Of the eight products we compared, only FirmPulse does all of it.
One system, from the first quote to the client portal.
Only FirmPulse does these in full
FirmPulse: When the client accepts, their record, services, contacts, first tasks and onboarding are all set up, with nothing retyped.
- GoProposal: Partly. Services, tasks and onboarding are created only in connected practice software. “Once a client accepts the proposal ... Karbon triggers the work templates.” help.goproposal.com
- Karbon: Partly. Staff fill in each engagement’s assignees and dates, then Karbon creates the linked work. Their website does not describe signing creating the client record, contacts or onboarding. “You just fill in the details that are specific to a given engagement like task assignees, start date, due date” karbonhq.com
- Ignition: Partly. Jobs are created only in connected practice software. The client record and contacts must exist before the proposal. “Ignition syncs clients and automatically creates jobs in FYI when a proposal is accepted.” ignitionapp.com
- IRIS Elements: Partly. Acceptance in Proposal Manager notifies staff. Staff then convert the prospect and choose the services again on Practice Management’s take-on form. “Users are notified of this by email and the status is changed within IPM.” iris.co.uk
- Capium: No. Signing only marks the proposal Accepted. Staff change the prospect to a client by hand, and their website does not describe services, tasks or onboarding following. “simply click the checkbox next to the prospect name & then select status to client.” capium.freshdesk.com
- TaxDome: Partly. The client account and a signing contact must exist before the proposal goes. Their website does not describe acceptance adding the services or people to the record. “To send a proposal, at least one contact on the account needs portal access” help.taxdome.com
- BrightManager: Partly. Through BrightPropose, services and fees switch on at signing. Tasks follow only if deadlines were keyed into BrightManager beforehand, and Bright advises creating the client there first. “The agreed services will be turned on” brightmanagersupport.brightsg.com
- Pixie: Partly. Only through listed integrations, by Zapier. Their website does not describe the accepted services coming across. “you can automate the creation of your new clients as soon as the proposal has been accepted.” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Every director and owner gets their own identity check as soon as the client accepts.
- GoProposal: Partly. Acceptance flags the people. Staff then start each check, one at a time, in the paid AML add-on. “Accepted proposals automatically flag the organisation and related individuals in the Contact Hub” help.goproposal.com
- Karbon: Partly. Staff start checks through listed third-party integrations. Their website does not describe an identity check of its own. “Simply type <kyc> in client notes to trigger an ID verification request directly from Karbon.” karbonhq.com
- Ignition: Partly. On some plans the client gets a check on acceptance, but the checks for each director and owner wait for staff to send them. “Ignition creates a follow-up check for each of them, but does not send these automatically.” support.ignitionapp.com
- IRIS Elements: Partly. Staff run checks in IRIS Elements AML before the proposal goes out. Their website does not describe a check sent to each director and owner on acceptance. “use IRIS Elements AML to complete the necessary client checks and IRIS Elements Proposal Manager to create and send out a proposal.” iris.co.uk
- Capium: Partly. Staff start each identity check from the AML screen, one person at a time. Their website does not describe checks sent when a client accepts. “To perform a Biometric check click on ‘Perform Check’ then ‘Biometric Check’” capium.freshdesk.com
- TaxDome: Partly. Its identity check is for US clients, set up per signer for e-signature. Their website does not describe it being sent on acceptance. “KBA is used to verify a taxpayer’s identity” help.taxdome.com
- BrightManager: Partly. Staff start each check, one person at a time. “Scroll down to the Main or Secondary Contact section. You will see a button called Start ID Check.” brightmanagersupport.brightsg.com
- Pixie: Partly. Checks only through a listed AML integration, started with the onboarding workflow rather than on acceptance. “can be automated as soon as the onboarding workflow starts.” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Traces company owners through to the real people behind a client, and names anything that cannot be traced.
- GoProposal: Partly. Owners are added by hand. Their website does not describe tracing them from Companies House. “Add beneficial owners and directors at the proposal stage in the Additional people section” help.goproposal.com
- Karbon: Partly. Owners only through the listed Xama integration. Their website does not describe following a company owner through to the people behind it. “Access Companies House information to quickly establish beneficial owners and company directors.” karbonhq.com
- Ignition: Partly. The client types the owners into a form. Ignition does not trace them through Companies House. “your client fills in the company’s directors and beneficial owners themselves.” support.ignitionapp.com
- IRIS Elements: Partly. Staff add directors and PSCs to the client as relationships. Their website does not describe tracing a company owner through to the people behind it. “connected to a client or prospect in a way that you want to be aware of, such as directors, PSCs, secretaries and employees.” help-iris.co.uk
- Capium: Partly. PSCs are worked out from the share register in the separately bought company secretarial module. Their website does not describe tracing company owners through to the people behind them. “our PSC calculator does this for you, whether you have shareholders who are people, joint shareholders, Trusts, foreign firms etc.” capium.com
- TaxDome: Partly. Its Companies House sync brings in officers. Their website does not describe it bringing in people with significant control, or following owners. “whether you want new officers to be added to the account as new contacts” help.taxdome.com
- BrightManager: Partly. It pulls a client’s own PSCs, and BrightChecks’ company report lists shareholders and group structure. Their website does not describe tracing owners through to the people behind them. “PSC (Persons with Significant Control) data is automatically retrieved from the HMRC database.” brightmanagersupport.brightsg.com
- Pixie: Partly. Only through Xama, the AML tool it lists, which says it can “Identify beneficial owners using a direct link to Companies House.” xamatech.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: When Companies House changes a client’s dates, their deadlines and open work update without anyone retyping them.
- GoProposal: No. Key dates are typed into each proposal. Their website does not describe a register of deadlines or tasks. “Enter the exact date when completing the proposal details” help.goproposal.com
- Karbon: Partly. Details and dates stay in sync. Their website does not describe open work being re-dated. “any linked contacts will remain in sync with the corresponding details from Companies House” karbonhq.com
- Ignition: No. No Companies House connection, and no deadlines or jobs of its own to update. “Ignition doesn’t provide Companies House reports listing officers and persons with significant control.” support.ignitionapp.com
- IRIS Elements: Partly. New jobs pick up new dates, but jobs already running keep the old ones. “the dates on the live job won’t automatically update.” support.senta.co
- Capium: Partly. Deadlines come from Companies House when staff press Refresh. Their website does not describe open tasks being re-dated. “We recommend selecting the “Refresh” option often for auto-sync” capium.freshdesk.com
- TaxDome: Partly. Staff run the sync. Their website does not describe deadlines and open jobs being re-dated. “Info tab and click Sync at the bottom of the page” help.taxdome.com
- BrightManager: Partly. Companies House changes wait for staff to approve. Their website does not describe open work being re-dated when a date changes. “To approve changes, go to Tools - Approve CH Changes” brightmanagersupport.brightsg.com
- Pixie: Partly. Staff choose when to update dates. Their website does not describe existing tasks being re-dated. “choose Update dates using Companies House” help.usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Confirmation statements, officer changes and share allotments are filed from the client record, and the registers are kept.
- GoProposal: No. GoProposal writes filing dates into the engagement letter. Their website does not describe it filing, keeping registers or forming companies. “It allows you to define start dates, information deadlines, and filing dates for each service” help.goproposal.com
- Karbon: No. Karbon reads Companies House into the record. Their website does not describe filing back, or keeping statutory registers. “Integrate Karbon with Companies House to understand key statutory information about a company from within Karbon.” karbonhq.com
- Ignition: No. Ignition reads registries to confirm a company. Their website does not describe it filing, or holding officers, registers or filings on the record. “Company checks draw on official business registries to confirm entity details” support.ignitionapp.com
- IRIS Elements: Partly. Officer, address, PSC and confirmation statement forms are filed from the Elements client record. Their website does not describe Elements filing share allotments or keeping registers. “Forms such as the AP01 and CH01 are automatically created and stored in IRIS Elements Company Secretarial as you add or edit client records.” iris.co.uk
- Capium: Partly. Filings and registers sit in a company secretarial module bought on top, provided by outside firms and synced to the client list once Capium switches the sync on. “Upon purchasing a license, you will be able to access the module” capium.freshdesk.com
- TaxDome: No. TaxDome reads Companies House data into the client record. Their website does not describe filing back, or keeping registers. “Automatically transfer client data from Companies House to TaxDome” taxdome.com
- BrightManager: No. It used to file the confirmation statement and stopped. Filing now belongs to a separate Bright subscription, reached by a login button. “we are discontinuing the CS01 filing feature within BrightManager” brightmanagersupport.brightsg.com
- Pixie: No. Pixie reads Companies House and reminds staff to file elsewhere. Its confirmation statement help is a workflow template. “Use this simple recurring workflow template to remind you when to submit confirmation statements” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
Others also do these in full
FirmPulse: Every fee on a quote comes from your own price list, worked out as you type.
- GoProposal: Yes. help.goproposal.com
- Karbon: Partly. Fees come from reusable service templates. Their website does not describe a fee worked out from the client’s turnover or type. “Create reusable service descriptions with pricing and billing schedules.” karbonhq.com
- Ignition: Partly. A service library with set prices, each fee picked or entered by hand. Their website does not describe a fee worked out from the client. “Build a service library with standardized pricing for easy proposal creation” ignitionapp.com
- IRIS Elements: Yes. help-iris.co.uk
- Capium: Partly. Each service has one standard fee, and staff enter the pricing for each prospect. Their website does not describe a fee worked out from the client’s details. “Once you have inputted the service pricing for the prospects under the Service section” capium.freshdesk.com
- TaxDome: Partly. There is a price list, but each fee is picked by hand. Their website does not describe pricing from turnover or client type. “Services in proposals could be used either as a price list” help.taxdome.com
- BrightManager: Partly. Fees are typed into templates by hand. Pricing tools are in a separate Bright proposal product. “Enter annual service fee (£)” brightmanagersupport.brightsg.com
- Pixie: Partly. Quotes come only through listed proposal tools. Their website does not describe pricing of its own. “Using our Zapier integrations with GoProposal and Practice Ignition” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Several companies are priced together on one proposal, and the engagement letters follow from it.
- GoProposal: Yes. help.goproposal.com
- Karbon: Partly. One engagement bills one client. Another company can be added only where the same client is billed for it. “you can change the Work Client during engagement setup” help.karbonhq.com
- Ignition: Yes. support.ignitionapp.com
- IRIS Elements: No. Each proposal takes one business name and address. Their website does not describe one proposal pricing several companies together. “Business details: Enter the Business name and address information here.” help-iris.co.uk
- Capium: No. A proposal is made from one contact’s or one client’s workspace. Their website does not describe several companies priced together on one proposal. “Once in the contact workspace, navigate to the Proposal/LOE tab and click ‘New’” capium.freshdesk.com
- TaxDome: No. A proposal belongs to one client account. A director with four companies gets four proposals, each with its own fee. “shortcodes can only resolve to one account’s data at a time” help.taxdome.com
- BrightManager: Partly. A proposal is built from one client file, in BrightManager or BrightPropose. Their website does not describe one proposal pricing several companies together. “reflect this in a single proposal, or send proposals for all client files where they are a contact at the same time” brightmanagersupport.brightsg.com
- Pixie: Partly. Only through a separate proposal product, such as GoProposal or Ignition. Their website does not describe a proposal of its own. “Using our Zapier integrations with GoProposal and Practice Ignition” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: The people behind every client are screened against sanctions, PEP and adverse media lists, and the reports are kept on file.
- GoProposal: Yes. help.goproposal.com
- Karbon: Partly. Screening runs in a separate marketplace product that posts results back. Their website does not describe a Karbon screen for reviewing matches. “Results are automatically posted back to the Karbon client record” karbonhq.com
- Ignition: Partly. Enhanced checks screen PEP and sanctions. Their website does not describe adverse media screening, or detailed reports kept in Ignition. “Raw identity documents, biometrics, and detailed provider reports are not stored within Ignition.” support.ignitionapp.com
- IRIS Elements: Partly. PEP and sanctions screening with 12 months of monitoring, kept on the client. Their website does not describe IRIS Elements AML screening adverse media. “Checks the details of a UK-based individual and screens them against politically exposed persons (PEPs) and sanctions lists.” help-iris.co.uk
- Capium: Yes. capium.com
- TaxDome: No. TaxDome’s own UK AML guide lists information gathering, not sanctions, PEP or adverse media screening. “TaxDome’s customisable organisers automate the process of gathering key client information and documents.” taxdome.com
- BrightManager: Partly. BrightChecks screens PEP and sanctions lists, kept apart from BrightManager’s records. Their website does not describe adverse media screening. “BrightChecks’ AML Checks are separate from BrightManager’s existing AML functionality.” brightcheckssupport.brightsg.com
- Pixie: Partly. Screening runs and is stored in Xama, a separate tool. Their website does not describe adverse media screening. “Xama verifies and stores it in one place.” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Every client gets a scored risk assessment, kept on their record with the reasons behind it.
- GoProposal: Partly. An assessment is kept with a level, but the level comes from a two-tier rule with no scoring behind it. “Enhanced: One or more enhanced risks” help.goproposal.com
- Karbon: Partly. The assessment is done in Xama, a listed integration. Their website does not describe Karbon scoring it or holding a risk level. “Once the risk assessment is completed in Xama, it will move into a status of ‘Completed’ in Karbon.” karbonhq.com
- Ignition: Partly. A Low, Medium or High level comes from the verification provider, not a scored assessment kept by the firm. “Risk levels (Low / Medium / High) are provided as evidence to inform your decision” support.ignitionapp.com
- IRIS Elements: Yes. “We provide a default risk assessment template which automatically calculates the risk level once the assessment has been completed.” help-iris.co.uk
- Capium: Partly. Staff answer Yes or No to set criteria and enter the risk level, and the assessment is kept on the client. Their website does not describe it being scored. “here you need to select Yes/ No.” capium.freshdesk.com
- TaxDome: No. Its own comparison lists this for BrightManager, not for itself. Their website does not describe a risk assessment of its own. “AML checks and risk assessment” taxdome.com
- BrightManager: Partly. A checklist with a risk level picked by hand from a list. Their website does not describe the level being scored from the client’s risk factors. “Set your risk level from a quick and easy drop down list” brightsg.com
- Pixie: Partly. Only through Xama, the AML tool it lists, which records risk assessments. Their website does not describe them being scored. “Track and record risk assessments for each client” xamatech.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: The engagement letter is drawn up from what the client accepted, in your own terms, and signed online.
