AI tools for CPA firms & consultants

Accelo

No public prices; how-to-buy page

Client work management for professional services.

Run the business (all-in-one ops)

Anchor

$0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)Free tier

Automated proposals, billing and collections for service firms.

Quotes & estimatesInvoicing & collections

Apollo.io

Free sign-up; paid plan prices not in snapshot textFree tier

B2B contact database and sales engagement platform.

CRM & pipelineFollow-up & client updates

Better Proposals

Starter $13/user/mo (annual); Premium $21; Enterprise $42

Proposal software with templates and payments.

Quotes & estimates

Blue J

Individual $1,498/user/yr

Generative AI tax research for accountants.

Documents, drafting & e-sign

Bonsai

Basic $9/user/mo (annual); Essentials $19; Premium $29

All-in-one business management for agencies and freelancers.

CRM & pipelineQuotes & estimatesInvoicing & collections

Booke AI

AI Bookkeeper $129/business/mo (works inside QuickBooks & Xero)

AI bookkeeping automation for transaction categorization and reconciliation.

Internal automation & agents

Botkeeper

1-4 licenses $134/license/mo annual ($149 monthly); volume tiers lower; no free trial

AI-assisted bookkeeping automation for accounting firms.

Run the business (all-in-one ops)

Canopy

Standard $74/user/mo billed annually; Plus $109; Premium $149

Accounting practice management with client portal and tax resolution.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

Clay

Paid plans from about $54-$167/mo depending on actions; 14-day trial

Data enrichment and AI research for outbound prospecting.

CRM & pipelineGet found (SEO / AI search / local)

Double (formerly Keeper)

Pricing page shows add-ons; base plan prices not in snapshot text

Client collaboration and bookkeeping review for accounting firms.

Run the business (all-in-one ops)

Dubsado

Starter $335/yr; Premier $525/yr

CRM and workflows for service businesses.

CRM & pipelineQuotes & estimatesInvoicing & collections

Fathom (financial reporting)

Plans shown $67/mo (portfolio tier) to Pro Gold $450/mo; per-company pricing

Financial reporting, analysis and forecasting for accountants.

Documents, drafting & e-sign

Financial Cents

Solo $19/mo billed annually; Team/Scale priced per user

Workflow and client management for accounting firms.

Run the business (all-in-one ops)

Function Point

Standardize $53/user/mo (annual) or $58 monthly; Optimize $62/user/mo (annual); onboarding fee for new customers

All-in-one agency management for creative agencies: projects, resourcing, time, estimates and invoicing.

Run the business (all-in-one ops)

Harvest

Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)Free tier

Time tracking and invoicing for teams.

Invoicing & collectionsRun the business (all-in-one ops)

Hubdoc

$12/mo after 30-day free trial

Document capture and bank statement fetching for Xero users.

Internal automation & agents

Ignition

Plan prices not rendered in snapshot; free trial

Proposals, engagement letters and payments for professional services firms.

Quotes & estimatesInvoicing & collectionsDocuments, drafting & e-sign

Instantly

Outreach Growth $47/mo; bundles from $94/mo

Cold email outreach with deliverability tools.

Follow-up & client updates

Jetpack Workflow

Starter $49/seat; next tier $59/seat

Workflow management for accounting firms.

Run the business (all-in-one ops)

Juro

No public prices on pricing page

AI contract management for drafting, negotiation and e-signature.

Documents, drafting & e-sign

Karbon

Team $59/user/mo annual ($79 monthly); Business $89 ($99)

Practice management and workflow for accounting firms.

Run the business (all-in-one ops)Internal automation & agents

Lavender

Basic free forever; Starter $27/mo (annual); Individual Pro $45/moFree tier

AI email coach for sales emails.

Marketing content

LegalOn

No public prices; full platform priced by team size and licenses; book a demo

AI contract review, drafting and matter management for in-house legal teams, using attorney-built playbooks.

Documents, drafting & e-sign

lemlist

Email plan $55/mo yearly ($69 monthly)

Multichannel cold outreach with email and LinkedIn.

Follow-up & client updates

Liscio

File Intelligence $19/user/mo annual; Platform $49; $99 tier

Client portal, secure messaging and file exchange for accountants.

Documents, drafting & e-signFollow-up & client updates

Moxie

$10/mo ($120/yr); Pro $20/mo ($240/yr)

Client management for freelancers and agencies.

CRM & pipelineInvoicing & collections

Plutio

Core $19/mo; Pro $49; Max $199

All-in-one business app for freelancers and agencies.

Run the business (all-in-one ops)Invoicing & collections

Productive

Essential $10/user/mo; Professional $29/user/mo (minimums apply)

Agency management: projects, budgeting, resourcing and billing.

Run the business (all-in-one ops)

Proposify

Build $35/user/mo annual ($49 monthly)

Proposal software with templates, e-sign and analytics.

