Blue J
Individual $1,498/user/yr
Generative AI tax research for accountants.
Checked Oct 15, 2026 DetailsVisit Blue J ↗
Client portals & document request tools for CPA firms & consultants
We list 18 client portals & document request tools for CPA firms & consultants, each checked on the vendor's own site. 11 publish a starting price; the lowest we found is $0 (free to start), from Claude (vendor page: “Free $0; Pro $17/mo annual ($20 monthly)”).
Updated Oct 15, 2026
Featured · paid placements are labeled “Ad”
Sponsor this page| Tool | What it does | Entry price | Checked on |
|---|---|---|---|
| Blue J | Generative AI tax research for accountants. | Individual $1,498/user/yr | Oct 15, 2026 |
| Canopy | Accounting practice management with client portal and tax resolution. | Standard $74/user/mo billed annually; Plus $109; Premium $149 | Oct 15, 2026 |
| Fathom (financial reporting) | Financial reporting, analysis and forecasting for accountants. | Plans shown $67/mo (portfolio tier) to Pro Gold $450/mo; per-company pricing | Oct 15, 2026 |
| Ignition | Proposals, engagement letters and payments for professional services firms. | Contact for pricing* | Oct 15, 2026 |
| Juro | AI contract management for drafting, negotiation and e-signature. | Contact for pricing* | Oct 15, 2026 |
| LegalOn | AI contract review, drafting and matter management for in-house legal teams, using attorney-built playbooks. | Contact for pricing* | Oct 15, 2026 |
| Liscio | Client portal, secure messaging and file exchange for accountants. | File Intelligence $19/user/mo annual; Platform $49; $99 tier | Oct 15, 2026 |
| ShareFile | Secure file sharing, client portal and e-signature. | Advanced $16.50/user/mo annual ($18.15 monthly), 3-user minimum; Premium $26 | Oct 15, 2026 |
| SmartVault | Document management and client portal for accounting firms. | $65/user/mo billed annually ($85 monthly), 2-3 user minimum | Oct 15, 2026 |
| Soraban | Tax practice client intake, document collection and workflow. | Contact for pricing* | Oct 15, 2026 |
| Spellbook | AI contract drafting and review that works inside Microsoft Word. | Contact for pricing* | Oct 15, 2026 |
| SuiteDash | White-label client portal, CRM and project management. | START $19/mo ($180/yr), not per user | Oct 15, 2026 |
| Suralink | Client document request management for CPA firms. | Contact for pricing* | Oct 15, 2026 |
| TaxDome | All-in-one practice management, client portal and CRM for tax and accounting firms. | Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr | Oct 15, 2026 |
| TaxGPT | AI tax research and assistant for tax professionals. | Contact for pricing* | Oct 15, 2026 |
| Claude | Anthropic AI assistant for writing, analysis and coding. | Free $0; Pro $17/mo annual ($20 monthly) | Oct 15, 2026 |
| PandaDoc | Proposals, quotes, contracts and e-signature. | Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/mo | Oct 15, 2026 |
| DocuSign | E-signature and agreement management. | Personal $11/mo (annual, $132/yr); Standard $30/user/mo | Oct 15, 2026 |
* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.
Canopy
Standard $74/user/mo billed annually; Plus $109; Premium $149
Accounting practice management with client portal and tax resolution.
Checked Oct 15, 2026 DetailsVisit Canopy ↗
Fathom (financial reporting)
Plans shown $67/mo (portfolio tier) to Pro Gold $450/mo; per-company pricing
Financial reporting, analysis and forecasting for accountants.
Checked Oct 15, 2026 DetailsVisit Fathom (financial reporting) ↗
Ignition
Plan prices not rendered in snapshot; free trial
Proposals, engagement letters and payments for professional services firms.
Checked Oct 15, 2026 DetailsVisit Ignition ↗
Juro
No public prices on pricing page
AI contract management for drafting, negotiation and e-signature.
Checked Oct 15, 2026 DetailsVisit Juro ↗
LegalOn
No public prices; full platform priced by team size and licenses; book a demo
AI contract review, drafting and matter management for in-house legal teams, using attorney-built playbooks.
Checked Oct 15, 2026 DetailsVisit LegalOn ↗
Liscio
File Intelligence $19/user/mo annual; Platform $49; $99 tier
Client portal, secure messaging and file exchange for accountants.
Checked Oct 15, 2026 DetailsVisit Liscio ↗
ShareFile
Advanced $16.50/user/mo annual ($18.15 monthly), 3-user minimum; Premium $26
Secure file sharing, client portal and e-signature.
