Practice · Billing · Bookkeeping · Proposals · Portal
Practice management, bookkeeping, billing, proposals, a client portal and built-in AI — every data point connected in one secure system.
Pricing · Canadian-built, Canadian-hosted
One Platform base plus optional add-ons. No per-feature stack of separate subscriptions, and your data stays in Canada.
The whole practice-management core: clients, projects, time & timesheets, billing & WIP, payments, client portal, reporting and AI — in one system.
Build, send and track proposals and engagement letters, priced once and carried straight through to billing.
Full document management — filed against the client, project and request, with your own retention and one-click export — plus document requests, client uploads and e-signatures.
See who's booked to what and when, across the whole firm, so work lands where there's room for it. Includes HR (policies, attestations, CPD) and desk booking.
Prices are per user, per month, in Canadian dollars. First month free; onboarding measured in hours.
How we compare
How many of the twelve things a firm runs on each product covers, side by side. OneFirmOS is built and hosted in Canada; the rest host your data in the U.S.
| Product | Based in | Data hosted | Features (of 12) |
|---|---|---|---|
| OneFirmOS | 🇨🇦 Canada | Canada | 12 of 12 |
| TaxDome | 🇺🇸 USA (New York) | U.S. | 7 of 12 (+1 partial) |
| Karbon | 🇺🇸 USA (San Francisco) | U.S. | 7 of 12 (+1 partial) |
| Canopy | 🇺🇸 USA (Utah) | U.S. | 7 of 12 (+2 partial) |
| Jetpack Workflow | 🇺🇸 USA (Pittsburgh) | U.S. | 2 of 12 (+1 partial) |
| Financial Cents | 🇺🇸 USA | U.S. | 7 of 12 (+1 partial) |
| Feature | OneFirmOS | TaxDome | Karbon | Canopy | Jetpack Workflow | Financial Cents |
|---|---|---|---|---|---|---|
| Workflow & projects | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Time tracking | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Invoicing & online payments | ✓ | ✓ | ✓ | ✓ | — | ✓ |
| Client portal | ✓ | ✓ | ✓ | ✓ | — | ✓ |
| Proposals & engagement letters | ✓ | ✓ | ✓ | ✓ | — | ✓ |
| E-signature | ✓ | ✓ | ✓ | ✓ | — | ✓ |
| Email inbox inside the app | ✓ | ✓ | ✓ | ✓ | — | ✓ |
| Capacity planning | ✓ | Partial | Partial | Partial | Partial | Partial |
| Built-in general ledger & working papers | ✓ | — | — | Partial | — | — |
| HR: policies, attestations, CPD | ✓ | — | — | — | — | — |
| Desk booking | ✓ | — | — | — | — | — |
| Client data hosted in Canada | ✓ | — | — | — | — | — |
Feature counts are across the 12 features listed above, based on each vendor's published product pages, help centre and announcements as of October 2026. “Partial” means available in a limited form — in beta, announced as coming soon, a capacity report rather than planning, or through a QuickBooks/Xero integration rather than a ledger of its own — and is not counted. “—” means not found in the vendor's published materials. Products change often; verify current features with each vendor.
Security · the staff sign-in gate NEW
Most web software puts its login screen in front of anyone on the internet. OneFirm adds a locked door in front of the login itself: your team passes a separate sign-in gate run by Amazon Web Services before the OneFirm login is even reachable. Bots, AI agents and strangers never get the chance to try a password.
Google, Microsoft or an emailed code, checked against your firm's active staff list.
Or your firm's Microsoft single sign-on.
So a stolen password still isn't enough.
Firm data loads, limited by role and walled off from every other firm.
The argument, in one figure
In a stack of separate tools, each hand-off between modules is a person reading a number off one screen and typing it into another. Count the crossings.
Our platform
Inside OneFirm
Our results
About OneFirm
OneFirm is the operating system for professional service firms — practice management, bookkeeping, billing and client experience in one secure platform.
Less tool-switching. More time serving clients.
Field-level encryption, database-enforced tenant isolation and in-region data residency protect your clients' most sensitive information.
Enterprise-grade security, by default.
Recurring work generates itself from engagements, statuses advance on triggers, and overdue work is chased for you.
The system does the busywork.
A guided setup with a dedicated specialist and hands-on migration means most firms are live within days.
Because your growth shouldn't wait on software.
Let's talk
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