How accounting workflow tools compare on recurring jobs and capacity
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.
Firmary publishes this site and makes Firmary, one of the products below. It’s labeled “Ours” wherever it appears.
| 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 | 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 | Time tracking, budgeting and reporting on every plan; profitability reports on Scale.11 | |||
| Firmary OursWaitlist | |||||
| 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 | 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 | ||
| 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 | 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 |
Each tool in brief
Financial Cents
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
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
Karbon
TaxDome
- Best for
- Firms with several staff and a few hundred active clients, because the price follows active clients and includes 20 seats.54
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.2,43
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.25,28
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.30,31,33 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.
What each column means
- 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.
- 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.
- 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.
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
Canopy
Standard $74 user/month ... Plus $109 user/month
- 2
Canopy
Automate task dates, notifications, status and assignee changes, and automate questionnaires and document checklists
- 3
Canopy
ALL STANDARD FEATURES + ... Capacity planning and forecasting ... Custom reporting
- 4
Canopy
Secure portal customized with your firm’s branding. ... Use your own domain for the client portal.
- 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.
- 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
- 7
Canopy
Self-guided implementation costs $199 dollars. You receive a full refund when you complete six setup milestones within 60 days.
- 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)
- 9
Financial Cents
Includes Workflow and to-do lists ... Everything in Team Plan , plus
- 10
Financial Cents
400+ templates built for accounting firms just like you
- 11
Financial Cents
Time tracking Invoicing & billing Proposals & engagement letters QuickBooks Online Integration Budgeting & reporting
- 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
- 13
Financial Cents
Open API Branded client portal Shared email Inbox
- 14
Financial Cents
Premium training & onboarding Dedicated customer success manager
- 15
Financial Cents
Financial Cents offers a free 14-day trial with no credit card required.
- 16
Firmary Ours
Firmary’s pricing isn’t published.
- 17
Firmary Ours
Firmary is pre-launch: firms join a waitlist and are emailed when they can join. There is no self-serve sign-up.
- 18
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.
- 19
Firmary Ours
When a client submits a form, Firmary can assign the review: the firm chooses who reviews it and when it’s due, and the task links to the client and can include the form’s answers.
- 20
Firmary Ours
Staff record time against client work and compare it with budgets; reports show unbilled time and realization.
- 21
Firmary Ours
Clients review requests, upload documents, complete forms and message the firm in PocketFirm, which carries the firm’s name and logo.
- 22
Firmary Ours
Clients use PocketFirm in a web browser on a computer or phone and can add it to the home screen; no app install. For a single request, a client can answer from an emailed link after entering a one-time code, without signing in.
- 23
Firmary Ours
Firms import clients, tasks and time entries from CSV, review the rows before anything is created, and inviting clients is a separate step. Documents, messages, engagements and billing history aren’t imported.
- 24
Firmary Ours
Staff with permission export clients, contacts, tasks, time entries, aged receivables and the audit log as CSV and documents as a ZIP; an owner can export the whole firm.
- 25
Jetpack Workflow
**Starter** – $49 per user per month billed monthly, or $40 per user per month billed annually.
- 26
Jetpack Workflow
Set tasks and projects to repeat daily, weekly, monthly, or yearly.
- 27
Jetpack Workflow
Time Tracking & Time Logs Budget & Actuals Reports Capacity Management (Weekly & Yearly)
- 28
Jetpack Workflow
Jetpack Workflow is a workflow tool, not an all-in-one practice management suite.
- 29
Jetpack Workflow
4 complimentary onboarding sessions for every account.
- 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
- 31
Karbon
Assign tasks, create work from templates, schedule jobs, and view dashboards.
- 32
Karbon
Work Templates 40 75 Unlimited
- 33
Karbon
Time Tracking Work Budgets Capacity Planning
- 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
- 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
- 36
Karbon
Data Import Self-Service Assisted Fully Managed Data Export Standard Standard Custom
- 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.
- 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.
- 39
TaxDome
End-to-end processes for tax, bookkeeping, and CAS.
- 40
TaxDome
Set time estimates per job. ... Monitor capacity, prevent bottlenecks.
- 41
TaxDome
Award-winning client app for web and mobile ... Top-100 App Store ranking, iOS and Android. ... Mobile app branded to your firm.
- 42
TaxDome
Most firms complete TaxDome implementation in 6–8 weeks.
- 43
Canopy
20 years of transcripts, quick and easy
- 44
Canopy
Schedule a demo and talk with a sales representative to set up a trial.
- 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.
- 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
- 47
Financial Cents
All plans are a 12-month agreement. ... Minimum 5 users required for monthly billing.
- 48
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 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.
- 50
Karbon
Share, assign and comment on emails across your team.
- 51
Karbon
Includes everything in Team, plus: Automatic Client Reminders Task Automation Industry Integrations
- 52
Karbon
self-serve free trials are not available
- 53
Karbon
Monthly subscription only available for teams of 4+
- 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.
- 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)
- 56
TaxDome (press)
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.