TaxDome puts CRM, pipelines, a client portal, e-signatures, secure chat, proposals, and invoicing in one system so a tax or bookkeeping firm is not bouncing between email, a file share, and a separate billing tool. Clients get a web portal and iOS/Android apps to upload documents, sign, and pay.

US and Canada pricing is per seat, billed upfront for 1, 2, or 3 years. Essentials is $800 per user per year on a 1-year term ($700 on 3 years) and is limited to one team member. Pro is $1,000 per user per year ($900 on 3 years) and adds workflow automation, team chat, AI reporting, a branded URL, IRS transcript download, and 120 general-ledger connections for bookkeeping clients. Business is $1,200 per user per year ($1,100 on 3 years) and adds Client Care (TaxDome answers client platform questions), a 365-day activity feed, unlimited ledger connections, and faster support (about 6-hour response). Pro can add $100/month seats. Business can add $500 seasonal seats for four months.

Choose TaxDome if you want one vendor for portal, workflow, and billing and you can pay annually. Essentials is the wrong plan the moment a second person needs a login. Implementation is a project; firms that skip training stall. This is for firms, not for an owner doing their own books.

Clients and contacts in one list, with pipelines for tax, bookkeeping, and accounting work.

Unlimited CRM

Clients upload, sign, message, and pay from the web or the TaxDome iOS and Android apps. Business plan can white-label the app at 25+ seats.

Client portal and mobile apps

Pro and Business include ready-made pipelines for tax and bookkeeping so organizers, signatures, and invoices trigger the next step.

Workflow automation

Unlimited storage and e-signatures on every plan, including knowledge-based authentication when you need extra identity checks.

Documents and e-signatures

Send an engagement letter, collect the signature, and take payment (including Stripe) in one thread instead of a separate proposal tool.

Proposals and payments

Pro includes 120 client general-ledger connections with no per-client fee. Business removes the cap. Categorize client transactions inside TaxDome.

Bookkeeping ledger connections

TaxDome

Essentials

Business

Canopy is practice management for US CPA, tax, and bookkeeping firms. Client records, documents, e-signatures, organizers, tasks, time, invoices, and portal messages live on one engagement instead of across a file share, a task app, and a separate billing tool.

Standard is $74 per user per month billed annually and includes CRM, document management, eSign, the client portal, task workflows, invoicing, and payments. Plus is $109 and adds roles, capacity planning, and custom reporting. Premium is $149. Enterprise is a custom quote aimed at very large firms. Add-ons sit on top of those seats: tax workflow automation from $34 per client credit, close automation at $10 per connected client per month (first five connections included), and tax resolution at $50 per user per month. Card payments are 3.30% + $0.20; ACH is 1% capped at $10. Annual billing is 20% less than monthly.

Pick Canopy if IRS transcript pulls, notice workflows, and tax-season intake belong in the same system as billing. Skip it if you need a global, multi-currency practice OS or you only want a lightweight task board. This is a firm operating system. Plan for a real implementation, not a weekend swap.

One client record for contacts, requests, secure messages, and a branded portal. Clients upload and sign from the web or the mobile app.

Client CRM and portal

Store files on the client, run eSign (including KBA at $1.25 per credit), and use AI to rename uploads and place signature fields.

Recurring tasks, role-based assignments, timers, WIP, and (on Plus) capacity planning so busy-season work does not pile onto the same two people.

Workflows and time

Invoices, recurring billing, retainers, and online card or ACH collection. Group billing combines related entities on one invoice.

Invoicing and payments

Optional add-on: pull up to 20 years of IRS transcripts, track notices, and auto-fill 200+ federal and state forms from $50/user/month.

Tax resolution tools

Tax workflow automation (intake through delivery) from $34 per client credit. Close automation scans connected ledgers from $10 per client per month.

Tax and close add-ons

Canopy

Standard

Plus

Premium

Enterprise

Double (formerly Keeper) is close software for bookkeeping and accounting firms, and for in-house finance teams. You connect each client's QuickBooks Online or Xero file. The team categorizes bank feeds, attaches workpapers, messages the client, and posts journal entries from one close page. Changes sync back to the ledger. It does not replace QuickBooks or Xero. The client's books still live there.