Quotes & estimates

Qwilr

Starter $35/user/mo (annual); Growth $55 (5-user min); Scale $75

Interactive web-based proposals and quotes.

Quotes & estimates

ShareFile

Advanced $16.50/user/mo annual ($18.15 monthly), 3-user minimum; Premium $26

Secure file sharing, client portal and e-signature.

Documents, drafting & e-sign

Smartlead

Tiered plans; pricing table not clearly parsed in snapshot

Cold email at scale with unlimited mailboxes.

Follow-up & client updates

SmartVault

$65/user/mo billed annually ($85 monthly), 2-3 user minimum

Document management and client portal for accounting firms.

Documents, drafting & e-sign

Soraban

No pricing page found

Tax practice client intake, document collection and workflow.

Intake & formsDocuments, drafting & e-sign

Spellbook

No public prices; 7-day free trial

AI contract drafting and review that works inside Microsoft Word.

Documents, drafting & e-sign

SuiteDash

START $19/mo ($180/yr), not per user

White-label client portal, CRM and project management.

CRM & pipelineDocuments, drafting & e-sign

Suralink

No public prices

Client document request management for CPA firms.

Documents, drafting & e-sign

TaxDome

Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr

All-in-one practice management, client portal and CRM for tax and accounting firms.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

TaxGPT

Prices not rendered in snapshot; free trial

AI tax research and assistant for tax professionals.

Documents, drafting & e-sign

Teamwork.com

Prices not in snapshot text; free trial

Project management for client services teams.

Run the business (all-in-one ops)

Uku

Solo from $19/mo; Team from $38/mo; Elite from $48/mo

Practice management for accounting firms.

Run the business (all-in-one ops)

Calendly

Free plan; Standard $10/seat/mo; Teams $16/seat/moFree tier

Scheduling links and automated booking.

Book & reschedule

ChatGPT

Free version available; paid plan prices not rendered in snapshot textFree tier

OpenAI general-purpose AI assistant.

Marketing contentInternal automation & agentsMeeting notes & knowledge

Claude

Free $0; Pro $17/mo annual ($20 monthly)Free tier

Anthropic AI assistant for writing, analysis and coding.

Marketing contentInternal automation & agentsDocuments, drafting & e-sign

Clockify

Free account; Standard $5.49/seat/mo annual; Pro $7.99; Enterprise $11.99Free tier

Free time tracker and timesheet app.

Run the business (all-in-one ops)

Dext

Partner (accountant) pricing per client, e.g., add-ons $7-$7.50/client/mo; small-business plan price not in snapshot

Receipt and invoice capture that publishes to accounting software.

Internal automation & agents

Dialpad

Plan prices not in snapshot text; free trial

AI-powered business phone system with transcription.

AI receptionist & after-hours callsMeeting notes & knowledge

Digits

Essentials $65/mo; Core $100/mo; Pro $250/mo

AI-native accounting and bookkeeping platform.

Internal automation & agents

Docyt

Accounting Suite from $299/property/mo; Daily Flash from $100/location/mo

AI bookkeeping and accounting automation.

Internal automation & agents

Fathom

Free forever; Team $15/user/mo annual ($19 monthly), 2-user minimumFree tier

AI meeting recorder and notetaker.

Meeting notes & knowledge

Fireflies.ai

Free forever; Pro $10/seat/mo annual ($18 monthly)Free tier

AI meeting notetaker with transcripts and summaries.

Meeting notes & knowledge

FreshBooks

Lite $23/mo (promo shown $4.60 for 4 months); higher tiers available

Invoicing and accounting for service businesses.

Invoicing & collections

Gamma

Free plan (400 credits, no refresh); paid Plus/Pro plans add monthly credits. Dollar prices not verified (gamma.app pricing page behind Cloudflare challenge)Free tier

AI tool that generates presentations, documents and websites from a prompt.

Marketing content

Granola

Basic $0; Business $14/user/mo; Enterprise $35/user/moFree tier

AI notepad that enhances your own meeting notes.

Meeting notes & knowledge

Gusto

Simple $49/mo + $6/person; Plus $80/mo + $12/person

Payroll, benefits and HR for small businesses.

Internal automation & agents

HoneyBook

Starter $29/mo billed yearly; Essentials $49/mo billed yearly

Client management for independent service businesses: proposals, contracts, invoices.

CRM & pipelineQuotes & estimatesInvoicing & collections

HubSpot

Free tools $0 for up to 2 users; Starter from $7-$20/seat/moFree tier

CRM with marketing, sales and service hubs plus AI.

CRM & pipelineFollow-up & client updatesMarketing content

Jamie

Free (10 AI notes/mo); paid plans from $37/seat/mo annualFree tier

Bot-free AI meeting notes.

Meeting notes & knowledge

Keap

Starting at $299/mo (or $2,988/yr)

CRM and marketing automation for small businesses.

CRM & pipelineFollow-up & client updates