Limited time: 90% off your first 6 months on Bookkeeping plans Claim offer
Firm pricing

One fee for the firm. Not one per seat.

Add a bookkeeper, a reviewer or a seasonal contractor and the invoice does not move. Client entities are unlimited.

Practice Professional

For CPA & bookkeeping practices

50% off 6 mo
$74.50 /month

$149/mo after 6 months · unlimited client entities

7-day free trial No setup fee Cancel any time
  • Unlimited client entities — the book can grow without the bill moving
  • 50 team members across the whole firm
  • 100 GB document storage
  • 5 M Firm AI tokens a month
  • 21 modules and 3 platform features — there is no higher tier
Start firm trial

$149

A month for the firm, whatever the headcount

Client entities, on every plan

21

Modules included — no higher tier to buy

3–4

Seats before a per-seat rival costs more than the flat fee

Seat maths

What a flat fee is worth once the firm grows

Per-seat practice management looks cheap at one or two people and stops looking cheap at five. Set your headcount and your client count, and see the same firm priced both ways.

12550

Partners, managers, bookkeepers, reviewers and admin staff. Awditify includes up to 50.

5200400

Unlimited on the plan, so this changes your cost per client, not your bill.

Monthly cost, same firm

list price, per user per month
Awditify for Firms flat, whole firm $149
Karbon $59 × seats
Canopy $60 × seats
Jetpack Workflow $45 × seats

Comparator figures are each vendor's published entry list price per user per month, multiplied by seats. They are not quotes, and they exclude the separate accounting subscription these platforms need because they do not carry bookkeeping themselves. Compare in full · Canopy · Jetpack Workflow

All 21 modules, because there is no higher tier

Nothing here is gated behind an upgrade, and nothing is sold as an add-on. The list below is the whole product as the firm receives it.

Running the practice

11

The firm layer: who is doing what, for which client, at what recovery.

Practice Management The umbrella module that gates every firm-level practice feature.
Engagements Engagement management, tracking and reporting across the client book.
Team Management Team members, resource planning and capacity management.
Time & Billing Time tracking, timesheets, billing, invoicing and write-offs.
Reviews & QC Review workflow, quality control and approvals before work leaves the firm.
Performance Analytics KPIs, metrics, revenue tracking and quarterly comparisons.
Firm Reports Firm-level reporting and analytics.
Client Management Client CRM, portal access and communication logs.
Business Development Prospects, referrals and business development targets.
Meetings Meeting scheduling, management and reminders.
Trackers User-built grid workspaces: client rows against firm-defined columns, per period.

Doing the client work

6

The delivery side, in the same system rather than in a second one you reconcile against.

Bookkeeping Client Management Firm-level management of bookkeeping clients, dashboard and assignments.
Payroll Management Payroll runs, employees, tax forms, ROEs and the employee portal.
Time Tracking Time entries, timesheets, approvals, activities and reports.
Documents Document management and storage, attached to the records they belong to.
Client Portal Client portal, messaging, document requests and invitations.
E-Signatures Create, send and manage electronic signature requests.

Reporting and intelligence

4

What you hand the client, and what the firm learns from its own book.

Custom Reports Saved reports with drag-and-drop columns, filters, grouping, charts, drill-down and PDF/Excel export.
Management Report Packs Bundle reports into branded packages with a cover and narrative sections.
AI Assistant AI-powered chat and analysis over the firm and its client books.
Knowledge Base Categorized notes, tables, files and contacts. Feeds the AI copilot.

Platform features across every module

Audit Logs

A detailed audit trail of every change — who altered what, and when.

Custom Outbound Email

Send from your own SMTP or Microsoft 365 mailbox instead of the Awditify platform sender.

Firm Employee Expense Claims

Firm-side employee expense submission, review, approval, policy visibility and reporting.

Every ceiling on the plan, published

One plan means the only thing worth reading is where the limits sit. These are all of them — nothing is metered that is not listed here.