Checked Oct 15, 2026 DetailsVisit ShareFile ↗
SmartVault
$65/user/mo billed annually ($85 monthly), 2-3 user minimum
Document management and client portal for accounting firms.
Checked Oct 15, 2026 DetailsVisit SmartVault ↗
Soraban
No pricing page found
Tax practice client intake, document collection and workflow.
Checked Oct 15, 2026 DetailsVisit Soraban ↗
Spellbook
No public prices; 7-day free trial
AI contract drafting and review that works inside Microsoft Word.
Checked Oct 15, 2026 DetailsVisit Spellbook ↗
SuiteDash
START $19/mo ($180/yr), not per user
White-label client portal, CRM and project management.
Checked Oct 15, 2026 DetailsVisit SuiteDash ↗
Suralink
No public prices
Client document request management for CPA firms.
Checked Oct 15, 2026 DetailsVisit Suralink ↗
TaxDome
Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr
All-in-one practice management, client portal and CRM for tax and accounting firms.
Checked Oct 15, 2026 DetailsVisit TaxDome ↗
TaxGPT
Prices not rendered in snapshot; free trial
AI tax research and assistant for tax professionals.
Checked Oct 15, 2026 DetailsVisit TaxGPT ↗
Claude
Free $0; Pro $17/mo annual ($20 monthly)Free tier
Anthropic AI assistant for writing, analysis and coding.
Checked Oct 15, 2026 DetailsVisit Claude ↗
PandaDoc
Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/moFree tier
Proposals, quotes, contracts and e-signature.
Checked Oct 15, 2026 DetailsVisit PandaDoc ↗
DocuSign
Personal $11/mo (annual, $132/yr); Standard $30/user/mo
E-signature and agreement management.
Checked Oct 15, 2026 DetailsVisit DocuSign ↗
Also works for any business
General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.
BoldSign
Essential $0 (25 envelopes/mo); Growth $5/user/moFree tier
E-signature software with API.
Checked Oct 15, 2026 DetailsVisit BoldSign ↗
Dropbox Sign
Essentials from $15/mo; 30-day free trial
E-signature from Dropbox.
Checked Oct 15, 2026 DetailsVisit Dropbox Sign ↗
Google Workspace
Snapshot (Spanish-locale page) shows $7.00/user/mo starter tier (with 50% intro promo)
Gmail, Docs, Drive and Meet with Gemini AI.
Checked Oct 15, 2026 DetailsVisit Google Workspace ↗
Microsoft 365 Copilot
Copilot Business from $18/user/mo paid yearly (was $21); bundles $23.50-$32
AI assistant across Word, Excel, Outlook and Teams.
Checked Oct 15, 2026 DetailsVisit Microsoft 365 Copilot ↗
SignNow
Starter $8/mo billed annually ($20 monthly)
E-signature and document workflows.
Checked Oct 15, 2026 DetailsVisit SignNow ↗
Zoho Sign
Free plan for individuals; paid prices not in snapshot textFree tier
Digital signature app.
Checked Oct 15, 2026 DetailsVisit Zoho Sign ↗
FAQ
What client portals & document request tools work for CPA firms & consultants?
18 tools on this page, including Blue J, Canopy, Fathom (financial reporting), Ignition. Each was checked against the vendor's site, most recently on Oct 15, 2026.
Which client portals & document request tools for CPA firms & consultants publish their prices?
11 of 18: Claude (Free $0; Pro $17/mo annual ($20 monthly)); PandaDoc (Free eSign $0; Starter $19/seat/mo (annual); Business $49/seat/mo); DocuSign (Personal $11/mo (annual, $132/yr); Standard $30/user/mo); ShareFile (Advanced $16.50/user/mo annual ($18.15 monthly), 3-user minimum; Premium $26); Liscio (File Intelligence $19/user/mo annual; Platform $49; $99 tier). The rest ask you to contact sales or book a demo.
Is there a free option?
The vendor sites for Claude, PandaDoc state a free tier or free plan as of our last check.
Want it set up for you? Capital Edge does done-for-you setups for DFW businesses.
ToolForTheTask Weekly
One bottleneck, the AI tool that fixes it, and how to set it up. Prices with “checked on” dates. Free, 5-minute read.
Subscribe free
You'll enter your email on our signup page (beehiiv), then confirm by email to start getting issues.
Free · confirm by email · unsubscribe anytime · no spam