Independent rankings and reviews for accounting firms
Featured · Guide
A migration playbook for CPA firms moving to the cloud: taking inventory, sequencing, timing around filing season, verifying the data, training staff, and a pre-cutover checklist.
September 1, 2026
Ranking
We ranked the best cloud hosting providers for QuickBooks Desktop in 2026. See scores, pros and cons, and which host fits an accounting or bookkeeping firm wanting anywhere access.
August 27, 2026
Comparison
TaxDome and Canopy are two of the strongest practice management platforms for accounting firms. We compare them across six criteria to find the right fit.
August 25, 2026
Review
Our independent Xero review for 2026, written for US CPA firms: unlimited users, the interface, the partner program, and where the ecosystem lags QuickBooks.
August 20, 2026
Guide
How accounting firms use AI assistants without leaking client data: consumer versus business tiers, what is safe to enter, a simple AI use policy, and a do and do-not checklist.
August 18, 2026
Ranking
We ranked the best cloud hosting providers for ProSeries in 2026. See scores, pros and cons, and which host fits a small or mid-sized ProSeries firm running QuickBooks alongside it.
August 13, 2026
Comparison
Lacerte and ProSeries are Intuit's two professional tax suites, built for very different firms. We compare them across six criteria to help you pick.
August 11, 2026
Review
Our independent TaxDome review for 2026: scoring, pros and cons, how the all-in-one bundle holds up, and which firms it actually fits.
August 6, 2026
Guide
A practical playbook for taking your firm's busy season paperless: the tool stack, digital client intake, internal workflow, secure delivery, and a readiness checklist.
August 4, 2026
Ranking
We ranked the best cloud hosting providers for UltraTax CS in 2026. See scores, pros and cons, and which host fits a firm running the full CS Professional Suite.
July 30, 2026
Comparison
QuickBooks Online and Xero are the two platforms a US firm actually chooses between. We compare them across six criteria for firms standardizing a client base.
July 28, 2026
Guide
A plain-language FTC Safeguards Rule checklist for accounting and tax firms: what the rule requires, who it applies to, and how a normal firm actually complies.
July 23, 2026
Ranking
We ranked the best cloud hosting providers for Lacerte in 2026. See scores, pros and cons, and which host fits a firm running complex Lacerte returns.
July 21, 2026
Review
Our independent Lacerte review for 2026: scoring, pros and cons, pricing, and whether the premium price is worth it for your firm.
July 21, 2026
Ranking
We ranked the best cloud hosting providers for Drake Tax in 2026. See scores, pros and cons, and which host fits a small or growing Drake firm.
July 13, 2026
Comparison
ChatGPT and Claude are the two general AI assistants accounting firms actually choose between. We compare them head to head on the work firms do every day.
July 6, 2026
Ranking
We ranked the AI tools that actually help accounting firms in 2026, from general assistants to bookkeeping automation, with honest pros and cons for each.
June 26, 2026
Comparison
1Password and Keeper are the two password managers we recommend most to accounting firms. We compare them head to head across six criteria that matter in practice.
June 17, 2026
Ranking
We ranked the security software every accounting firm should consider in 2026, from managed threat detection to password managers, with scores, pros, and cons.
June 5, 2026
Review
Our independent SmartVault review for 2026: scoring, pros and cons, security, tax software integrations, and which firms it actually fits.
May 25, 2026
Ranking
We ranked the best document management software for accounting firms in 2026. See scores, pros and cons, and which platform fits your practice.
May 13, 2026
Comparison
Karbon and TaxDome lead the practice management category for accounting firms, but they solve different problems. We compare them across six criteria.
May 1, 2026
Ranking
We ranked the top practice management platforms for accounting firms in 2026. See scores, pros and cons, and which one fits how your firm works.
April 20, 2026
Review
Our independent QuickBooks Online review for 2026, written for CPA firms: accountant tools, bank feeds, pricing pressure, and where it strains.
April 8, 2026
Ranking
We ranked the top accounting platforms for CPA firms in 2026. See which software fits your client base, with scores, pros, and cons.
March 28, 2026
Comparison
Verito and Rightworks are two of the most popular hosting providers for tax and accounting firms. We compare them head to head across six criteria.
March 17, 2026
Guide
A practical guide for CPA and tax firms choosing a cloud hosting provider: server models, security requirements, support, and the questions to ask before signing.
March 6, 2026
Review
Our independent Drake Tax review for 2026: scoring, pros and cons, pricing approach, and who the software actually fits.
February 24, 2026
Ranking
We ranked the top professional tax software for CPA firms in 2026. See scores, pros and cons, and which suite fits your practice.
February 13, 2026
Ranking
We ranked the top cloud hosting providers for tax software in 2026. See scores, pros and cons, and which host fits your firm.
February 3, 2026