For small CPA firms
Practice management software for accounting firms, at one flat price for the whole firm
Client records, billing, documents and a client portal in one system. Not priced per user. Not priced per client. The price doesn't grow with your team or your client list.
It runs a 13-person CPA firm in California. On November 1-2, 2026, it charged over $23,000 of invoices with nobody touching it.
A short call where Yassir shows you the system. Or email him: yassir@webmastry.com
How a 13-person CPA firm in California stopped billing by hand
They were on Mango Practice Management, paying $15k+ a year in seat fees and add-ons, billed a year upfront.
Mango's automatic billing didn't work for them. So every month, someone on the team spent two to four days charging clients by hand.
Documents were no better. Their portal had one upload link for every client, and the office manager sorted each upload by hand.
The owner's biggest worry about switching was the switch itself. Moving onto Mango had taken them six months. So we moved their data over for them.
Now each client has their own portal login and their own folder. And billing runs on its own.
On November 1-2, 2026, the system charged over $23,000 of invoices. Nobody touched it.
Automatic billing has run for them every month since August 2026.
What our CPA practice management software does
If your team charges clients by hand at the start of the month, or chases documents by email, these are the parts that change.
Think of it as a CRM for accounting firms with billing, documents and a client portal built in. Here's what's in it today.
Client profiles
Contacts, relationships, services, entity types, notes and history for each client, in one record.
Billing
Recurring subscriptions and one-time invoices, charged automatically through Stripe, with saved payment methods, failed-payment handling, invoice and receipt PDFs and a billing dashboard.
Documents
Each client's files in their own place, with upload, review and approve steps, sharing through links that expire, and bulk actions.
Client portal
Clients log in to upload and download their own documents, on its own web address, separate from the app your staff uses.
Projects
Track the work you're doing for each client.
Credentials vault
Client logins, bank logins and IDs, stored securely in one place.
Team management
Invite staff, give them a role (Admin or Team Member), and suspend access when you need to.
Activity log
See who did what.
Two-factor login
Every staff login needs a code from an authenticator app, so a stolen password isn't enough to get in.
One flat price for the whole firm. Not per user, not per client.
Practice management software for small accounting firms is usually priced per user, per client, or both.
So every hire raises the bill. Seasonal staff in tax season can mean extra seats for a few months. A growing client list can mean a bigger invoice. Then the renewal comes, often a year upfront, with an add-on you didn't know you'd need.
Ours works differently:
- One flat price for the whole firm. Not per user, not per client. It doesn't grow with your team or your client list.
- A one-time fee for the system, plus a flat monthly fee that covers hosting, security updates, backups, bug fixes and support.
- New staff and seasonal hires cost nothing extra.
- No yearly renewal fight. No surprise add-ons.
- You buy the system, you don't rent it.
We'll go over pricing on the walkthrough.
What per-user and per-client pricing costs a 15-person firm
Public list prices, for one year, before add-ons.
Karbon
How it's priced$59 (Team) or $89 (Business) per user, per month, billed annually ($79 or $99 billed monthly)
15 people, per year$10,620 to $16,020
Canopy
How it's priced$74 (Standard) to $149 (Premium) per user, per month, billed annually
15 people, per year$13,320 to $26,820
TaxDome (new plan, from November 2, 2026)
How it's priced$1,500 a year covers up to 20 team members and 150 active client accounts. Extra accounts cost $6 to $12 each in prepaid packs, or $15 each on demand
15 people, per year$1,500 with 150 active accounts. $9,000 with 1,000 active accounts (TaxDome's own example)
| Tool | How it's priced | 15 people, per year |
|---|---|---|
| Karbon | $59 (Team) or $89 (Business) per user, per month, billed annually ($79 or $99 billed monthly) | $10,620 to $16,020 |
| Canopy | $74 (Standard) to $149 (Premium) per user, per month, billed annually | $13,320 to $26,820 |
| TaxDome (new plan, from November 2, 2026) | $1,500 a year covers up to 20 team members and 150 active client accounts. Extra accounts cost $6 to $12 each in prepaid packs, or $15 each on demand | $1,500 with 150 active accounts. $9,000 with 1,000 active accounts (TaxDome's own example) |
Add-ons are extra. Karbon, for example, lists contact migration at $299, custom reporting from $6,000 and e-signatures as paid credits. Canopy charges for AI intake per client and for tax resolution per user. TaxDome customers who signed up before November 2, 2026 stay on per-user pricing (about $800 to $1,200 per user a year) until their first renewal on or after January 1, 2027.
