CPA Software Directory
We've mapped 60 CPA tools across 17 categories. 73% have Maxed alternatives.
Pricing sourced from vendor websites · Based on a 5-person CPA firm · Last updated March 2026
| Category | Tool | Annual Cost | Maxed Alternative | Savings | Status |
|---|---|---|---|---|---|
| Bookkeeping / GL | QuickBooks Online | $18,000 | Maxed Ledger (ERPNext-based) | $18,000 | Replaced |
| Bookkeeping / GL | FreshBooks | $10,200 | Maxed Ledger (ERPNext-based) | $10,200 | Replaced |
| Bookkeeping / GL | Xero | $9,000 | Maxed Ledger (ERPNext-based) | $9,000 | Replaced |
| Advisory / Valuation | Valuebuilder | $9,000 | Maxed Advisory Suite | $9,000 | Replaced |
| Advisory / Valuation | Corvee Tax Planning | $6,000 | Maxed Advisory Suite | $6,000 | Replaced |
| Audit / Engagement | CaseWare | $6,000 | Maxed Audit Suite | $6,000 | Replaced |
| BI / Reporting | Fathom | $5,000 | Maxed Analytics (Metabase-based) | $5,000 | Replaced |
| Practice Management | CCH iFirm | $4,800 | Maxed Practice Hub | $4,800 | Replaced |
| Practice Management | Karbon | $4,200 | Maxed Practice Hub | $4,200 | Replaced |
| Practice Management | TaxDome | $4,000 | Maxed Practice Hub | $4,000 | Replaced |
| Bookkeeping / GL | Accounting CS (Thomson Reuters) | $4,000 | Maxed Ledger (ERPNext-based) | $4,000 | Replaced |
| Proposals & Engagement Letters | Ignition | $4,000 | Maxed Proposals (Docuseal-based) | $4,000 | Replaced |
| Practice Management | Canopy | $3,960 | Maxed Practice Hub | $3,960 | Replaced |
| Client Communication / Portal | Liscio | $3,600 | Maxed Portal (Chatwoot-based) | $3,600 | Replaced |
| CRM | Salesforce | $3,600 | Maxed CRM (Twenty-based) | $3,600 | Replaced |
| Advisory / Valuation | Reach Reporting | $3,600 | Maxed Advisory Suite | $3,600 | Replaced |
| Audit / Engagement | Audit Dashboard | $3,600 | Maxed Audit Suite | $3,600 | Replaced |
| Proposals & Engagement Letters | GoProposal | $3,180 | Maxed Proposals (Docuseal-based) | $3,180 | Replaced |
| BI / Reporting | Spotlight Reporting | $3,000 | Maxed Analytics (Metabase-based) | $3,000 | Replaced |
| Practice Management | Financial Cents | $2,940 | Maxed Practice Hub | $2,940 | Replaced |
| Document Management | SmartVault | $2,700 | Maxed Docs (Nextcloud-based) | $2,700 | Replaced |
| Document Management | ShareFile | $2,400 | Maxed Docs (Nextcloud-based) | $2,400 | Replaced |
| BI / Reporting | Jirav | $2,400 | Maxed Analytics (Metabase-based) | $2,400 | Replaced |
| BI / Reporting | LivePlan | $2,400 | Maxed Analytics (Metabase-based) | $2,400 | Replaced |
| Proposals & Engagement Letters | Anchor | $2,400 | Maxed Proposals (Docuseal-based) | $2,400 | Replaced |
| Proposals & Engagement Letters | PandaDoc | $2,400 | Maxed Proposals (Docuseal-based) | $2,400 | Replaced |
| Client Communication / Portal | Truss | $2,400 | Maxed Portal (Chatwoot-based) | $2,400 | Replaced |
| CRM | HubSpot | $2,400 | Maxed CRM (Twenty-based) | $2,400 | Replaced |
| Practice Management | Jetpack Workflow | $2,160 | Maxed Practice Hub | $2,160 | Replaced |
| Document Management | File Cabinet CS | $2,000 | Maxed Docs (Nextcloud-based) | $2,000 | Replaced |
| E-Signatures / PDF | Adobe Acrobat | $2,000 | Maxed Sign (Docuseal-based) | $2,000 | Replaced |
| E-Signatures / PDF | Adobe Sign | $1,800 | Maxed Sign (Docuseal-based) | $1,800 | Replaced |
| E-Signatures / PDF | DocuSign | $1,500 | Maxed Sign (Docuseal-based) | $1,500 | Replaced |
| Team Communication | Microsoft Teams | $1,440 | Maxed Chat (Rocket.Chat-based) | $1,440 | Replaced |
| Document Management | Box | $1,200 | Maxed Docs (Nextcloud-based) | $1,200 | Replaced |
| Client Communication / Portal | YakChat | $1,200 | Maxed Portal (Chatwoot-based) | $1,200 | Replaced |
| Workflow Automation | Zapier | $1,200 | Maxed Automations (n8n-based) | $1,200 | Replaced |
| Workflow Automation | Make | $1,200 | Maxed Automations (n8n-based) | $1,200 | Replaced |
| Time Tracking | Toggl | $1,200 | Maxed Time (Kimai-based) | $1,200 | Replaced |
| Time Tracking | Clockify Pro | $840 | Maxed Time (Kimai-based) | $840 | Replaced |
| Time Tracking | Harvest | $660 | Maxed Time (Kimai-based) | $660 | Replaced |
| Team Communication | Slack | $525 | Maxed Chat (Rocket.Chat-based) | $525 | Replaced |
| Document Management | Verifyle | $348 | Maxed Docs (Nextcloud-based) | $348 | Replaced |
| Tax Preparation | UltraTax CS | $8,000 | Integrated via API | - | Keep |
| Tax Preparation | Lacerte | $5,500 | Integrated via API | - | Keep |
| Tax Preparation | ProConnect | $3,000 | Integrated via API | - | Keep |
| Tax Preparation | Drake | $2,695 | Integrated via API | - | Keep |
| Tax Preparation | ProSeries | $1,800 | Integrated via API | - | Keep |
| Client Communication / Portal | Canopy Portal | $0 | Maxed Portal (Chatwoot-based) | - | Replaced |
| Payroll | Gusto | $1,308 | Integrated via API | - | Keep |
| Payroll | ADP | $3,600 | Integrated via API | - | Keep |
| Payroll | Paychex | $2,400 | Integrated via API | - | Keep |
| Expense Management | Ramp | $3,600 | Keep as-is | - | Keep |
| Productivity / Other | Microsoft Office 365 | $2,400 | Keep as-is | - | Keep |
| Productivity / Other | Google Workspace | $1,440 | Keep as-is | - | Keep |
| Productivity / Other | Zoom | $660 | Keep as-is | - | Keep |
| Productivity / Other | Loom | $750 | Keep as-is | - | Keep |
| Productivity / Other | Otter.ai | $1,200 | Keep as-is | - | Keep |
| Productivity / Other | Calendly | $480 | Keep as-is | - | Keep |
| Productivity / Other | ChatGPT Plus | $1,200 | Keep as-is | - | Keep |
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