Published limits on the Awditify for Firms plan
Resource Included
Team membersNamed staff logins across the firm 50
Client entitiesEvery client you keep books for Unlimited
Document storageAttached to the records they belong to 100 GB
Firm AI tokens per monthConsumed by the Firm AI Copilot 5 M
Employee expense claims per monthSubmitted by firm staff 500
Active employee vehiclesAvailable for mileage claims 50
TrackersGrid workspaces the firm can create 10
Tracker rows per periodActive rows in one tracker period 1,000
Tracker columns per periodColumns pinned into one period 60
Tracker import cellsAccepted by one import 100,000
Tracker export cellsWritten by one export 500,000
Your client book

The book grows. The bill does not.

Client entities are uncapped, so cost per client falls every time you win one. A firm carrying 40 clients pays the same subscription as a firm carrying 400 — the difference lands entirely in your margin, not ours.

25 clients

$5.96

per client, per month

100 clients

$1.49

per client, per month

300 clients

$0.50

per client, per month

If you are buying for someone else

A firm subscription covers the practice and its client entities. These are the other two things a firm commonly needs to price.

A client who wants their own books

Bookkeeping plans a client can hold directly, from $15 a month, while you keep firm-side access through the client portal.

See bookkeeping pricing

A municipal client

If you keep the books for a village or town, your firm can carry their subscription at 30% off every municipal tier — from $34.30 a month — and work in their books alongside their staff.

See municipal pricing

Pricing questions firms ask

Awditify for Firms is $149 a month in Canadian dollars for the whole firm — one flat fee, not a per-seat rate. That covers up to 50 team members and an unlimited number of client entities, with a 7-day free trial and no setup fee. The first six months are 50% off at $74.50 a month, and billing annually saves a further 10% at $134.10 a month, or $1,609 a year.

No. The fee is per firm. Adding a bookkeeper, a reviewer, a partner or a seasonal contractor does not change the invoice until you pass 50 team members. Per-seat practice management platforms published at $45 to $60 per user per month pass the flat $149 fee somewhere between 3 and 4 seats depending on the vendor, and the gap widens with every hire after that.

Correct. Client entities are unlimited on the plan. Whether the firm keeps books for twelve clients or four hundred, the subscription is the same $149 a month, so the cost per client falls as the book grows rather than rising with it. The capped resources are team members (50), document storage (100 GB) and monthly Firm AI tokens.

All 21 modules and 3 platform features, with nothing held back for a higher tier — there is no higher tier. That covers the practice layer (engagements, team and capacity management, time and billing, reviews and QC, performance analytics, firm reports, client management, business development, meetings and trackers), the delivery layer (bookkeeping client management, payroll, time tracking, documents, client portal and e-signatures) and the reporting layer (custom reports, management report packs, the AI assistant and the knowledge base).

No. Client entities are carried on the firm subscription, and clients reach their own records through the Client Portal with scoped access rather than a staff login. If a client later wants to run their own books directly, Awditify bookkeeping plans start at $15 a month, and a firm can also carry a municipal client’s subscription at 30% off every municipal tier.

The first 6 months are billed at $74.50 a month instead of $149. From month 7 the plan renews at the standard $149. It stacks with nothing else, and switching to annual billing at any point applies the 10% annual discount from that renewal onward.

Yes. Custom Outbound Email is included, so engagement letters, document requests, reminders and report packs leave from your own SMTP server or Microsoft 365 mailbox rather than the Awditify platform sender. Clients see the firm, not the software.

Reviews & QC provides a review workflow with quality control and approvals before work leaves the firm, and Audit Logs record a detailed trail of every change — who altered what, and when — across every module. Firm Employee Expense Claims routes staff expenses through submission, review, approval and policy visibility, capped at 500 claims a month.

A 7-day free trial, no setup fee, and no minimum term. Billing is monthly and can be cancelled at any time; annual billing is optional and saves 10%.

Run the practice and the books in one place

$74.50 a month for your first 6 months, then $149. 7-day free trial, no setup fee, unlimited client entities.

All prices in Canadian dollars, per month, plus applicable taxes. Billed monthly and cancellable at any time.