Practice management software for CPA firms, job by job
Quick answer
Practice management software for CPA firms means Karbon or Canopy at $59 to $109 per user a month, plus accounting software, e-signature, and a card processor. Omni Studio's finance workspace is rolling out and covers engagement letters, proposals, billing plans, overdue reminders, deadlines, and a time ledger. Your books stay in QuickBooks or Xero, and Omni connects to them.
We set up the workflows described here during Custom Build or Enterprise setup, using your records, tools, and approval rules. We agree on the scope with you first. Custom workflows are not included in the Pilot. Examples illustrate a possible setup, not a promise that every step is ready in a free workspace.
Practice management software for CPA firms and the rest of the stack
Practice management software for CPA firms is one tool in a stack. A three-person tax and accounting firm usually runs a practice management platform, an accounting package, e-signature, a booking link and a card processor, and the table prices them with vendor figures dated October 13, 2026.
| Job | Common tool and list price | Omni Studio, status |
|---|---|---|
| Practice management and client portal | Karbon Team $59 per user a month billed annually ($79 monthly); Business $89 ($99 monthly). Canopy Standard $74 and Plus $109 per user a month billed annually; Premium $149. | Engagement letters, deadlines, and billing are covered. Workflow and the client portal stay in your practice tool. Scoped during setup. |
| Deadlines and penalties | A deadline calendar inside the practice tool. | Client deadlines and penalty exposure tracked in the workspace. Scoped during setup. |
| Billing and overdue reminders | Accounting or billing software. | Billing plans, overdue reminders, write-offs. Nora drafts; you approve. Scoped during setup. |
| Engagement letters and proposals | Document and proposal tools. | Drafted for your approval before they go out. Scoped during setup. |
| Time records | Time tracking in the practice tool. | A time ledger for billable work. Scoped during setup. |
| Accounting books | Ask Xero for current plan terms. QuickBooks Online list price not verified; the page showed a promotional rate only. | Connects to QuickBooks. Your books stay where they are. Available. |
| E-signature | DocuSign Personal $11 a month ($132 annual commitment); Standard $30 per user a month ($360). | We connect your DocuSign account during setup. Signing needs your own account. |
| Card payments and booking | Stripe 2.9% plus 30 cents per domestic card payment. Calendly Standard $10 per seat a month on the page's yearly billing view. | Connects to Stripe. Keep client meeting booking in your scheduling tool until our team confirms coverage for your firm. |
Check current vendor terms before choosing a practice tool.
What does the practice tool cost a three-person firm?
The per-user prices add up by headcount. The figures below are sample data at the annual-billing rate for a firm with three users, and your quote can differ.
- Karbon Team, three users
- $177
- $59 times three, a month
- Karbon Business, three users
- $267
- $89 times three, a month
- Canopy Standard, three users
- $222
- $74 times three, a month
- Canopy Plus, three users
- $327
- $109 times three, a month
The comparison is not one for one. Karbon and Canopy hold the workflow and the client portal, which Omni does not replace today. Omni's Pilot is one AI employee with one skill turned on, with setup help. Several employees come with Custom Build, from $4,500 a month. The business AI cost article shows the same arithmetic for a full stack.
What does Omni's finance workspace do today?
We set up the finance workflow around your firm. Confirm engagement letters, proposals, billing, deadlines, and time records with our team before moving client records.
We set up Cody to draft engagement letters and proposals, and Nora to draft invoices and overdue reminders. You approve each one. AI employee Sam handles compliance and checks: deadlines, penalty exposure, and the review checklist. Nothing is sent or signed for you, and every decision is logged.
The books stay in QuickBooks or Xero. The site labels the QuickBooks connection Available, and Omni is not your general ledger. Omni connects to the apps Composio supports, which is 1,500+ apps, so ask us whether your practice tool can connect for your account.
Read how to implement AI in finance for the order to introduce jobs. For the current setup scope, see the related workflow overview.
How to move the five jobs without moving the books
We scope engagement letters, proposals, billing, deadlines, and time records with you during setup. Keep the practice tool and books until the configured workflow has been reviewed. Setup and CSV import help are included in the Pilot, but custom workflows are not.
- Export the client listPull clients, engagement types, and deadlines from your practice tool. Send us a sample so we can check the columns.
- Connect QuickBooksThe books stay. Omni connects to QuickBooks on the connection the site labels Available.
- Run the free workspace14 days on sample data with no credit card. Review the generic sample drafts and confirm the custom workflow scope separately.
- Move one engagement typeStart with a monthly bookkeeping client. Run billing, reminders, and the time ledger in Omni for one cycle.
- Keep the portal where it isClient portal and workflow stay in Karbon or Canopy until you decide what else to move.
The full stack with every vendor price and read date is on the finance compare page, the finance workspace page describes the setup scope, and the software stack guide explains the replace and connect rule. The compare hub links every workspace. The custom AI agents versus Zapier article covers the firms that tried to glue the stack together first.
Frequently asked questions
Does Omni replace Karbon or Canopy?
We can scope those jobs during setup. Keep the client portal and accounting tools until the team confirms coverage and connections for your firm.
Does Omni keep the books?
No. Your books stay in QuickBooks or Xero. The site labels the QuickBooks connection Available as of October 13, 2026, and Omni is not your general ledger. Check your accounting provider for current terms.
What do we confirm during setup?
We agree on the workflow, connections, and approval rules during setup. Ask for a walkthrough before moving client records.
Which AI employee drafts the engagement letter?
We set up Cody to draft engagement letters and proposals, and Nora to draft invoices and overdue reminders. Sam, who handles compliance and checks, tracks deadlines and penalty exposure. Each prepares work for review. Sending, signing and spending wait for your approval, and every decision is logged.
Compare the full finance stack, tool by tool
Sources
Last updated October 2026. Checked October 20, 2026. Vendor prices retained here are the dated figures reported by the linked Omni comparison pages; confirm current vendor terms before buying. Fictional names, scenarios, and arithmetic are examples, not customer results.