- GoProposal: Yes. help.goproposal.com
- Karbon: Yes. karbonhq.com
- Ignition: Yes. support.ignitionapp.com
- IRIS Elements: Partly. The letter comes from the accepted proposal, in your own wording, and acceptance is a click. Their website does not describe the letter being e-signed at acceptance. “Once your proposal is accepted, the engagement letter is generated and can be sent out to the client.” iris.co.uk
- Capium: Yes. capium.freshdesk.com
- TaxDome: Yes. help.taxdome.com
- BrightManager: Partly. In BrightManager the letter carries the client’s services and is signed online. The fees are in BrightPropose, a separate Bright product with its own client list. “Scope of Services section (via %SERVICELIST%)” brightmanagersupport.brightsg.com
- Pixie: Partly. Pixie signs documents the firm supplies. Their website does not describe a letter built from the accepted services and fees. “All signature requests are saved to the client’s record and the relevant task in Pixie” help.usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Once the letter is signed, the client is asked to set up their Direct Debit, fees are collected on the agreed day, and every collection gets its own invoice.
- GoProposal: Partly. The mandate request is automatic, and invoices are raised in the firm’s ledger. Their website does not describe GoProposal setting up the schedule. “clients set up payment details during or after proposal acceptance” help.goproposal.com
- Karbon: Yes. karbonhq.com
- Ignition: Yes. support.ignitionapp.com
- IRIS Elements: No. Agreed fees and a payment method are recorded on the client. Their website does not describe Direct Debit collected from the Elements client record. “Enter the Accounting fees agreed, then select the Payment method from the list.” help-iris.co.uk
- Capium: No. Capium Pay takes cards, Apple Pay and bank transfers from a payment link. Their website does not describe clients’ fees collected by Direct Debit. “Credit cards (Visa, Mastercard, American Express), ApplePay and bank transfers.” capium.freshdesk.com
- TaxDome: Partly. Automatic collection is documented by card. Their website does not describe a UK Direct Debit set-up. “These are the ones TaxDome supports: Credit and debit cards.” help.taxdome.com
- BrightManager: No. Stripe takes the registration payment only, and invoices are marked paid by hand. “Stripe can only be used to take Payment for Registration” brightmanagersupport.brightsg.com
- Pixie: No. Their website does not describe payments or invoicing in Pixie. A customer story runs Direct Debits in a separate tool. “We have all of our clients set up on direct debits” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
FirmPulse: Clients see their documents, anything waiting for their signature, their deadlines and their take-on progress in one portal.
- GoProposal: No. Their website does not describe a client login. The only portal mentioned is a partner’s identity check portal. “The client receives a link to the Thirdfort portal” help.goproposal.com
- Karbon: Yes. karbonhq.com
- Ignition: No. Its client portal is for paying invoices. Their website does not describe documents, deadlines or progress there. “Your dedicated Payment Portal makes it easy for clients to securely view and pay their Ignition invoices.” support.ignitionapp.com
- IRIS Elements: Partly. Things to do, documents, signatures and shared deadlines. Their website does not describe clients seeing their take-on progress. “The client portal dashboard gives access to all assigned tasks and documents.” help-iris.co.uk
- Capium: Partly. Documents, signing and deadlines are in the client hub. Their website does not describe clients seeing their take-on progress there. “Here clients will find any and all documents which require signature or have been signed previously.” capium.freshdesk.com
- TaxDome: Partly. Documents, signing and progress are there. Their website does not describe upcoming deadlines for the client. “Work in progress shows the current stage of the service” client-help.taxdome.com
- BrightManager: Partly. Documents, e-signing, forms and deadlines are there. Their website does not describe clients seeing their take-on progress. “The client can view the services you’re providing them with and their deadlines” brightmanagersupport.brightsg.com
- Pixie: Partly. A document portal that works request by request. Their website does not describe a home page, deadlines or progress. “lets you securely send and receive documents, give tasks to clients and collect e-signatures.” usepixie.com
Based on public websites, checked 14, 17 and 28 September 2026.
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