{
  "name": "hellobooks-public",
  "version": "1.5.0",
  "catalog": "practice-management",
  "title": "HelloCPA Practice Management",
  "description": "Standalone TaxDome / Karbon / Canopy competitor at practice.hellobooks.ai — per-user pricing, US shipped ($9.99/user/month, free up to 2 users + 10 clients), other 7 markets roadmap. Separate product from the Partner Program.",
  "source": "https://agents.hellobooks.ai/catalog/practice-management.json",
  "marketingUrl": "https://practice.hellobooks.ai",
  "dataSource": "static",
  "dateModified": "2026-09-23T00:00:00.000Z",
  "count": 8,
  "data": {
    "regions": [
      {
        "region": "US",
        "status": "shipped",
        "currency": "USD",
        "symbol": "$",
        "countryName": "United States",
        "audienceLabel": "US CPAs, EAs, bookkeepers and tax advisors",
        "competitorFrame": [
          "TaxDome",
          "Karbon",
          "Canopy",
          "Aero Workflow",
          "Ignition"
        ],
        "pricing": {
          "pricePerUserPerMonth": "$9.99 / user / month",
          "pricePerUserPerMonthAmount": 9.99,
          "freeUsers": 2,
          "freeClientCap": 10,
          "enterpriseThreshold": 50,
          "trialDays": 90
        }
      },
      {
        "region": "IN",
        "status": "roadmap",
        "currency": "INR",
        "symbol": "₹",
        "countryName": "India",
        "audienceLabel": "Indian CAs, CMAs, CSes and tax practitioners",
        "competitorFrame": [
          "Suvit",
          "Vyapar TaxOne",
          "TaxDome",
          "Karbon"
        ],
        "pricing": null
      },
      {
        "region": "GB",
        "status": "roadmap",
        "currency": "GBP",
        "symbol": "£",
        "countryName": "United Kingdom",
        "audienceLabel": "UK ACCA/ICAEW practices, MTD-ready bookkeepers",
        "competitorFrame": [
          "TaxDome",
          "Karbon",
          "Senta"
        ],
        "pricing": null
      },
      {
        "region": "AU",
        "status": "roadmap",
        "currency": "AUD",
        "symbol": "A$",
        "countryName": "Australia",
        "audienceLabel": "Australian CA/CPA/IPA practices",
        "competitorFrame": [
          "Karbon",
          "TaxDome",
          "Ignition"
        ],
        "pricing": null
      },
      {
        "region": "CA",
        "status": "roadmap",
        "currency": "CAD",
        "symbol": "C$",
        "countryName": "Canada",
        "audienceLabel": "Canadian CPA practices",
        "competitorFrame": [
          "TaxDome",
          "Karbon",
          "Canopy"
        ],
        "pricing": null
      },
      {
        "region": "AE",
        "status": "roadmap",
        "currency": "AED",
        "symbol": "AED ",
        "countryName": "United Arab Emirates",
        "audienceLabel": "UAE Tax Agents and audit firms",
        "competitorFrame": [
          "TaxDome",
          "Karbon"
        ],
        "pricing": null
      },
      {
        "region": "SG",
        "status": "roadmap",
        "currency": "SGD",
        "symbol": "S$",
        "countryName": "Singapore",
        "audienceLabel": "Singapore ACRA-licensed accountants",
        "competitorFrame": [
          "TaxDome",
          "Karbon"
        ],
        "pricing": null
      },
      {
        "region": "NZ",
        "status": "roadmap",
        "currency": "NZD",
        "symbol": "NZ$",
        "countryName": "New Zealand",
        "audienceLabel": "New Zealand CA ANZ practices",
        "competitorFrame": [
          "Karbon",
          "TaxDome"
        ],
        "pricing": null
      }
    ],
    "paidFeatures": [
      "Unlimited clients",
      "Full CPQ — proposals + pricing matrix + engagement letters",
      "6-role RBAC (Owner / Admin / Manager / Senior / Staff / Read-Only)",
      "Automation rules + recurring tasks",
      "Team workload + scope-creep dashboards",
      "Time tracking + billing (Stripe Checkout built in)",
      "Gmail + Outlook + Calendar sync",
      "CSV migration from TaxDome / Karbon / Canopy"
    ],
    "freeFeatures": [
      "Up to 2 users",
      "Up to 10 clients",
      "Basic task board",
      "Community support",
      "No credit card required"
    ],
    "meta": {
      "name": "HelloCPA Practice Management",
      "product": "practice-management",
      "domain": "practice.hellobooks.ai",
      "signupUrl": "https://practice.hellobooks.ai/signup",
      "pricingModel": "per-user",
      "notRelatedTo": {
        "partnerProgram": "The Partner Program (cpa plan id in list_plans) is a free reseller channel for the standard Pro/Business plans. HelloCPA Practice Management is a separate paid product for running a CPA / CA firm itself. The two have different audiences, different pricing, and different sign-up flows.",
        "helloBooksPlans": "list_plans here covers hellobooks.ai (Free / Pro / Business / Partner Program + Warehouse / Manufacturing add-ons). It does NOT include HelloCPA Practice Management — call this tool instead, or visit practice.hellobooks.ai."
      },
      "founderDecision": "2026-06-09 — dropped the flat \"$59.99/mo + $4.99/client\" model in favour of per-user pricing at $9.99/user/mo (free up to 2 users)."
    }
  }
}