FirmTamer vs. AccountingHub.io Comparison Chart

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.

Unlock the full potential of your team with Worksection, the ultimate online project management tool designed to streamline workflows and supercharge collaboration. Tailored for small to medium-sized teams, its intuitive interface ensures everyone, from tech newbies to seasoned pros, can hit the ground running. Join over 1,600 forward-thinking marketing agencies, design studios, software developers, law firms, and architectural offices already transforming their businesses with Worksection. If you bill by the hour, this is your secret weapon. Tackle complex projects effortlessly with built-in time tracking, efficient task management, Gantt charts, Kanban boards, and a hub for all your communications. Dive into detailed reports that offer deep insights into your team’s performance, empowering you to make smart, data-driven decisions. And when you need it, rely on our friendly support to keep you moving forward. Transform how you manage projects today with Worksection.

Achieve Your Goals with Goalscape. Goalscape’s Visual Goal Management is an ingenious leap forward from To-Do Lists, Spreadsheets, and Kanban Boards, unifying teams with clarity and purpose. Goalscape puts your goals at the center of attention, allowing you to break big goals into smaller subgoals, prioritize, and track progress visually. This alignment fosters thriving businesses, flourishing lives, and a world that feels better connected. With Goalscape, you don’t just manage tasks—you achieve meaningful goals that inspire and transform! Goalscape was developed by Olympic athletes and is trusted by thousands of individuals, teams, and enterprises worldwide.

Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere.

Less admin. More training. Arlo is a purpose-built training management system designed for training providers. It enables you to manage course registrations, payments, websites, CRM, and reporting all through one powerful platform. Effortlessly create courses, automate communications, and manage your training schedule & presenters across face-to-face, live-online, and blended learning. Automate the entire registration workflow with customizable forms, flexible payment options and smart invoicing. Leverage waitlists, discounts, and registration rules for private and public courses. Manage client records, relationships and leads all in one place. Track course performance, build customizable reports and make informed decisions that drive growth. Drive more traffic, optimize conversions and update your website in real time. Seamlessly integrate your website or use Arlo’s modern, out of the box solution.

HR Partner is a simple, all-inclusive online HR Management system for businesses with 20 to 500+ employees. It gives you everything you need to manage your HR processes and reduce the time spent on HR administration tasks. HR Partner includes: - Employee Records Management One secure place to store contact data, files, reviews, assets, and more - Leave Requests, Accruals & Approvals A simple, transparent process for employees and admin users - Onboarding & Training Checklists Assign a set of tasks for employees to check off, read, sign, upload or watch - Recruitment and Applicant Tracking Publish jobs and manage applicants with a visual tracking system - Employee Portal Empower team members the information and tools they need - Electronic Signatures Let employees or job applicants sign HR documents electronically -Plus a Lot More 100's more features including timesheets, library, organizational chart, and more. Start a free trial or request a demo!

Tai Software is a fully integrated Transportation Management System (TMS) built to meet the real needs of freight brokers. It efficiently manages Full Truckload (FTL), Less Than Truckload (LTL), and more, helping optimize operations, enhance carrier selection, win more business, and improve profitability. Tai connects with leading LTL carriers, load boards, tracking tools, and other platforms to centralize workflows and eliminate inefficiencies. Brokers and 3PLs rely on Tai to quote smarter, book faster, automate repetitive tasks, and gain real-time visibility into every shipment. All from one single screen. By embedding AI and machine learning into daily operations, Tai TMS helps teams focus on strategic growth, improve service, and adapt quickly in a shifting market. Empowering brokerages to do more with less, Tai turns complexity into clarity, so brokers can scale efficiently without sacrificing control.

30 DAY FREE TRIAL! No credit card required. Plans as low as $9/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX!