Dubsado is great at proposals, contracts, and automations. But it has zero accounting — you still need QuickBooks on the side. FIRMA does both, with no per-brand surcharges and a real double-entry ledger built in.
Still no real accounting. Still two logins.
Full books + all workflows. No extra brand fee.
| Feature | FIRMA | Dubsado |
|---|---|---|
| Client Proposals & Packages | ✓ | ✓ |
| Contract E-signatures | ✓ | ✓ |
| Questionnaires & Intake Forms | ✓ | ✓ |
| Invoicing & Online Payments | ✓ | ✓ |
| Automated Workflows / Canned Emails | ✓ | ✓ |
| Appointment Scheduling | ✓ | ✓ |
| Client Portal | ✓ | ✓ |
| Full Double-Entry Accounting | ✓ | — |
| P&L, Balance Sheet, Cash Flow | ✓ | — |
| Bank Reconciliation (Plaid) | ✓ | — |
| Tax-Ready Financial Reports | ✓ | — |
| Multi-brand at no extra cost | ✓ | — |
| Multi-entity (Multiplace) | ✓ | — |
| HIPAA BAA available | ✓ | — |
| Internal Docs & Team Wiki | ✓ | — |
| Nova AI (journal-entry drafting) | ✓ | — |
Dubsado pricing: Starter $20/mo (3 clients) · Premier $40/mo · +$10/mo per additional brand
Dubsado handles the client side. You still have to handle the money side separately.
Dubsado tracks invoices. It does not do double-entry bookkeeping. You still need a separate accounting tool for P&L, balance sheets, and tax preparation.
Each additional brand on Dubsado costs $10/mo extra. FIRMA’s Multiplace module lets you run multiple entities with no per-brand surcharge.
You reconcile Dubsado invoices against your accounting tool every month. With FIRMA, invoices, payments, and journal entries are one system.
We import your clients, contracts, templates, and history. Nothing gets left behind.
Start your free trial →14-day trial · No credit card · Free migration