Anchor
$0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)Free tier
Automated proposals, billing and collections for service firms.
Checked Oct 15, 2026 DetailsVisit Anchor ↗
Invoicing & payments software for CPA firms & consultants
We list 13 invoicing & payments software for CPA firms & consultants, each checked on the vendor's own site. 12 publish a starting price; the lowest we found is $0 (free to start), from Anchor (vendor page: “$0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)”).
Updated Oct 15, 2026
Featured · paid placements are labeled “Ad”
Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Anchor | Automated proposals, billing and collections for service firms. | $0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription) | Oct 15, 2026 |
| Bonsai | All-in-one business management for agencies and freelancers. | Basic $9/user/mo (annual); Essentials $19; Premium $29 | Oct 15, 2026 |
| Canopy | Accounting practice management with client portal and tax resolution. | Standard $74/user/mo billed annually; Plus $109; Premium $149 | Oct 15, 2026 |
| Dubsado | CRM and workflows for service businesses. | Starter $335/yr; Premier $525/yr | Oct 15, 2026 |
| Harvest | Time tracking and invoicing for teams. | Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly) | Oct 15, 2026 |
| Ignition | Proposals, engagement letters and payments for professional services firms. | Contact for pricing* | Oct 15, 2026 |
| Moxie | Client management for freelancers and agencies. | $10/mo ($120/yr); Pro $20/mo ($240/yr) | Oct 15, 2026 |
| Plutio | All-in-one business app for freelancers and agencies. | Core $19/mo; Pro $49; Max $199 | Oct 15, 2026 |
| TaxDome | All-in-one practice management, client portal and CRM for tax and accounting firms. | Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr | Oct 15, 2026 |
| FreshBooks | Invoicing and accounting for service businesses. | Lite $23/mo (promo shown $4.60 for 4 months); higher tiers available | Oct 15, 2026 |
| HoneyBook | Client management for independent service businesses: proposals, contracts, invoices. | Starter $29/mo billed yearly; Essentials $49/mo billed yearly | Oct 15, 2026 |
| QuickBooks Online | Small business accounting with AI agents for invoicing and bookkeeping. | Simple Start $38/mo ($19 promo for 3 months); Essentials $85/mo | Oct 15, 2026 |
| Xero | Cloud accounting for small businesses. | Early $27/mo, Growing $59/mo, Established $97/mo (intro offer: $5.40/$11.80/$19.40 per month for the first 3 months) | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Bonsai
Basic $9/user/mo (annual); Essentials $19; Premium $29
All-in-one business management for agencies and freelancers.
Checked Oct 15, 2026 DetailsVisit Bonsai ↗
Canopy
Standard $74/user/mo billed annually; Plus $109; Premium $149
Accounting practice management with client portal and tax resolution.
Checked Oct 15, 2026 DetailsVisit Canopy ↗
Dubsado
Starter $335/yr; Premier $525/yr
CRM and workflows for service businesses.
Checked Oct 15, 2026 DetailsVisit Dubsado ↗
Harvest
Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)Free tier
Time tracking and invoicing for teams.
Checked Oct 15, 2026 DetailsVisit Harvest ↗
Ignition
Plan prices not rendered in snapshot; free trial
Proposals, engagement letters and payments for professional services firms.
Checked Oct 15, 2026 DetailsVisit Ignition ↗
Moxie
$10/mo ($120/yr); Pro $20/mo ($240/yr)
Client management for freelancers and agencies.
Checked Oct 15, 2026 DetailsVisit Moxie ↗
Plutio
Core $19/mo; Pro $49; Max $199
All-in-one business app for freelancers and agencies.
Checked Oct 15, 2026 DetailsVisit Plutio ↗
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.
Checked Oct 15, 2026 DetailsVisit TaxDome ↗
FreshBooks
Lite $23/mo (promo shown $4.60 for 4 months); higher tiers available
Invoicing and accounting for service businesses.
Checked Oct 15, 2026 DetailsVisit FreshBooks ↗
HoneyBook
Starter $29/mo billed yearly; Essentials $49/mo billed yearly
Client management for independent service businesses: proposals, contracts, invoices.
Checked Oct 15, 2026 DetailsVisit HoneyBook ↗
QuickBooks Online
Simple Start $38/mo ($19 promo for 3 months); Essentials $85/mo
Small business accounting with AI agents for invoicing and bookkeeping.
Checked Oct 15, 2026 DetailsVisit QuickBooks Online ↗
Xero
Early $27/mo, Growing $59/mo, Established $97/mo (intro offer: $5.40/$11.80/$19.40 per month for the first 3 months)
Cloud accounting for small businesses.
Checked Oct 15, 2026 DetailsVisit Xero ↗
Also works for any business
General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.
Mercury
Banking $0/mo; paid plans availableFree tier
Business banking with invoicing and bill pay.
Checked Oct 15, 2026 DetailsVisit Mercury ↗
Relay
Starter $0/mo; Grow $30/mo; Scale $90/moFree tier
Small business banking and money management.
Checked Oct 15, 2026 DetailsVisit Relay ↗
Square
Square Free plan $0/mo; processing fees applyFree tier
Payments, POS and invoicing.
Checked Oct 15, 2026 DetailsVisit Square ↗
Square Appointments
Free plan referenced on page title; paid tier prices not in snapshot textFree tier
Booking and payments for appointment businesses.
Checked Oct 15, 2026 DetailsVisit Square Appointments ↗
Stripe
Pay-as-you-go processing fees; no monthly fee on standard pricing
Online payments, invoicing and billing.
Checked Oct 15, 2026 DetailsVisit Stripe ↗
Wave
Starter plan free; Pro plan paid (amount not in snapshot text)Free tier
Free invoicing and accounting for small businesses.
Checked Oct 15, 2026 DetailsVisit Wave ↗
Zoho Books
Free plan for micro businesses; Standard $15/org/mo billed annually ($20 monthly)Free tier
Online accounting software.
Checked Oct 15, 2026 DetailsVisit Zoho Books ↗
FAQ
What invoicing & payments software work for CPA firms & consultants?
13 tools on this page, including Anchor, Bonsai, Canopy, Dubsado. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which invoicing & payments software for CPA firms & consultants publish their prices?
12 of 13: Anchor ($0 monthly subscription; per-transaction fees apply (snapshot shows "$5" and $0 subscription)); Harvest (Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)); Bonsai (Basic $9/user/mo (annual); Essentials $19; Premium $29); Moxie ($10/mo ($120/yr); Pro $20/mo ($240/yr)); Plutio (Core $19/mo; Pro $49; Max $199). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for Anchor, Harvest state a free tier or free plan as of our last check.
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