Everything your firm needs, for less
One plan with every feature and AI included, from $47 per user a month. Here is how ProCharted compares with other practice-management tools.
No tiers, no add-ons, no per-client fees.
Ask ProCharted answers from your own data and sets up work in one sentence.
Add help for the busy season, February 1 to April 30, at no extra cost.
Our team helps you move over, at no extra cost.
How we compare
| ProCharted | Karbon | Canopy | TaxDome | Financial Cents | |
|---|---|---|---|---|---|
| Month-to-month option | ✓$59 per user, any team size | ~Teams of 4+ only | ✕No | ✕Yearly only | ~Teams of 5+, 12-month agreement |
| One plan with every feature | ✓Yes | ✕3 plans | ✕Plans + paid add-ons | ✕3 plans | ✕Plans + add-ons |
| AI included | ✓Ask questions, create work and reports by asking, write emails | ✓Email writing and summaries | ~Yes, with monthly usage caps | ~Document AI; AI assistant announced | ✓Email drafting, file AI |
| Recurring work and automations | ✓Yes | ~Automations on Business plan | ✓Yes | ✓Yes | ✓Yes |
| Shared work queues by role | ✓Yes | ✓Yes | ✓Yes | ~Partly | ✕No |
| Client portal | ✓Yes | ✓Yes | ✓Yes | ✓Yes | ✓Yes |
| E-signatures included | ✓Yes | ✕Paid credits | ✓Yes | ✓Yes | ✓Yes |
| Client folders and documents | ✓Yes | ~Basic | ✓Yes | ✓Yes | ✓Yes |
| Automatic client reminders | ✓Email sequences | ~Business plan | ✓Yes | ✓Yes | ~Scale plan |
| Email inside the app | ✓Outlook | ✓Gmail, Outlook | ✓Gmail, Microsoft 365, IMAP | ✓Gmail, Outlook, IMAP | ✓Gmail, Outlook |
| Time tracking and invoices | ✓Yes | ✓Yes | ✓Yes | ✓Yes | ✓Yes |
| QuickBooks Online | ✓Yes | ✓Yes | ✓Yes | ✓Yes | ✓Yes |
| Text messages (SMS) to clients | ✕No | ✕No | ✕No | ✓Yes | ~Reminders only |
| Mobile app | ~Works in the phone browser | ✓Firm app | ✓Firm + client apps | ✓Firm + client apps | ✕No |
| Seasonal staff | ✓Free, Feb 1 – Apr 30 | ✕No | ✕No | ~Paid 4-month seats | ✕No |
| Unlimited clients | ✓Yes | ~Team plan: 1,000 contacts | ~Some add-ons charged per client | ✓Yes | ✕No |
Compared on October 26, 2026 using each company's public website (karbonhq.com, getcanopy.com, taxdome.com, financial-cents.com). Features and plans change; please check each company's website for current details. ✓ yes · ~ partly or on some plans · ✕ no. All trademarks belong to their owners.
Switching is easier than you think
Import your clients from a spreadsheet and our team helps you set up, at no extra cost. Try every feature free for 14 days.