Who publishes this CRM guide, and why Firmary gets no pick
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
Why this site exists. “Best CRM for accounting firms” hides two questions: whether a firm needs a sales CRM at all, and which tool should carry a prospect to a signed engagement. We answer both, and we list general CRMs next to accounting practice software because firms choose between them.
How the tools were picked. We included the four accounting practice suites whose own pages describe a CRM and proposals or engagement letters (Canopy, Financial Cents, Karbon and TaxDome), the proposal tool Ignition, and two general CRMs, HubSpot and Zoho CRM. For HubSpot and Zoho CRM we report only what their own pages say, and we don’t guess at what they lack for accounting work. Firmary is listed and labeled Ours.
How facts are sourced. Every product fact links to the page it came from through a numbered note, and every page was read on 10 Nov 2026. Prices are list prices on that date. Where a page shows two prices without saying which billing period applies, we say so and give both.
The conflict, plainly. Firmary makes money if you choose Firmary. Firmary doesn’t offer a prospect pipeline today, so it has no pick in this site’s shortlist, and the comparison’s section on when another tool fits better than Firmary is long for that reason. Firmary’s facts come only from what Firmary publishes on firmary.app. There are no scores or rankings anywhere on the site.
Corrections. Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
Last checked: 10 Nov 2026.
What this site compares
- CRM and pipeline
- Tracking prospects and contacts, a sales pipeline, and turning a won lead into a client. From the vendor’s product or pricing pages.
- Proposals and engagement letters
- Sending a priced proposal or engagement letter the client signs, ideally starting billing. From the vendor’s product or pricing pages.
- Invoicing and payments
- Invoices, card and ACH payments, autopay and recurring billing, and the stated processing fees. From the vendor’s pricing or payments pages.
- Automation
- Rules that move work along without a person: status changes, client reminders, job creation, triggers and actions. From the vendor’s product or pricing pages; plan limits noted.
- 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.
- Free trial or free plan
- Whether a firm can try it before paying, and for how long. From the vendor’s pricing or sign-up page.
- QuickBooks and Xero links
- A built-in integration with QuickBooks Online or Xero, and what it syncs. From the vendor’s integrations page.
- 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.
- API and AI-assistant connections
- A public API, and whether staff or clients can connect AI assistants such as Claude or ChatGPT (for example over MCP). From the vendor’s developer pages and dated announcements.
- 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.
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