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

Hurdlr automatically tracks all of your mileage, expenses, income streams, and tax deductions in real-time. On average, freelancers and small business owners find over $5,600 in tax deductions. The app provides real-time year-end and quarterly tax estimates for independent contractors, helping to lower 1099 taxes.

Never miss a trip with automatic tracking, maximizing your deductions.

Automatic Mileage Tracking

Capture your business expenses and receipts, claim every deduction.

Expense Tracking

Know the taxes you owe and when to pay, with live tax estimates and reminders.

Tax Estimates

Easy and complete invoicing for owners who need power and speed.

Invoicing

Easy-to-understand Income Statement (P&L), Balance Sheet, and other key financial statements.

Core Financial Reports

Hurdlr

MileIQ is an automatic mileage tracking app that helps users accurately log their drives for tax deductions and expense reimbursements. It saves users time by automatically classifying drives based on work hours and frequent locations, allowing for easy submission of tax-compliant reports. With over 1 million active users and 80,000+ 5-star reviews, it is recognized as the #1 mileage tracking app.

MileIQ tracks your drives automatically without the need for manual logging.

Users can classify drives as business or personal with a simple swipe.

Drive Classification

Submit mileage reports that comply with tax regulations with just a tap.

Tax-Compliant Reports

MileIQ saves drivers an average of 70 hours per year on mileage tracking.

Time Savings

Easily classify drives and submit reports from a single dashboard.

User-Friendly Interface

MileIQ

Free Plan

Premium Plan

Monthly Plan

TaxLens is the ultimate business receipt scanner and organizer app built for freelancers to automate bookkeeping and audit-proof expenses. It turns receipts into tax-ready deductions and helps users track their tax savings efficiently. With smart AI scanning, auto-categorization, and accountant-ready reports, TaxLens simplifies small business expense tracking.

Extracts merchant, date, totals, and tax in seconds.

Smart AI Scanning

Automatically distinguishes between Business vs Personal expenses.

Tax-Ready Categorization

Generates professional PDF audit packets with receipt images.

Accountant-Ready Reports

Auto-detects 30+ currencies and converts amounts using historical exchange rates.

Multi-Currency Support

Your digital receipt vault — safely stored on-device or synced via iCloud.

Secure Receipt Keeper

TaxLens

Quipu is an all-in-one invoicing and treasury solution designed for freelancers, companies, and bookkeepers. It simplifies the management of invoicing, cash flow, and taxes, allowing users to focus on their core business activities. With features like automated billing processes and real-time cash flow visualization, Quipu helps users make informed financial decisions.

Easily create and send invoices while tracking their status from anywhere.

Automated Invoicing

Synchronize income sources and visualize cash flow with real-time data.

Cash Flow Management

Utilize OCR technology to register invoices quickly and reliably.

Document Digitization

Automatically associate bank movements with corresponding invoices.

Bank Reconciliation

Benefit from auto-completion of tax forms and specialized advisory services.

Tax Management

Quipu

Starter

Wolters Kluwer offers sales tax and use tax compliance solutions designed to help businesses navigate complex regulations and avoid costly penalties. Their CCH® SureTax® software provides accurate tax calculations, automated reporting, and integration with various ERP systems, ensuring compliance across over 26,000 U.S. jurisdictions. With a team of tax experts and over 100 years of experience, they support businesses of all sizes in managing their sales tax obligations efficiently.

CCH SureTax calculates required tax in milliseconds, considering product specifics and sale location.

Automated Tax Calculation

Offers solutions for managing exempt sales certificates tailored to business needs.

Exemption Certificate Management

Advanced reporting tools allow for customizable reports and deeper insights into sales and tax data.

Streamlined Reporting

Identifies nexus obligations and logs transaction details for compliance analysis.

Nexus Tracking

Up-to-date forms that automatically recalculate and allow for hands-free filing.

Interactive Returns

Wolters Kluwer

Vertex Inc. provides enterprise tax compliance solutions designed for global tax and finance teams. The platform automates tax compliance across global commerce transactions, integrating tax determination, e-invoicing, compliance reporting, and trusted tax data. Vertex helps businesses manage compliance complexity across multiple ERP systems, ensuring confident and compliant growth.

Connect AI to compliance workflows to improve calculations, reduce manual effort, and enhance global tax compliance.

AI-Driven Compliance

Gain visibility into global tax obligations and make informed decisions with AI-driven insights.

Real-Time Visibility

Maintain control and transparency with AI agents designed for oversight and compliance.

Audit-Ready Control

Vertex

TripLog is an automatic mileage tracking app designed for individuals and teams. It simplifies the process of tracking and reporting mileage, expenses, and time management, making it ideal for freelancers, employees, and mobile workforces. With features like automatic trip capture and expense tracking, TripLog helps users maximize their tax deductions and reimbursement efficiency.

