CRM for CPA firms: Firm Software Price Index

The median published figure in the Firm Software Price Index is 38 USD across 4 sources' own pages in USD (range 19 to 74 USD; 7 sources publish a figure), read 12 October 2026.

Yearendo sells its own paid plan in this category (our pricing). It is not counted here: every figure in this index is another provider's own published price, read from its own page.

38 USD Median published figure unchanged since 26 Sept 2026 middle half 21 to 67.75 USD
19 to 74 USD Range a 55 USD spread; quartiles 21 and 67.75
4 Sources with a figure of 31 read in full, 19 Oct 2026
7 of 31 Sources read that publish one 23% publish a figure at all
  1. Canopy pricing74 USD
  2. Client Hub pricing49 USD
  3. Method CRM pricing27 USD
  4. Financial Cents pricing19 USD
One figure per source, highest first.median 38 USD
Table view
RowValue
Canopy pricing74 USD
Client Hub pricing49 USD
Method CRM pricing27 USD
Financial Cents pricing19 USD

7 of the 31 named sources read in full publish a figure; 24 publish none, read 12 October 2026.

The median is unchanged since 26 September 2026 (was 38 USD across 4).

By category

BreakdownMedianRangeSources
categoryfirm-crm9EUR9 to 9EUR1
categoryfirm-crm27USD27 to 27USD1
categorypractice-management49USD19 to 74USD3
categorypractice-management49EUR49 to 49EUR1
categorypractice-management28GBP28 to 28GBP1

Every figure, with its source

One row per source: the figure the source's own page publishes, the page, and the day it was read. A figure that is not on a page we read is not on this one.

SourceFigureBreakdownRead
Canopy pricing74USDpractice-management2026-10-12
Karbon pricing49EURpractice-management2026-10-12
Client Hub pricing49USDpractice-management2026-10-12
Senta practice management pricing (GB)28GBPpractice-management2026-10-12
Method CRM pricing27USDfirm-crm2026-10-12
Financial Cents pricing19USDpractice-management2026-10-12
Freshsales pricing9EURfirm-crm2026-10-11
The sentence each figure was read from (7)

Read in full, publishes no figure

24 named sources were read in full on the dates shown and print no usable figure. They are counted, never filled in.

Methodology

Every row is a verbatim sentence read from the named source's own page through our fetch service on the date shown, hash-pinned to the stored read (the sha of the page's visible text; the raw page is mirrored to R2).

7 of the 31 named sources that could be read published a usable figure; 24 published none and are recorded as not published, never filled in; 0 could not be read (blocked, dead or unreachable) and count nowhere.

The headline figures (median, minimum, maximum, quartiles) are over ONE figure per source in USD (a source's median where its page yielded several accepted sentences), so N counts sources, never sentences; 187 candidate sentence(s) were refused by a reviewer with the reason recorded.

The fuller derivation this dataset is chartered to grow into (not yet what the figures above are; they are each source's own published figure as read): the published list price per seat per month for every vendor a firm buys, split by category (client payroll, firm CRM, practice management, document/portal, proposal and billing) and by plan tier; the base-fee-plus-per-employee decomposition for payroll (the only honest way to answer 'how much do payroll companies charge': base + per-worker, not a single number); the median, minimum and maximum seat price per category; the share of vendors publishing a price versus quote-only; the accountant-partner discount where a vendor states one; and repriced-since the previous read.

187 candidate sentences on these pages were refused by a reviewer; each refusal and its reason is recorded in the review ledger.

Sources (31)
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The median published figure in the Firm Software Price Index is 38 USD across 4 sources' own pages in USD (range 19 to 74 USD; 7 sources publish a figure), read 12 October 2026.

7 of the 31 named sources read in full publish a figure; 24 publish none, read 12 October 2026.

Firm Software Price Index, category firm-crm: median 9 EUR across 1 source, read 12 October 2026.

Firm Software Price Index, category firm-crm: median 27 USD across 1 source, read 12 October 2026.

Firm Software Price Index, category practice-management: median 49 USD across 3 sources, read 12 October 2026.

Firm Software Price Index, category practice-management: median 49 EUR across 1 source, read 12 October 2026.

Firm Software Price Index, category practice-management: median 28 GBP across 1 source, read 12 October 2026.

The median is unchanged since 26 September 2026 (was 38 USD across 4).

Cite as: "Yearendo Firm Software Price Index", updated 2026-10-19, https://yearendo.com/datasets/firm-software-price-index/.

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38 USD

median published figure, Firm Software Price Index, across 7 sources, read 12 October 2026

Source: Yearendo Firm Software Price Index

Download the CSV (7 rows, computed 2026-10-19)

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