Sources: Karbon, Canopy and TaxDome public pricing pages, and Accounting Today for TaxDome's new plan. Last checked: November 9, 2026.
Per-client pricing has a catch of its own: one client relationship is often several client records. The owner's personal return, a spouse, a business or two. Depending on how a vendor counts, each one can count. With ours, none of them does.
Moving over takes about two weeks, and we do it
The switch is usually the part owners dread. The firm in California had spent six months moving onto their old system.
We move your data from your current system in about two weeks. It's included when your data comes from one system.
Training is included too: recorded videos your team can watch any time, plus live training calls.
You work directly with the people who build it
Yassir is the person you deal with, from the first walkthrough on.
We're a small team, on purpose. Support goes straight to the people who build the system. There's no ticket queue.
If your firm needs something the system doesn't do yet, tell us and we'll build it. Features more than one firm needs are built at no extra cost.
What it doesn't do yet
We'd rather you hear this now than find out after you switch.
- No time tracking yet. The firm in California bills fixed fees and subscriptions, so it hasn't needed it. If you bill by the hour, you'll need it: tell us on the walkthrough.
- No e-signatures yet.
- No workflow automation yet.
- Two roles only: Admin and Team Member. There's no partner, manager and preparer review chain.
Your data: where it lives and how it's protected
- Your firm owns its own copy. You get your own deployment of the system, from your own copy of the code. That keeps your firm's system separate, and it means you're never locked in to a vendor.
- Known providers. The app runs on Vercel, the database on Railway and files on Cloudflare R2. Payments go through Stripe. These are the same providers much larger software companies run on.
- Encryption. Data is encrypted in transit, and stored files are encrypted at rest.
- Hourly backups. The database is backed up every hour, and stored files are backed up too.
- Monitoring. Uptime monitoring and error alerts. We know the moment something breaks.
- Two-factor login, required. Every staff user has to use it, and it's asked for again every 12 hours.
- Card details never touch our servers. Payments run through Stripe.
- A billing track record. Automatic billing has run for the firm in California every month since August 2026.
Questions about our software for CPA firms
One flat price for the whole firm: a one-time fee for the system, plus a flat monthly fee that covers hosting, security updates, backups, bug fixes and support. It isn't priced per user or per client, so it doesn't grow with your team or your client list. We'll go over pricing on the walkthrough.
No. The price is the same whether you have 5 people or 25, and whether you have 100 clients or 1,000. New staff and seasonal hires cost nothing extra.
About two weeks, and we do it. We move your data from your current system, and that's included when your data comes from one system. Training is included too, with recorded videos plus live training calls.
Tell us and we'll build it. Features more than one firm needs are built at no extra cost. We'll also tell you plainly what it doesn't do yet, so there are no surprises after you switch.
Not yet. The 13-person CPA firm in California that runs on it bills fixed fees and subscriptions, so it hasn't needed time tracking. If your firm bills by the hour, tell us on the walkthrough.
Your firm gets its own copy of the system: its own deployment, from its own copy of the code. The app runs on Vercel, the database on Railway and files on Cloudflare R2, with data encrypted in transit and stored files encrypted at rest. The database is backed up every hour, two-factor login is required for every staff user, and card details go through Stripe, so they never touch our servers.
The people who build the system, directly. There's no ticket queue. Yassir is the person you deal with from the first walkthrough on.
No. WebMastry is a small team, on purpose, and you talk to the people who build the system. We build operations software for service businesses, and the industry we're focused on now is small CPA firms.
See the system on a short call
Yassir walks you through client profiles, billing and the client portal, and answers your questions about moving over from your current system.
Book a walkthroughPrefer email? yassir@webmastry.com