Head to head

Anchor vs Cone

Two proposal-and-billing tools bookkeepers keep shortlisting against each other. Where each one is a better fit.

Head to head

TaxDome vs Financial Cents

The all-in-one firm platform against the bookkeeping-first workflow tool. Which one fits a practice without a tax season.

Head to head

Hubdoc vs Dext

Free-with-Xero against the paid specialist. What you actually give up by staying on Hubdoc.

Head to head

Keeper vs Uncat

One does the whole close, one does a single job extremely well. Which you need depends on how much else you already run.

Round-up

The best client portals for bookkeepers

Seven portals compared on the only metric that matters: whether clients actually use them.

Round-up

Best receipt collection apps for accountants

Six tools compared on extraction quality, client adoption, and whether anything chases the client who never sends.

Round-up

Best document request tools for CPA firms

Six tools for getting the PBC list back. Ranked on the part that hurts: following up.

vs Liscio

ClientClose vs Liscio

Client collection without asking every client to download and adopt an app.

vs Financial Cents

ClientClose vs Financial Cents

If the bottleneck is clients rather than internal workflow, you may not need a practice-management seat per person.

vs Jetpack Workflow

ClientClose vs Jetpack Workflow

Deadline tracking tells you what's late. This does something about why.

vs TaxDome

ClientClose vs TaxDome

A platform built for tax season is a lot to carry if you never have one.

vs Hubdoc

ClientClose vs Hubdoc

Hubdoc waits for documents to arrive. This gets them out of the client.

vs Uncat

ClientClose vs Uncat

Uncat asks about transactions you can't code. This stops so many of them existing.

vs Client Hub

ClientClose vs Client Hub

The client-question and collection job, without the workflow platform around it.

vs Canopy

ClientClose vs Canopy

Canopy is built for tax resolution and multi-service firms. Bookkeeping-only practices pay for a lot of it twice.

vs Shoeboxed

ClientClose vs Shoeboxed

Mailing envelopes of paper solves one client. This solves the practice.

vs Ignition

ClientClose vs Ignition

Ignition gets you paid. This gets you the paperwork. Where the two stop.

vs Keeper

ClientClose vs Keeper

The same client-collection job without per-client pricing. Plus AI receipts posted to QuickBooks and Xero.

vs Content Snare

ClientClose vs Content Snare

Collection built for bookkeeping that doesn't stop at the file. It reads each receipt into your books.

vs Karbon

ClientClose vs Karbon

The documents-and-receipts job done at a flat price, without the per-seat practice-management platform.

vs Dext

ClientClose vs Dext

More than receipt capture. Collect every month-end document too, and chase what’s late, at one flat price.