Who runs this tax practice software guide
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
What this site is for
It’s a shortlist for small tax and CPA practices choosing software for the season: organizers, document collection, 8879 e-signing with KBA, return status and the hand-off to tax software. The picks are matched to needs and listed alphabetically. None is placed above another.
Which tools are in, and which are out
We started from practice tools sold to US tax practices and kept those whose own pages let us fill the columns with dated, quoted facts: Canopy, Drake’s practice tools, Karbon, Liscio, Soraban and TaxDome. Soraban publishes no price, and its row says so. We left out CCH Axcess Practice because Wolters Kluwer’s product pages blocked our page reader on 10 Nov 2026, so we had nothing to quote. That’s a limit of our check and says nothing about the product. Firmary is in because we make it. It’s marked “Ours”, gets the same columns, and we say near the top that it doesn’t integrate with tax software1 and that organizers aren’t among its published features.2
How facts are checked
Each product fact is quoted from the vendor’s own page, read on 10 Nov 2026, and linked in a footnote. A few come from dated trade press, and the footnote names it. “Not listed” or “not mentioned” refers to the page named, on that date. Prices are US list prices. The worked examples use made-up practices.
Our conflict of interest
Firmary gains if you choose Firmary. Treat our opinions as a vendor’s opinions. The comparison page has a section on when another tool fits a tax practice better than Firmary, and for most tax-season needs one does.
Corrections
Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
We last checked the facts on this tax site on 10 Nov 2026.
What this site compares
- 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.
- Tax organizers and questionnaires
- Structured questionnaires a client fills in before tax prep. From the vendor’s product or help pages.
- Document requests
- Asking clients for specific files, tracking what’s outstanding, and reminding them automatically. From the vendor’s product or help pages.
- E-signing
- Built-in electronic signatures, including knowledge-based authentication (KBA) where tax forms such as 8879 need it. From the vendor’s product, pricing or help pages.
- Tax software links
- A built-in integration with tax preparation software (for example Drake, Lacerte, UltraTax, CCH Axcess, ProConnect). From the vendor’s integrations page.
- 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.
- 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.
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 doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.
- 2
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.