Capture every trip automatically with accuracy you can trust.

Track business expenses, scan receipts, and generate reports easily.

Expense Management

Clock in and out, capturing time across jobs and projects.

Time Management

Generate reports that comply with tax regulations.

Tax-compliant Reports

Access unlimited reporting features with the Premium plan.

Unlimited Reporting

TripLog

Basic

Found is an online business banking platform designed for small business owners, providing a seamless experience for managing finances. It consolidates banking, bookkeeping, and tax management into one platform, allowing users to send invoices, pay contractors, and track receipts efficiently. The platform also estimates quarterly taxes and categorizes expenses automatically, making it easier for users to stay organized and prepared for tax season.

Found estimates your quarterly taxes and sets money aside when you get paid.

Automatic Tax Estimation

Automatically tracks and categorizes expenses when using the Found card.

Send unlimited payments to contractors without per-contractor fees and collect necessary tax forms.

Contractor Management

Found

Found Plus

Found Pro

Everlance is a mileage tracker app that automates mileage and expense tracking for self-employed individuals and small businesses. It allows users to track their miles automatically using GPS, log expenses easily, and maximize tax deductions. The app is designed to simplify tax preparation by providing IRS-compliant reports and automatic expense tracking features.

Track your miles automatically with GPS, allowing you to focus on driving.

Sync your credit card to automatically log expenses and categorize them.

Scan transactions for potential tax deductions to maximize savings.

Deduction Finder

Generate and download IRS-compliant mileage logs and expense reports.

IRS-Compliant Reports

Snap photos of receipts and attach them to expenses for easy organization.

Receipt Management

Everlance

Professional

Anrok is a global sales tax solution platform that automates sales tax compliance for modern commerce. It provides real-time monitoring across 100+ countries and automated filing, powered by an AI-native platform that is easy to use and fast to implement. Anrok helps businesses manage their sales tax and VAT compliance effortlessly, allowing them to focus on growth without the burden of tax complexities.

Always collect the right tax with the most accurate rules for modern businesses.

Real-time tax calculation

Built-in filing, remittance, and reconciliation simplify reporting.

Automated filing and remittance

Monitor nexus and register instantly to protect your revenue as you grow.

Nexus monitoring

An AI-native tax assistant that catches problems before you notice them.

Anrok Atlas

Anrok

Custom

TaxJar is reimagining how businesses manage sales tax compliance. Our platform automates the entire sales tax lifecycle, from calculations to filing, across all sales channels. With innovative technology and award-winning support, we simplify compliance so you can grow with ease. TaxJar is trusted by over 20,000 high growth businesses and delivers 99.999% historical uptime, ensuring your checkout never stops.

Instantly calculate accurate sales tax at checkout using up-to-date rates and address validation.

Real-time Calculation

Automatically submit returns and remittance to each jurisdiction, ensuring you never miss a deadline.

AutoFile

Helps you stay ahead of your sales tax responsibilities by tracking economic nexus across states.

Nexus Insights Dashboard

Get detailed, up-to-date reports on sales and sales tax collected or due by state and jurisdiction.

Sales Tax Reports

Easy-to-use integrations with popular platforms and a flexible API for custom solutions.

Integrations

TaxJar

Avalara is a cloud-based tax compliance software that automates sales tax compliance across 190+ countries. With over 20 years of tax expertise, Avalara uses an AI platform to calculate, file, classify, and manage compliance seamlessly within existing business systems. The platform supports various tax types, including sales tax, VAT, and property tax, and integrates with numerous ERPs and billing platforms.

Calculate sales tax across 12,000+ U.S. jurisdictions in real time with high accuracy.

Real-time Tax Calculation

Automate the preparation, filing, and remittance of tax returns across all U.S. jurisdictions.

Automated Returns Filing

Support for VAT and customs duties to facilitate international sales.

Cross-Border Tax Support

Utilize AI agents for accurate tax calculations and compliance management.

AI-Powered Compliance

Monitor nexus risk and manage exemption certificates for B2B and B2C sales.

Nexus Risk Monitoring

Avalara

Pilot provides bookkeeping, tax, and CFO services tailored for startups and small businesses. Their approach combines intelligent software with expert guidance from former CFOs to help businesses manage their finances effectively. With a focus on real-time expense tracking and strategic financial insights, Pilot aims to empower business owners to make informed decisions and optimize their growth potential.

Track company expenses in real time to identify potential savings.

Real-time Expense Tracking

Model cash flow scenarios to understand hiring capabilities.

Cash Flow Modeling

Maintain compliant books year-round to maximize tax benefits.

IRS-ready Books

Receive strategic insights from experienced CFOs.

Expert Financial Guidance

Get tailored reports to meet the needs of partners, lenders, and investors.

🗂️Tax Preparation & Compliance