Client & group records
One client record every module reads from — contacts that cascade through a group, entity type, year end, and a timeline of what actually happened rather than what somebody remembered to log.
Pricing · Canadian-built, Canadian-hosted
One Platform runs the whole practice. Add Proposals, Documents, Capacity Planning or Cash Coding when you want them. First month free, and onboarding measured in hours.
One Platform, optional add-ons
The Platform is the whole practice-management core. The four add-ons extend it — take one, take them all, or none. Prices are per user, per month, in Canadian dollars — except Cash Coding, which is $50 per client, per year.
Clients, projects, time & timesheets, billing & WIP, payments, client portal, reporting and AI — one connected system.
Build, send and track proposals and engagement letters — priced once and carried 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.
PDF bank and card statements in, coded transactions out — rules, memory and AI suggestions, posted to the ledger with HST split out. Billed once a year for the clients you code.
Per user, per month, in Canadian dollars (Cash Coding: per client, per year). First month free. Talk to us about annual terms and multi-office firms.
In the $55 Platform
Not a starter tier with the useful parts held back. The Platform runs the firm end to end — the add-ons extend it, they don't unlock it.
Client & group records
One client record every module reads from — contacts that cascade through a group, entity type, year end, and a timeline of what actually happened rather than what somebody remembered to log.
Email intake
Inbound client mail matched to the client it came from, then filed, replied to, or turned into a project, a sub-task or a time entry — without retyping any of it somewhere else.
Projects & workflow
Recurring work generated on schedule, a board showing where every file sits, grouped task checklists, and progress derived from the tasks rather than typed into a box.
Time & timesheets
Capture on desktop or phone, weekly submission and approval, leave and internal time — every entry tagged to the client, project and activity it belongs to.
Billing & WIP
WIP by engagement and project, invoices built from the time behind them, credit notes, and sales tax resolved from the client's own location rather than a firm-wide guess.
Payments & receipts
A card payment link on every invoice, the payment recorded against it without anyone re-keying it, and a receipt the client can find later without asking you for it.
Client portal
Clients see their own invoices and receipts and pay online in one secure, branded place — no second login for you to administer. Document uploads, requests and shared files come with the Documents add-on.
Reporting that ties
Realization, recovery, WIP and utilization computed from the same records the work runs on — so the report and the file cannot quietly disagree.
Your data, in your country
Canadian residency, tenant isolation enforced at the database row, an audit log of every change, and an export of everything you hold, whenever you want it.
Everything above is in the $55 Platform. The four add-ons below extend it.
Four add-ons
Each add-on brings its own records into the same system — no new login, no second copy of your client list.
Proposals — +$15/mo
Build proposals from your service catalogue, send them for e-signature in the portal, and track them to acceptance. What you quote flows straight through to the engagement and the invoice, so the number the client agreed to is the number they're billed — including engagement letters generated from the same place.
Documents — +$15/mo
Full document management: folders per client, auto-filing against the client, project and the request a file answers, retention set by your firm, and a complete export that's a button rather than a support ticket. Includes client document requests and uploads in the portal, and e-signatures for any document. (Proposals and engagement letters are signed through the Proposals add-on.)
Capacity Planning — +$25/mo
A firm-wide wall chart of who's booked to what and when. Plan work against real availability, spot over- and under-allocation before it bites, and schedule the year's recurring engagements across the whole team. Also includes HR — policies, attestations and CPD tracking — and desk booking for the office.
Cash Coding — $50 per client, per year
Drop in a client's PDF bank and credit card statements and the Accounting Hub reads them, groups the transactions by payee and suggests the account from your rules, each client's coding memory and AI. Your team confirms rather than keys, and the coding posts to the general ledger and trial balance with HST split out. Priced per client rather than per user: the firm is billed once a year for each client it has on cash coding. See Cash Coding →
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. OneFirmOS features include those in add-ons: proposals and engagement letters (Proposals), documents and e-signature (Documents), capacity planning, HR and desk booking (Capacity Planning).