Practice-management pricing hides its real cost in one place more than any other category: the solo-vs-team tier wall. A plan that looks cheapest can double the moment you add a second person. We've priced these five with that in mind.
These tools don't all do the same job — some are full practice hubs, one is a receipt-capture layer, one is invoicing. We've said which is which so you don't compare across problems.
Our pick
Canopy
Canopy's $74/user Standard tier bundles CRM, documents, e-sign, portal, workflows and invoicing with no seat-count restriction — the most complete pick the moment you're more than one person.
1. Canopy
Best for a firm with staff$74 /mo/user · Standard, annual·No free tier·We earn nothing
Canopy Standard is $74/user/mo annual and isn't restricted by seat count — the full bundle (CRM, docs with eSign, portal, workflows, invoicing) at every size. Price this first if you already know you'll be 2+ people.
Visit Canopy →
2. TaxDome
Best for a genuine solo$66.67 /mo/seat · Essentials, 1-yr·No free tier·We earn nothing
TaxDome Essentials is ~$67/mo per seat — a complete portal + e-signature + workflow bundle, but the vendor states it's "for solo users only." Add a second person and you climb to a pricier tier, so the cheap headline only holds if you're truly one.
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3. Karbon
Best for shared inboxes$59 /mo/user · Team, annual·No free tier·We earn nothing
Karbon Team is $59/user/mo annual and is built around shared email triage — so a client message lives with the team, not in one inbox — plus workflow templates written for accounting work. It earns its keep once there's more than one person to coordinate.
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4. Dext
Best receipt & invoice capture$25.21 /mo · Business, up to 5 users·No free tier·We earn nothing
Dext ($25.21/mo, 250 docs, 5 users) isn't practice management — it's the OCR capture layer that feeds whatever ledger you already run. Many firms run it alongside one of the above rather than instead of it.
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5. FreshBooks
Best simple invoicing$23 /mo · Lite, regular price·No free tier·We earn nothing
FreshBooks ($23/mo Lite) is the accounting/invoicing software itself, not a practice hub. Simple, familiar, and often already in use for a firm's own books — a fit for solo practitioners who mainly need to invoice.
Visit FreshBooks →