CPA Software Directory - What Maxed Replaces
Every CPA software tool Maxed replaces. Your tax prep software stays untouched. Annual costs based on a 5-person firm. Pricing sourced from vendor websites, last updated April 2026.
Methodology
Annual costs are based on a 5-person CPA firm with approximately 50clients. Per-user pricing is calculated at seat count × monthly rate × 12 months. Per-client pricing is calculated at client count × monthly rate × 12 months. Where vendors advertise seat minimums, those minimums are applied. Flat annual license fees are used as stated by vendors. All prices sourced from public vendor websites as of April 2026.
| Category | Tool | Annual Cost | Maxed Alternative | Status |
|---|---|---|---|---|
| Practice Management | Karbon | $5,340 | Maxed Practice Hub | Replaced |
| Practice Management | Canopy | $3,960 | Maxed Practice Hub | Replaced |
| Practice Management | TaxDome | $5,000 | Maxed Practice Hub | Replaced |
| Practice Management | Financial Cents | $2,940 | Maxed Practice Hub | Replaced |
| Practice Management | Jetpack Workflow | $2,160 | Maxed Practice Hub | Replaced |
| Practice Management | CCH iFirm | $4,800 | Maxed Practice Hub | Replaced |
| Bookkeeping / GL | QuickBooks Online | $18,000 | Maxed Ledger | Replaced |
| Bookkeeping / GL | Accounting CS (Thomson Reuters) | $4,000 | Maxed Ledger | Replaced |
| Bookkeeping / GL | Xero | $9,000 | Maxed Ledger | Replaced |
| Bookkeeping / GL | FreshBooks | $10,200 | Maxed Ledger | Replaced |
| Tax Preparation | UltraTax CS | $8,000 | You keep this | Keep |
| Tax Preparation | Lacerte | $5,500 | You keep this | Keep |
| Tax Preparation | ProConnect | $3,000 | You keep this | Keep |
| Tax Preparation | Drake | $2,695 | You keep this | Keep |
| Tax Preparation | ProSeries | $1,800 | You keep this | Keep |
| Document Management | SmartVault | $3,300 | Maxed Docs | Replaced |
| Document Management | File Cabinet CS | $2,000 | Maxed Docs | Replaced |
| Document Management | ShareFile | $2,400 | Maxed Docs | Replaced |
| Document Management | Box | $900 | Maxed Docs | Replaced |
| Document Management | Verifyle | $348 | Maxed Docs | Replaced |
| BI / Reporting | Fathom | $5,000 | Maxed Analytics | Replaced |
| BI / Reporting | Jirav | $2,400 | Maxed Analytics | Replaced |
| BI / Reporting | Spotlight Reporting | $3,000 | Maxed Analytics | Replaced |
| BI / Reporting | LivePlan | $2,400 | Maxed Analytics | Replaced |
| Proposals & Engagement Letters | Ignition | $4,000 | Maxed Proposals | Replaced |
| Proposals & Engagement Letters | GoProposal | $3,180 | Maxed Proposals | Replaced |
| Proposals & Engagement Letters | Anchor | $2,400 | Maxed Proposals | Replaced |
| Proposals & Engagement Letters | PandaDoc | $2,400 | Maxed Proposals | Replaced |
| E-Signatures / PDF | DocuSign | $1,500 | Maxed Sign | Replaced |
| E-Signatures / PDF | Adobe Acrobat | $2,000 | Maxed Sign | Replaced |
| E-Signatures / PDF | Adobe Sign | $1,800 | Maxed Sign | Replaced |
| Client Communication / Portal | Truss | $2,400 | Maxed Portal | Replaced |
| Client Communication / Portal | Liscio | $3,600 | Maxed Portal | Replaced |
| Client Communication / Portal | Canopy Portal | $0 | Maxed Portal | Replaced |
| Client Communication / Portal | YakChat | $1,200 | Maxed Portal | Replaced |
| CRM | HubSpot | $2,400 | Maxed CRM | Replaced |
| CRM | Salesforce | $3,600 | Maxed CRM | Replaced |
| Workflow Automation | Zapier | $1,200 | Maxed Automations | Replaced |
| Workflow Automation | Make | $1,200 | Maxed Automations | Replaced |
| Team Communication | Slack | $525 | Maxed Chat | Replaced |
| Team Communication | Microsoft Teams | $1,440 | Maxed Chat | Replaced |
| Time Tracking | Harvest | $540 | Maxed Time | Replaced |
| Time Tracking | Clockify Pro | $479 | Maxed Time | Replaced |
| Time Tracking | Toggl | $1,200 | Maxed Time | Replaced |
| Advisory / Valuation | Valuebuilder | $9,000 | Maxed Advisory Suite | Replaced |
| Advisory / Valuation | Corvee Tax Planning | $6,000 | Maxed Advisory Suite | Replaced |
| Advisory / Valuation | Reach Reporting | $3,600 | Maxed Advisory Suite | Replaced |
| Audit / Engagement | CaseWare | $6,000 | Maxed Audit Suite | Replaced |
| Audit / Engagement | Audit Dashboard | $3,600 | Maxed Audit Suite | Replaced |