Firm management with CRM, document management, e-sign, client portal, workflows, invoicing and an AI meeting notetaker.
Best for firms that want a polished client portal and billing in one.
Standard $74/user/month, Plus $109/user/month, Premium $149/user/month, billed annually.
From the vendor's pricing page, checked . Prices change; confirm on the vendor's site before you buy.
Other tools in for bookkeepers.
Practice management for accounting firms: integrated email, workflows, time tracking, billing, client portal and AI.
Verdict. Best for growing bookkeeping firms that live in email and need team workflows.
Published price. Team $59/user/month and Business $89/user/month paid annually ($79 and $99 paid monthly, teams of 4+). Checked Oct 22, 2026.
All-in-one firm platform: CRM, client portal and app, document storage, e-signatures, workflows, billing and a bookkeeping hub that connects to client ledgers.
Verdict. Best all-in-one for firms that do both tax and bookkeeping.
Published price. Essentials $800/year per seat (solo). Pro $1,000/year per seat. Business $1,200/year per seat (1-year terms; less on 2- and 3-year terms). Checked Oct 22, 2026.
Workflow and client management for accounting firms: checklists, client task requests, portal, billing and a month-end close add-on.
Verdict. Best affordable workflow tool for small and solo bookkeeping firms.
Published price. Solo $19/month, Team $49/user/month, Scale $69/user/month, billed annually. Month-End Close add-on $5 per client/month. Checked Oct 22, 2026.