Who publishes this shortlist, and how the tools were chosen
This site is published by Firmary, LLC, which makes Firmary practice management software. Firmary is one of the products listed.
What this site covers
This site answers a single question as a shortlist by need: where an accounting firm’s client documents should live, and how they get there. It covers how files are collected, signed, stored, retained and found. Practice management and tax-season workflow have their own guides elsewhere, so they’re left out here.
How the tools were chosen
We looked at document tools sold to US accounting firms, and kept a tool only if its own pages gave us enough dated facts to fill every column of the comparison. Seven made it: Canopy, Firmary, Liscio, ShareFile, SmartVault, Suralink and TaxDome. Suralink is here for audit teams; the others serve tax, bookkeeping and advisory work. Products appear in alphabetical order. There are no scores, and the order carries no judgment.
How facts are checked
Every fact comes from a page we read on 10 Nov 2026, the vendor’s own wherever possible, and carries a numbered source with that date. Where a vendor doesn’t publish something, we say what its page does say. Security claims are reported as each vendor states them; we haven’t seen the reports.
Our conflict of interest
Firmary makes one of the seven products and benefits if you choose it. So Firmary is labeled Ours, uses the same columns as everyone else, and gets a best-for pick only for something it does today. Where Firmary falls short, the pages say so and name the tool that fits better: it has no SOC 2 report,1 retention controls aren’t among its published features,2 and it has no tax-software links.3
Corrections
Spotted something wrong or out of date? Email support@firmary.app and we’ll check it and fix the page.
We last checked every fact on this site on 10 Nov 2026.
What this site compares
- Price
- The public list price, the unit it’s charged on, and how it’s billed. Read from the vendor’s own pricing page on the date shown. If no price is published, we say so.
- How it’s priced
- Per user (seat), per active client, per connected client, or per firm. From the vendor’s pricing page.
- Document requests
- Asking clients for specific files, tracking what’s outstanding, and reminding them automatically. From the vendor’s product or help pages.
- Client app or portal
- Where clients log in to answer requests, upload files, sign and pay; whether it carries the firm’s brand and has a mobile app. From the vendor’s product or pricing pages.
- E-signing
- Built-in electronic signatures, including knowledge-based authentication (KBA) where tax forms such as 8879 need it. From the vendor’s product, pricing or help pages.
- Document storage and retention
- Folder structure, search, version history, retention rules and audit trails for stored client files. From the vendor’s product or help pages.
- AI features
- AI features the vendor says are available now, with what they cost; announced or beta features are labeled as such. From the vendor’s pages and dated trade press. Beta and waitlist status is stated.
- Security attestations
- Independent audits the vendor says it holds, such as SOC 2 Type II, as the vendor states them. From the vendor’s security or trust page. We report what the vendor says; we didn’t see the reports.
- Tax software links
- A built-in integration with tax preparation software (for example Drake, Lacerte, UltraTax, CCH Axcess, ProConnect). From the vendor’s integrations page.
- Switching and onboarding
- What the vendor says about moving in: imports, migration help, stated onboarding time, and what it costs. From the vendor’s migration or implementation pages.
- Getting your data out
- What you can export, in what format, if you leave. From the vendor’s help or product pages. If nothing is published, we say so.
Join the Firmary waitlist
Firms join the Firmary waitlist and are emailed when they can join.
Sources
Each product fact on this page links to a numbered source. Quotes are copied as the page’s text reads on the date shown, spacing included.
- 1
Firmary Ours
Firmary has not completed a SOC 2 examination or a third-party security audit.
- 2
Firmary Ours
Firmary covers client requests and documents, forms, tasks, secure messaging, automations, proposals, e-signing, invoices and payments, and time tracking, with PocketFirm as the client side.
- 3
Firmary Ours
Firmary doesn’t integrate with accounting software (such as QuickBooks or Xero) or tax software.