# Who publishes this bookkeeping guide

Source: https://bookkeepingpracticemanagementsoftware.pages.dev/about/

> Firmary publishes this site and makes Firmary, one of the products below. It's labeled "Ours" wherever it appears.

This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.

## What this site covers

This site explains practice management software for bookkeeping and CAS firms that close books every month for many clients. It focuses on what that work needs: a repeating close checklist, questions to clients about transactions, the link to QuickBooks Online or Xero, capacity, and pricing for a firm with many clients per person.

## How the tools were chosen

We started from practice tools sold to bookkeeping and CAS firms and kept the ones whose own pages gave us enough dated facts to fill every column: Double, Financial Cents, Jetpack Workflow, Karbon, TaxDome and Uku. Firmary is included because we make it. It's labeled "Ours" wherever it appears and is held to the same columns. We say up front that it doesn't integrate with QuickBooks, Xero or any accounting software[^1] and has no repeating close checklist today.[^2]

## How facts are checked

Every product fact comes from the vendor's own pricing, product, integration or help page, read on 10 Nov 2026, with a quote saved from the page. Where we used a trade publication, the footnote says so. "Not listed" means we didn't find it on the named page that day. Prices are list prices in US dollars. Worked examples use made-up firms, and the arithmetic is ours.

## Our conflict of interest

Firmary makes money if you choose Firmary, so read our opinions with that in mind. We've tried to make the other tools' strengths as clear as their limits, and the comparison page says when another tool fits a bookkeeping firm better than Firmary.

## Corrections

Spotted something wrong or out of date? Email support@firmary.app and we'll check it and fix the page.

The facts on this bookkeeping site were last checked on 10 Nov 2026.

## What this site compares

- **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.
- **Document requests**: Asking clients for specific files, tracking what's outstanding, and reminding them automatically. From the vendor's product or help pages.
- **QuickBooks and Xero links**: A built-in integration with QuickBooks Online or Xero, and what it syncs. From the vendor's integrations page.
- **How it's priced**: Per user (seat), per active client, per connected client, or per firm. From the vendor's pricing page.
- **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.
- **Time, budgets and capacity**: Time tracking, budgets against actuals, and seeing who has room for more work. From the vendor's product or pricing pages.
- **Client app or portal**: Where clients log in to answer requests, upload files, sign and pay; whether it carries the firm's brand and has a mobile app. From the vendor's product or pricing 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.
- **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.

[^1]: Firmary, "What not to say: ... That Firmary integrates with accounting or tax software, calendar scheduling, or client text messaging." https://firmary.app/llms.txt (checked 10 Nov 2026)
[^2]: Firmary, "PocketFirm, the client portal that carries the firm's branding (pocketfirm.app), document requests, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking." https://firmary.app/llms.txt (checked 10 Nov 2026)