Firmary, "Record time against client work and compare it with your budgets. Reports show unbilled time and realization." https://firmary.app/ (checked 10 Nov 2026)
[^21]: 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)
[^22]: 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)
[^23]: Firmary, "You can import clients, tasks, and time entries from CSV files. ... Importing clients doesn't invite them. Documents, messages, engagements, and billing history aren't imported." https://firmary.app/ (checked 10 Nov 2026)
[^24]: Firmary, "Staff with the matching permission can export clients, client contacts, tasks, time entries, aged receivables, and the audit log as CSV files, and download documents as a ZIP file. A firm owner can export the whole firm as a ZIP file of CSV files and documents." https://firmary.app/ (checked 10 Nov 2026)
[^25]: Jetpack Workflow, "**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^26]: Jetpack Workflow, "Set tasks and projects to repeat daily, weekly, monthly, or yearly." https://jetpackworkflow.com/how-it-works/ (checked 10 Nov 2026)
[^27]: Jetpack Workflow, "Time Tracking & Time Logs Budget & Actuals Reports Capacity Management (Weekly & Yearly)" https://jetpackworkflow.com/pricing/ (checked 10 Nov 2026)
[^28]: Jetpack Workflow, "Jetpack Workflow is a workflow tool, not an all-in-one practice management suite." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^29]: Jetpack Workflow, "4 complimentary onboarding sessions for every account." https://jetpackworkflow.com/how-it-works/ (checked 10 Nov 2026)
[^30]: 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)
[^31]: Karbon, "Assign tasks, create work from templates, schedule jobs, and view dashboards." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^32]: Karbon, "Work Templates 40 75 Unlimited" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^33]: Karbon, "Time Tracking Work Budgets Capacity Planning" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^34]: Karbon, "Clients can download the Karbon for Clients app from the Google Play Store or App Store for mobile access. ... You can add your firm's logo and colors to the client portal" https://karbonhq.com/feature/client-portal/ (checked 10 Nov 2026)
[^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" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^36]: Karbon, "Data Import Self-Service Assisted Fully Managed Data Export Standard Standard Custom" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^37]: 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)
[^38]: TaxDome, "TaxDome allows you to have jobs repeat as needed, automatically generating them in your pipelines. You can set up a default schedule for all jobs you add to a pipeline or configure it separately for each recurrence. Make your jobs recur daily, weekly, biweekly, monthly, quarterly, or annually." https://help.taxdome.com/article/290-adding-recurring-jobs (checked 10 Nov 2026)
[^39]: TaxDome, "End-to-end processes for tax, bookkeeping, and CAS." https://taxdome.com/pricing (checked 10 Nov 2026)
[^40]: TaxDome, "Set time estimates per job. ... Monitor capacity, prevent bottlenecks." https://taxdome.com/pricing (checked 10 Nov 2026)
[^41]: TaxDome, "Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm." https://taxdome.com/pricing (checked 10 Nov 2026)
[^42]: TaxDome, "Most firms complete TaxDome implementation in 6–8 weeks." https://taxdome.com/migration-guidance (checked 10 Nov 2026)
[^43]: Canopy, "20 years of transcripts, quick and easy" https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^44]: Canopy, "Schedule a demo and talk with a sales representative to set up a trial." https://www.getcanopy.com/pricing (checked 10 Nov 2026)
[^45]: 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)
[^46]: 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)
[^47]: 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)
[^48]: 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)
[^49]: 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." https://jetpackworkflow.com/llms.txt (checked 10 Nov 2026)
[^50]: Karbon, "Share, assign and comment on emails across your team." https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^51]: Karbon, "Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^52]: Karbon, "self-serve free trials are not available" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^53]: Karbon, "Monthly subscription only available for teams of 4+" https://karbonhq.com/pricing/ (checked 10 Nov 2026)
[^54]: 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)
[^55]: TaxDome, "Clients beyond 150 are priced in volume bands, from $15 each on their own down to $5 each in the largest band. ... 400 active clients: $4,125 per year ($0.86 per client a month)" https://taxdome.com/pricing (checked 10 Nov 2026)
[^56]: 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)