Firms pay per connected client, with unlimited users. Core is $10 per client per month for a cash-basis close: two-way ledger sync, AI bank feeds, a branded client portal, 1099/W-9 tracking, tasks, and reports. Plus is $25 and adds receipt capture. Scale is $50 and adds accruals plus AI journal entries from source files such as payroll reports. Tax Suite is $200 per month on an annual commitment. Extra practice inboxes are $10 each; Core includes one. In-house finance teams get an annual flat quote with NetSuite and Sage Intacct. You start with a demo, then a guided trial. You need at least one connected client (or your QuickBooks Online Accountant file).

Skip it if you close your own books. Double is priced and built for a firm running many client closes, not a 5-person shop in QuickBooks. Quarterly clients are still billed every month. A 20-client cash-basis book on Core is $200 per month; the same book on Plus is $500. Book the demo and run one real close before you move checklists out of a spreadsheet or another practice tool.

Connect QuickBooks Online or Xero. Tasks, workpapers, client questions, and review live on one close. Posts write back to the client's file.

Close page on the live ledger

Included on Core and above. Transactions land in matches, rules, auto-classifications, or needs-review so you approve instead of coding from scratch.

AI bank feeds

Receipt capture starts on Plus ($25/client). Accruals and AI journal entries from payroll, POS, or settlement PDFs start on Scale ($50/client).

Receipts, accruals, and journal entries

Branded portal uses email magic links. Clients upload docs and answer questions on the close instead of a separate thread.

Client portal without another password

Core includes vendor threshold tracking and W-9 requests so year-end 1099 work starts during the monthly close.

1099 and W-9 tracking

Put cash-basis clients on Core and accrual clients on Scale. Unlimited staff. Unconnected prospects are free. Quarterly clients still bill monthly.

Per-client mix and match

Double is close software for bookkeeping firms on QuickBooks Online or Xero. Per-client pricing from $10/mo. Not a ledger, and not for DIY owners.

Double Review: Close Software for Bookkeeping Firms

Double

Core

Scale

Tax Suite add-on

Internal finance

Keeper is a month-end close management software designed for accounting firms and internal finance teams. It streamlines month-end processes with integrated review tools, client communication, and AI features that automate manual tasks. The platform integrates directly with popular accounting software like QuickBooks Online, Xero, Sage, and NetSuite, ensuring that workflows are grounded in real financial data.

Automate the creation of journal entries with AI.

AI Journal Entries

Manage client communications and tasks through a dedicated portal.

Client Portal & App

Streamline the review process with integrated tools.

Integrated Review Tools

AI Bank Feeds

Generate comprehensive financial reports.

Reports

Keeper

Botkeeper is an automated bookkeeping solution designed specifically for accounting firms. It leverages AI to automate manual bookkeeping tasks, allowing firms to save time and scale their operations. With a focus on security and compliance, Botkeeper ensures that financial data is managed safely and accurately. The platform offers unmatched support and a proven process that has benefited over 200 accounting firms and 5000+ business clients.

Automates transaction categorization, bank reconciliation, and journal entries.

AI-Powered Automation

Scales to unlimited clients and grows with your firm.

Scalability

SOC2 Type 2 compliance and bank-grade security for safe data management.

Security

Easy online signup process to get started quickly.

Frictionless Signup

Comprehensive support options including training and resources.

Fanatical Support

Botkeeper

1 - 4 Licenses

5 - 9 Licenses

10 - 24 Licenses

25+ Licenses

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our US-based accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners.

You are matched with a dedicated expert who understands your business.

Dedicated Bookkeeper

Get reliable reports delivered on time every month.

Real-time Financial Insights

Access your financial data and communicate with your team on the go.

Mobile App

Utilize performance dashboards and insights for better decision-making.

AI-Powered Insights

Bookkeeper360

Monthly

Weekly

Business Tax

Bench simplifies small business accounting by combining intuitive software that automates the busywork with real, professional human support. They offer ongoing online bookkeeping services, catch-up bookkeeping, income tax filing and advisory, and tax resolution services. Their platform features automation, document organization, and real-time financial reporting to help business owners manage their finances effectively.

Intuitive software that automates busywork with powerful tools.

Easy-To-Use Platform

Effortless messaging with your Bench team for unlimited support.

Communication

Upload, manage, and access financial documents swiftly.

Document Organization

Connect financial accounts to automate data entry and reduce errors.

Automation

Access or download updated income statements or balance sheets in real-time.

🗃️Practice Management (for firms)