CPA Field Guide / US tax & accounting
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Compare every CPA & accounting tool

All 25 tools in one table — category, firm-size fit, starting price, and how open each is to integration. Independent, and no vendor pays to be here.

ToolCategoryBest forPricingIntegration
Drake TaxTax PreparationSoloFrom $2,145/yrExport only
LacerteTax PreparationSmall · midCustom · per-returnLocal SDK
ProConnectTax PreparationSolo · smallPay-per-returnNo API yet
ProSeriesTax PreparationSmallFrom $419/yrExport only
UltraTax CSTax PreparationMid · largeCustom quoteExport only
CCH AxcessTax PreparationMid · enterpriseFrom $2,299/yrPartner API
ATXTax PreparationSolo · smallFrom $939/yrExport only
File In TimeDeadline & Compliance TrackingSolo · smallPaid licenseExport only
DueDateHQDeadline & Compliance TrackingSolo · smallFree · betaNo API yet
ONESOURCE CalendarDeadline & Compliance TrackingMid · enterpriseCustom quoteGated API
KarbonPractice ManagementSmall · midFrom $59/user/moOpen API
TaxDomePractice ManagementSolo · midFrom $67/user/moOpen API
CanopyPractice ManagementSmall · midFrom $45/user/moGated API
Financial CentsPractice ManagementSolo · smallFrom $19/user/moGated API
Jetpack WorkflowPractice ManagementSolo · smallFrom $36/user/moGated API
KeeperPractice ManagementSolo · smallFrom $200/moZapier only
Firm360Practice ManagementSmall · midFrom $49/user/moZapier only
PixiePractice ManagementSolo · smallFrom $129/moZapier only
AiwynPractice ManagementMid · enterpriseCustom · enterprisePartner API
IgnitionPractice ManagementSolo · midFrom $39/moZapier only
QuickBooks OnlineAccounting & BookkeepingSolo · midFrom $35/moOpen API
XeroAccounting & BookkeepingSolo · midFrom $25/moOpen API
Bill.comAccounting & BookkeepingSmall · midFrom $45/user/moOpen API
SageAccounting & BookkeepingSmall · enterpriseFrom ~$10/moGated API
ProAdvisorAccounting & BookkeepingChannelFree · programPartner API

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How this guide works

Most software directories rank by who pays. This one doesn't. It's a plain editorial reference, written to be useful to a working firm rather than to any vendor — including the one that maintains it.

No pay-to-list

No vendor pays for inclusion, placement, or ranking. There is no "sponsored" sort and no paid badges. Every product that meets a category's criteria can appear.

Only shipped capabilities

Each tool is described only by features it has actually released, sourced from the vendor's own product and developer documentation (reviewed July 2026). Roadmap items are not counted.

Categories a firm recognizes

Categories follow how US practices actually evaluate software, each with a stated definition and inclusion criteria. Deadline tracking is treated as a capability of practice management, with a small specialist list called out.

Who maintains it

CPA Field Guide is written and maintained by the team behind DueDateHQ, a deadline-monitoring tool listed in the guide. We describe every product — ours included — by the same standard, and never rank ours above its peers.

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